Coronavirus Crisis Continues: Expect 'Rolling' Recessions

Rachel Ziemba, a geo-economic and country risk expert, joins the podcast to discuss the continuing, and intensifying economic impact from the coronavirus. It's become clear that the crisis has caused a demand shock that will likely bring "rolling recessions" in its wake. The most likely scenario appears to be for a "W-shaped" recovery. In the meantime, there is still a lot that go wrong. Content Segments (Spotify users can click on time stamp to link to section directly) The demand shock, shift in demand, and rolling recessions (4:27) Unique characteristics of the coronavirus crisis (7:57) Oil and oil-producing countries may be at most risk. Sino-U.S. relations can be expected to suffer (16:35) Background on the guest (25:55) Discussion of historical parallels: some similarities, but there is no precedent (30:16) The unlikely prospect of a "V-shaped" recovery (36:26) How deep might the trough be? (39:55) Are there any safe harbors from this? (47:57) For more information on the guest: Website: ZiembaInsights.com Twitter: @REZiemba Not intended as investment advice.