Summary: I spoke with Carl and Sara about coronavirus, the economy, and the markets. Click here for a short video clip of the interview.
Topics we discussed include: As investors, our biggest enemy at this point is our emotions; the destructive blame game between US and Chinese government officials; and the impact of China’s recovery on supply chains. I believe we have now crossed the line from a macroeconomic problem to a full-blown financial crisis. I hope that you enjoy the clip.
JR
