Challenging the Mainstream COVID-19 Lockdown Narrative (w/Mike Green, Nick Hudson & Russel Lamberti)
Real Vision: Finance & Investing
Real Vision
4.1 • 1.1K Ratings
🗓️ 21 February 2021
⏱️ 80 minutes
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| 0:00.0 | Mike Green here for Real Vision. I'm excited to kick off the year 2021, talking all around the globe |
| 0:22.5 | this early morning in California, and I'm excited to sit down and talk with Russell Lumberty and |
| 0:26.7 | Nick Hudson in South Africa. Gentlemen, welcome. Now I met you to actually via a Twitter thread |
| 0:37.1 | that I posted about the pandemic. One of the members of your Panda Network, which we'll discuss in |
| 0:42.6 | a second, reached out to me and said, hey, you should really be looking at X. I reached out to you, |
| 0:49.6 | was put in touch with you too, and would love to know a little bit about you guys as we talk about |
| 0:55.5 | the dynamics of the global pandemic, the organization that you've built, Panda, the pandemic's data |
| 1:00.4 | and analytics team, that is a global network of scientists. Let's start with just some brief |
| 1:06.1 | background, Russell, to you. Thanks, Mike. It's good to be with you guys. I'm a professional |
| 1:10.1 | economist, a live in Cape Town, a run a boutique research macro research business called ETM |
| 1:17.1 | macro advisors. My clients are predominantly fund managers and professional investors. I'm a big |
| 1:22.6 | fan of real vision actually, been a long time supporter of the platform and have enjoyed much |
| 1:28.7 | of what you guys have done. So my space is very much macro and markets, covering FX commodities, |
| 1:37.7 | big picture stuff, business cycles, and have known Nick for a number of years, prior to 2020, |
| 1:45.2 | and when that hit, we kind of decided to start. I mean, we were sharing ideas early on in this |
| 1:52.2 | thing, and Nick kind of took the bull by the horns, and I came along for the ride as well. |
| 1:57.2 | So I have an economics background. My strong suit is not |
| 2:02.9 | virology or viruses or anything like that. I've been looking a lot at the economic impacts. |
| 2:09.0 | I've been learning as I go, of course, as we've all been on a crash course on virology in 2020, |
| 2:14.0 | but really keenly focused on the economics and the severe impacts of lockdowns and the |
| 2:20.8 | curtailment of trade freedoms and so on has been really interesting for me this year. And of course, |
| 2:26.0 | watching how policy makers, central bankers, governments have responded and have layered on, |
... |
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