A review of how the pandemic, financial markets, and government policy evolved in 2020 to make for an unforgettable year.

Topics covered include:

Why the Covid-19 pandemic ranks as the second worst in modern history
What is the difference between risk and uncertainty and how our investing should be different when dealing with uncertainty
What portfolio changes did David make in 2020 and how should he have invested if he had perfect foresight
Why speculative assets such as gold and cryptocurrencies have performed so well in 2020
Why high savings rate and pent up demand provides a tailwind for the economy
How to invest and live when the future is unknowable

Thanks to Policygenius and LinkedIn for sponsoring the episode.

Show Notes

286: Coronavirus and the Financial Impact of Pandemics

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2020 - The Year We Will Never Forget 23:51 Share

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