The Great Pause | Value Investor TV - Podcast #99

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Value Investor TV

Business


The Great Pause. This is what people have been calling what we are all experiencing right now: the sudden economic halt due to the COVID-19 pandemic. What is the long-term repercussion for investors and for companies? The fragility of modern day supply chain. Lack of in-house manufacturing. Slow, complicated healthcare policies. Should we prepare for the next wave of infection? Will central banks continue to write checks? Let's discuss.