I had two principal takeaways from the panel I hosted on the CFA Austin annual dinner the place the subject was The U.S. and China: When Two World Economies Collide:
No one on the panel gave the impression to be very involved about Covid-19 (the coronavirus) and its potential longer-term market/financial ramifications. This makes me extra involved, because it’s fairly clear that many of the market just isn’t pricing in a lot danger but. The epidemic is an even bigger danger as we speak than it was two months in the past, at the same time as most asset costs and shares have rallied in the meantime.
All of the panelists laughed once I stated I trusted bitcoin