WILL THE MASSIVE POLICY RESPONSE HALT THE GLOBAL ECONOMIC FREEFALL?

April 24, 2020

NEW THIS WEEK
We are witnessing massive policy responses of historic proportions. The fiscal and monetary reaction to the COVID-19 shut down of economies around the world has been unprecedented in its size and speed. How effective will it be and who stands to benefit from the stimulus? Who is at most risk of being left behind?

We have measured answers from a major player in resolving the Global Financial Crisis a decade ago. John Lipsky, who was the First Deputy Managing Director at the IMF from 2006-2011 during the height of the crisis joins us with his in-depth analysis of the policy response then and now and perspective on current risks. He raises serious concerns about the economic health of southern Europe, Italy in particular and emerging market countries as well.  It’s a heads up for the international exposure of our portfolios. 

Listen to the audio only version here:

JOHN LIPSKY


As WEALTHTRACK transitions to remote production we are tapping a rare interview we did recently with third-generation investor Chris Davis whose family’s half a century perspective brings calm in the midst of the current chaos. Watch the episode again.


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