Welcome to Crash Course, a podcast about business, political, and social disruption and what we can learn from it.

I'm Tim O'Brien. Every week on Crash Course, I'm going to bring listeners directly into the arenas where epic upheavals occur and

I'm going to explore the lessons we can learn when creativity and ambition collide

with competition and power.

Listen to Crash Course every Tuesday on the IHeartRadio app, Apple Podcasts,

or wherever you get your podcasts. Hello Oddlods listeners of course normally we release new episodes on Monday

but today we're bringing you a special midweek episode.

That's because it's very timely one.

Obviously a lot of interest in the

current virus and the effect that it's having on supply chains around the world. So we didn't want to wait, we didn't want to slot it in future in the schedule,

we wanted to get it out now and hopefully you enjoy. Hello and I'm

welcome and welcome to another episode of the Odd Lots podcast. I'm Joe Weisenthall. And I'm Tracy Allaway.

Tracy, you know it's really struck me in the markets over the last several weeks?

Uh, go on. Well, obviously the crisis over the coronavirus continues to be this massive story for the global

economy, for China, Asia, all kinds of different companies.

And yet investors in a weird way outside of some specific names or specific currencies

still seem surprisingly or maybe not surprisingly but generally not that worried right now.

Yeah, I find this pretty amazing so at the time that we're recording I think the

S&P 500 is still pretty close to its all-time high and what amazes me about

that is we spent two years collectively worrying about how trade tensions

between the US and China were going to affect global supply chains and

economic growth and consumption and we sort of followed every tiny in and out when it came to the trade

...