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Category: Podcasts

Season 2, Episode 8: Assessing Economic Damage From Coronavirus Crisis and Plotting A Way Forward

Published March 17, 2020

With Political Economist Marc Chandler

Marc Chandler, a political economist and currently managing partner at Bannockburn Global Forex, joins the podcast to provide his assessment of the coronavirus impact on the global economy.

Segment time stamps:

  • This crisis is different, not brought about by the economic cycle but by an exogenous shock (3:15)
  • Assessing the fiscal and monetary response by policymakers (4:36)
  • Will there be a “V-shaped” recovery? (6:55)
  • Recovery in Q3, Q4, but growth will be limited (12:07)
  • The crisis may accelerate the move to a cashless society (13:12)
  • Background on the guest (17:43)
  • What’s something the market is missing? (27:39)
  • The Age of Surplus (34:13)
  • Greater accountability for the Federal Reserve (38:21)
  • The crisis could result in expansion to enfranchisement. To 16-year olds? (43:21)

Highlights From Our YouTube Channel

For more information on the guest:

Not intended as investment advice.

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Season 2, Episode 7: Oil Sell-Off Special Edition

Published March 10, 2020

Inside The Saudi-Russia Supply Standoff, With Kirill Zadov, Political Analyst, RUSA Radio

Kirill Zadov, political analyst at Russian-language radio station RUSA Radio, joins the podcast in this special episode to discuss the recent sell-off in oil prices.

Zadov has some unique insights into the Russian oil economy and the political economy of the Middle East. His prediction: Saudi Arabia and Russia will have to come together to agree to output cuts, and soon. How low will oil go in the interim? Here too Zadov has some views.

Segment time stamps:

  • What’s motivating Russia on their decision to not cut output? (4:02)
  • Why Russia and Saudi Arabia need to cut output, and soon (7:07)
  • What other countries in the region are affected by this? (9:19)
  • How long will it take for Russia and Saudi Arabia to agree to cuts? (10:28)
  • Background on the guest (11:35)
  • How low will oil prices go? (13:26)

For more information on the guest: 

Not intended as investment advice.

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Season 2, Episode 6: Defending Value, Shorting Selectively With Tobias Carlisle

Published March 3, 2020

Coronavirus will hurt earnings and interest rate may not help much

Tobias Carlisle, founder of Acquirers Fund LLC, is well known in value investing circles. He defends this method while also pointing to the short opportunities that have emerged recently.

Where the macro picture is concerned, the coronavirus is still front and center. Here Carlisle expects corporate earnings to be impacted and doesn’t anticipate central banks being able to help much. (This podcast was recorded before the Federal Reserve’s 50 basis point cut announcement on March 3).

Highlights:

  • The case for value investing (4:28)
  • Coronavirus and the impact on supply chains (7:36) and how the market will react this year (8:47)
  • The fund’s short position in Tesla (12:58)
  • Favorite contrarian ideas right now, including short Etsy (21:25)
  • Exposure to energy (27:15)

Highlights From Our YouTube Channel

More information on the guest:

Not intended as investment advice.

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