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Pragmatic Thinking on COVID-19 – The Podcast

Summary:
I joined Taylor Schulte from Define Financial to discuss the potential impact of COVID-19. We covered: The recent research paper I published. Two potential scenarios for COVID-19. Why this recession is more like a natural disaster than a standard business cycle recession. The temporal dislocation between the economy and financial markets that makes this environment difficult to navigate. What makes the government unique in times of crisis and how it creates money. I hope you enjoy it!  More importantly, I hope you are staying safe and healthy.

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I joined Taylor Schulte from Define Financial to discuss the potential impact of COVID-19. We covered:

  • The recent research paper I published.
  • Two potential scenarios for COVID-19.
  • Why this recession is more like a natural disaster than a standard business cycle recession.
  • The temporal dislocation between the economy and financial markets that makes this environment difficult to navigate.
  • What makes the government unique in times of crisis and how it creates money.

I hope you enjoy it!  More importantly, I hope you are staying safe and healthy.

Cullen Roche
Former mail delivery boy turned multi-asset investment manager, author, Ironman & chicken farmer. Probably should have stayed with mail delivery....

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