52 Risks News & Updates – June 2020
A summary of recent podcasts, articles and news from 52 Risks and Peter Deans on the COVID-19 coronavirus pandemic
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Author: PeterDeans
Pandemics: The Convergence of Business Disruption & Economic Slowdown
Pandemics (or near pandemics) are infrequent occurrences and appear to have varied in their nature and impact. The longer-term impact from the supply chain disruptions, any economic slowdown, and financial markets dislocation is often unclear. There should be three distinct areas of focus and consideration by business owners and managers in such a period of disruption and uncertainty.
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Oh no.
The real question is how Wall Street has led investors to believe it's ok to pay 24x the highest forward operating earnings estimate in history without expecting a decade of negative total returns. Chart in 3D, to disabuse the notion that low interest rates mitigate this. https://twitter.com/ChristianGoetz4/status/1421385973892632576
