The InvestSense Podcast

The InvestSense Podcast

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The InvestSense Podcast episodes

  • Can we trust Chinese coronavirus data and does that even matter for markets now?

    Join InvestSense Director Jonathan Ramsay and Andrew Hunt of Hunt Economics in this podcast as they discuss:

    Chinese authorities just changed the way they are counting Coronavirus cases, what does that mean for markets?

    Where is the economic cost starting to show up around the world?

    With markets now driven so much by liquidity and interest rates does this even matter anymore?

    Scenario based asset allocation and asymmetric risk (the bad scenario is very bad but it has a low probability of happening… for now.

    19 min
  • Covid-19 data and does that even matter for markets now?
    Join InvestSense Director Jonathan Ramsay and Andrew Hunt of Hunt Economics in this podcast as they discuss:
    Chinese authorities just changed the way they are counting Coronavirus cases, what does that mean for markets?
    Where is the economic cost starting to show up around the world?
    With markets now driven so much by liquidity and interest rates does this even matter anymore?
    Scenario based asset allocation and asymmetric risk (the bad scenario is very bad but it has a low probability of happening… for now.
    19 min
  • Coronavirus: What this means for markets
    Join InvestSense Director Jonathan Ramsay and Andrew Hunt of Hunt Economics in this podcast as they discuss:
    Will the Fed continue to add liquidity into the system the way it did last year? Will the US use this liquidity or export it? Would that liquidity start to affect variable outside of the US?
    What is the likely time horizon that we might know whether markets will shake it off the volatility of coronavirus off, or whether it is something more than that?
    The implications of China’s banking system closing in response to the coronavirus.
    Could an inflationary scenario as a result of the coronavirus be enough to put upward pressure on Western interest rates?
    Unlike the 14 other pandemics we’ve experienced since AIDS in the 1980’s, is this likely to have a lasting impact 6 months down the track?
    20 min
  • Maybe It's Not 2000 All Over Again, It's Still 1999
    Join InvestSense Director Jonathan Ramsay and Andrew Hunt of Hunt Economics in this podcast as they discuss:
    The Fed successfully averted a liquidity crunch over Christmas but have they inadvertently set-off a liquidity boom?
    What could cause a sharp reduction in liquidity? Will it seep out of the US? Will it ultimately lead to inflation?
    With hindsight people accused Greenspan of doing too much to support asset prices but has this Fed taken it to another level?
    Has the role of markets fundamentally shifted from allocating capital to distributing wealth?
    What does this mean for asset allocation and relative performance of different regions. Spoiler alert: Through the lens of valuation the InvestSense portfolio management team still beg to differ…a bit.
    17 min

About The InvestSense Podcast

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InvestSense discuss the latest in portfolio management, economics and investments while joined by leading voices from around the world.

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