All-Stars #106 Dr. Pippa Malmgren: The Post-COVID19 Economy Recovery and U.S.-China Relations

Macro Voices

Hedge Fund Manager Erik Townsend

Investing, Business, Business:investing

4.8 • 3.4K Ratings

🗓️ 26 May 2020

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

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Summary

All-star Dr. Pippa Malmgren is back with commentary on how the recovery is likely to play out in both the real economy and financial markets, and how U.S.-China relations will fare going forward Link: https://bit.ly/2ZG1QwC

Transcript

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0:00.0	This is a special edition of Macrovoises with hedge fund manager Eric Townsend.
0:14.2	The premier financial podcast targeting professional finance, high net worth individuals, family
0:19.8	offices, and other sophisticated investors.
0:23.0	Now for this special edition of Macrovoises, here's hedge fund manager Eric Townsend.
0:30.5	Macrovoises All Stars Episode 106 was recorded on May 26, 2020.
0:37.1	I'm Eric Townsend.
0:39.2	This episode of Macrovoises All Stars is brought to you by top traders on plug.com, the
0:44.6	leading podcast when it comes to quant and rules based investing.
0:48.7	I'll tell you how to claim a free copy of their new guide to the best investing books
0:53.9	ever written at the end of this episode.
0:57.3	Dr. Pippa Malmgren returns as my guest this week.
1:01.5	Pippa, it's great to have you back on All Stars.
1:04.2	I've been in Pippa withdrawal syndrome.
1:07.8	And I'm dying to ask you the question that seems to be on everybody's mind, which is
1:12.7	what's the shape of the economic recovery?
1:15.2	Is it V-shaped?
1:16.2	Is it L-shaped?
1:17.2	Is it U-shaped?
1:18.2	Pick a letter.
1:19.2	Maybe we'll use Greek symbols.
1:21.3	What letter should we be looking for here?
1:23.9	So actually it's a concept rather than a letter because it's not linear.
	...

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