I had two main takeaways from the panel I hosted at the CFA Austin annual dinner where the topic was The U.S. and China: When Two Global Economies Collide:

Nobody on the panel seemed to be very concerned about Covid-19 (the coronavirus) and its potential longer-term market/economic ramifications. This makes me more concerned, since it’s pretty clear that most of the market is not pricing in much risk yet. The epidemic is a bigger risk today than it was two months ago, even as most asset prices and stocks have rallied meanwhile.

All the panelists laughed when I said I trusted bitcoin











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