Archive for July, 2020
MCLENNAN: PANDEMIC IMPACT
PANDEMIC IMPACT
Matt McLennan has spent his career traveling to visit clients and businesses. COVID-19 stopped all of it. We asked him if he envisions making any permanent changes.
Gold as a Long Term Substitute for Cash: Pandemic Uncertainty Risks
This page is here for technical reasons. Please click here for the episode page.
PANDEMIC UNCERTAINTY RISKS AND A RENEWED EMPHASIS ON GOLD AS A LONG TERM SUBSTITUTE FOR CASH
There are a few moments in one’s lifetime when the geopolitical and economic backdrop truly changes. COVID-19 and its aftermath are one of those moments. I call it “The Pandemic Pivot”.
The combined shocks of a highly contagious and in some cases deadly virus, global economic shutdown, rising populism, and global unrest are upending the old world order and introducing new disruptive dynamics yet to be fully realized.
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Great Investor Bill Miller’s Bullish Case
This page is here for technical reasons. Please click here for the episode page.
ALL THE REASONS TO BE BULLISH WITH LEGENDARY VALUE INVESTOR BILL MILLER
We are living in extraordinary times. We are calling it the Pandemic Pivot: the changes that have occurred or accelerated because of COVID-19 and the dramatic response to it, from economic shutdown to massive life support.
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