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InvestTalk

07-17-2020: New Research Claim: Pandemics Typically Lead To Receding Inflation

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

News Commentary, Business News, Business, Investing, News, Entrepreneurship

4.41.5K Ratings

🗓️ 17 July 2020

⏱️ 47 minutes

🧾️ Download transcript

Summary

Theory: Pandemics leave a traumatized population determined to save rather than spend, and a labor-capital ratio that has fallen to levels that undermine the incentive to invest.




Today's Stocks & Topics: ACI - Albertsons Cos. Inc., The Heroes Act, Inflation Rates, AQN - Algonquin Power & Utilities Corp., INO - Inovio Pharmaceuticals Inc., Trailing Stop, COVID-19 Test Kit Manufacturers, VTR - Ventas Inc., PLNT - Planet Fitness Inc. Cl A, HP - QHP Inc., KGC - Kinross Gold Corp., Central Banks & Inflation.



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Transcript

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0:00.0

This podcast is produced by KPP Financial, Steve Peasley President,

0:10.4

KPP Financial, Independent thinking, shared success.

0:15.0

And now today's podcast.

0:17.0

Good afternoon fellow investors and welcome to Invest Talk. This is our Friday, July 17th, 2020 edition of Invest Talk. We're almost over halfway through the month of July, only a couple

0:36.1

weeks left in the month and you know we're ramping up with a lot of market moving news. We have the Senate and the House battling over the stimulus bill.

0:57.1

We have a potential big problem over in China with the Three Gorges that is now, it's flooding and their structural problems

1:07.1

and the whole Wuhan area is flooding. So I feel bad for that whole, all the population because they've

1:18.0

been held a bad ham in 2020, but that's something that can definitely throw a wrench in the world economy.

1:25.6

You know, we talked about the supply issues, right, the supply chain issues that the

1:31.4

COVID shutdown caused originally, while flooding throughout

1:34.8

that area is also going to cause problems as well. So something to watch on the

1:39.6

China front and markets close the week relatively strong here near the

1:46.9

highs of the day and I just posted a YouTube video so if you want to go check

1:52.3

it out.

1:52.6

I talked a lot about the battle between growth and value

1:56.7

in today's market or in the market this week

1:59.8

started on Friday of last week, and you're starting to see that rotation.

2:05.8

Now does that mean the value is going to just simply catch up with growth

2:08.9

and growth's going to go sideways or are we going to see a reversal of the gains on the growth side of the market?

2:14.6

Something to watch going forward through the rest of the month.

2:19.7

Now, I know there's a lot to think about in today's market. We're talking about the

2:28.8

return to school controversy. How is that going to play out? What impact might that have on the economy?

...

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