MacroVoices Hot Topic #4: Wuhan Coronavirus (2019-nCov) Market Impact Analysis v2

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 27 January 2020

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

New updated version re-recorded 1/28/20 to reflect new information and correct errors in first version. WE RECOMMEND YOU LISTEN AGAIN #2019nCoV #Wuhan #Coronavirus Host Erik Townsend weighs in with a summary of what he’s learned thus far about 2019-nCoV, the Wuhan Coronavirus, and his analysis of what it will mean to financial markets. Link: http://bit.ly/38ETuX2

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 four was originally recorded on January 27, 2020.
0:37.0	This updated version was re-recorded on January 28, 2020.
0:42.0	I'm Eric Townsend.
0:43.7	The coronavirus outbreak that began in Wuhan, China in early December, and which has become
0:49.3	known as 2019 NCOV, is the subject of today's podcast.
0:56.0	Not a few listeners interpreted some of my comments in the original version to mean that
1:00.8	I didn't think this was a very big deal.
1:03.6	Nothing could be farther from the truth.
1:06.2	The reason for the updated version is both to clarify my language and meaning, and also
1:11.9	to incorporate some new information that I've learned from several of our listeners
1:16.4	since the first version was recorded just 24 hours earlier.
1:21.0	Obviously, the most important aspects of this story are the humanitarian impacts on all
1:26.6	of the people around the world, being affected by this disease, and our hearts go out to
1:32.0	everyone worldwide who has been affected either directly or indirectly by the virus.
1:37.8	But our job at Macrovoises is to translate world events into their likely impact on financial
1:43.3	markets.
1:44.3	So that will be the focus of today's podcast.
1:47.5	I've spent most of the past weekend learning as much as I possibly can about this situation,
	...

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