Roaring Into Recession

Roaring Into Recession

Coronavirus has pushed the global economy into a recession of historic proportions and halted the longest-lasting equity bull market on record. As infections spread globally, economic activity collapses, markets recoil and policymakers respond, the depth and duration of the economic and market downturn is Top of Mind. In this episode, Allison Nathan speaks with the former Chair of the Council of Economic Advisers, Jason Furman, and Goldman Sachs’ Chief Economist, Jan Hatzius. Both agree that the near-term economic damage will be severe, but whether it proves longer-lasting will depend largely on the virus’ trajectory and somewhat on policymakers, who have done a lot, but may need to do more to sustain households, businesses and market functioning in this difficult period. To that end, we assess the risk that the global health crisis becomes a financial crisis. And we discuss how this might play out in markets, and what investors should do from here. For that, we draw on the wisdom of Oaktree Co-Chairman, Howard Marks. His advice? Buy things with solid fundamentals when they go on sale. Learn more about your ad choices. Visit megaphone.fm/adchoices

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The IPO SPAC-Tacle

The IPO SPAC-Tacle

With the strength of the IPO market and the surge in IPOs via SPACs continuing into 2021, host Allison Nathan, creator and editor of the firm’s Top of Mind report, asks experts whether or not these tr...

2 Feb 202128min

What’s In Store For The Dollar

What’s In Store For The Dollar

After the US Dollar surged in late March as investors rushed to its safety amid the global onset of the coronacrisis, its value has since declined sharply. As uncertainty about the virus trajectory an...

10 Nov 202030min

Beyond 2020: Post-Election Policies

Beyond 2020: Post-Election Policies

The US presidential election is shaping up to be one of the most contentious and consequential in modern history, making its potential policy, growth and market implications Top of Mind. In this epi...

5 Okt 202029min

Covid-19: Where We Go From Here

Covid-19: Where We Go From Here

Well into the COVID-19 pandemic, countries continue to grapple with managing the virus while restoring economic activity. Where the virus will go from here, what that means for the economy and markets...

18 Aug 202029min

Investing in Racial Economic Equality

Investing in Racial Economic Equality

America appears to be at a point of reckoning with its long history of social and economic racial inequality. How to close the large and persistent Black-white earnings and wealth gaps central to this...

20 Juli 202032min

Daunting Debt Dynamics

Daunting Debt Dynamics

Government deficits, debt issuance and debt levels are set to surge as countries race to ease the economic impact of the coronacrisis. This raises many questions: who will finance this debt, will it f...

1 Juni 202032min

Reopening the Economy

Reopening the Economy

With mitigation measures leading to an apparent leveling off of case growth globally at the same time that the economic costs of such measures continue to mount, several countries around the world hav...

30 Apr 202026min

Oil’s Seismic Shock

Oil’s Seismic Shock

The global oil market is experiencing a massive demand shock, with demand for transportation fuels sitting in the crosshairs of the coronavirus crisis. At the same time, major oil producers have engag...

6 Apr 202026min

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