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Macro Voices

Hot Topic #5: COVID Super-Spreader Stealth Pandemic?

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.83.4K Ratings

🗓️ 24 February 2020

⏱️ 85 minutes

🧾️ Download transcript

Summary

We’ve assembled the #COVID thought leaders of Financial Twitter; Jim Bianco, Mike "Mish" Shedlock, Dr. Ben Hunt & Dr. Chris Martenson for an in-depth panel discussion as #COVID19 escalates toward global pandemic status. Link: http://bit.ly/3a2O1dy

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 Hot Topics episode number five was recorded on February 24th 2018.

0:36.2

I'm Eric Townsend.

0:37.8

Regular Macrovoises listeners know that since the end of January, I've expected the

0:42.3

COVID coronavirus situation in China to grow into a global pandemic with profound economic

0:49.6

consequences.

0:51.2

Over this past weekend, we've seen the first indications that my predictions are unfortunately

0:55.9

starting to come true.

0:57.6

But I want to be clear, I don't think we've seen anything but the tip of the iceberg yet.

1:02.8

So I've assembled a panel of the brightest and most insightful minds on financial Twitter.

1:09.0

The people who have been on top of this story, even before I recognized the gravity of the

1:14.0

situation myself, back on January 28th.

1:17.8

Jim Bianco at Bianco Research on Twitter has been on top of this story from day one,

1:23.3

and his graphs and charts have been invaluable to me personally in following this story.

1:28.7

Jim, thanks for joining us today and thanks for putting together a terrific chart deck

1:32.3

for our listeners.

1:33.3

Thanks for having me.

1:35.1

And listeners, you'll find a link to the chart deck which I strongly encourage you to

1:39.3

download because Jim's graphs and charts are terrific.

...

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