All-Stars #91 Dr. Pippa Malmgren: Coronavirus, Surveillance Capitalism, Election Outlook

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 3 February 2020

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

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Summary

All-Star Dr. Pippa Malmgren returns with an update on the nCoV Coronavirus outbreak, Pippa’s reaction to Kyle Bass’ allegations about China mining American genetic data, and an update on the U.S. election outlook Link: http://bit.ly/2Se7rEP

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.
0:30.0	Macrovoises All Stars Episode 91 was recorded on February 3rd, 2020.
0:36.1	I'm Eric Townsend.
0:38.0	This episode of Macrovoises All Stars is brought to you by top traders on plug.com,
0:43.5	the leading podcast when it comes to quant and rules based investing.
0:47.8	I'll tell you how to claim a free copy of their new guide to the best investing books
0:52.9	ever written at the end of this episode.
0:56.3	Returning once again is Dr. Pippa Mellgren from DRPM Group.
1:02.1	Pippa, the market is not quite panicking yet, but definitely on edge over coronavirus fears.
1:09.3	Is this the by the dip moment or is it time to panic?
1:13.6	So I'm not in the, it's time to panic camp.
1:17.8	And you know, I am no expert on this whole issue of viruses, but I have reached out to people who are.
1:24.0	And I think that this sounds like it'll end up being rather like some of the things I've experienced in the past,
1:32.2	like SARS and MERS and the volcano that went off, that it will ultimately be something that we figure out how to manage.
1:42.4	And the markets will have oversold this story.
1:45.7	You know, and I don't mean to make light of it, I fully appreciate that it's a very scary event.
1:52.0	But I just don't see this as being something that so profoundly changes the course of human history.
2:01.6	And if anything, what I think is really remarkable is that with all this bad news that the markets are holding up as well as they are,
2:10.6	you know, China's taken a hit and that makes sense.
	...

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