EPISODE 142 ▪
February 20, 2020
The Best Way to Play the Coronavirus Outbreak
Dan gives us an update on the handling of the Coronavirus by the Chinese government. Did they increase the risks by trying to cover it up? What are investors to do, if anything?
He then introduces this week’s guest, David Collum, who is Professor and Chair of the Chemistry and Chemical Biology Department at Cornell University. David writes an annual "Year in Review." It's a macroeconomic assessment of the markets that is a must-read. Dan and David hit it off like old friends, discussing a wide variety of topics like the Coronavirus, the Fed, and the chance of an upcoming recession. They even do a deep dive on controversial topics like climate change and the Jeffrey Epstein story. David makes a stunning claim, calling the Epstein story, "the biggest story in American history..."