Talking About V…

Published on: April 30th, 2020

As the world begins to lift restrictions, we are now on the verge of what is arguably the most critical juncture of the post Covid world – the reopening. Christophe Ollari delves into the shape of the recovery and what market participants could expect moving forward.

Comments

  • JO
    Johnny O.
    4 May 2020 @ 07:18
    One minor point: the assertion that China let international flights leave Wuhan after they closed domestic flights has been disputed. Niall Ferguson has accepted its correction. Flight paths indicate that Wuhan flights were cancelled and flights that normally stopped in Wuhan did not. China did plenty wrong and told tons of lies and had already infected the rest of the planet by the time they stopped these flights, but this accusation was particularly incendiary (because it implies deliberate poisoning of other countries while protecting Beijing and Shanghai) and needs to be taken off our lists.
    • GB
      Gold B.
      5 May 2020 @ 14:37
      has someone actually looked at the flight manifests and shown this to be the case (one way or the other) with such primary records? That is the only source of information I would trust.
    • LK
      Lauri K.
      6 May 2020 @ 19:10
      I'm pretty sure there were flights still arriving from Wuhan in January to Europe. At least I am certain Finnair was flying the route Helsinki-Wuhan in late January.
    • LK
      Lauri K.
      6 May 2020 @ 19:13
      I have to correct myself. There was no flights to Wuhan, only to other destinations in China.
  • JK
    Justin K.
    3 May 2020 @ 08:13
    Good read!
  • MC
    Michael C.
    3 May 2020 @ 03:12
    Refreshing to read you points of view Christophe. Merci
  • JG
    Johan G.
    2 May 2020 @ 09:48
    Thank you Cristophe. Very good analysis. I agree with your view that Covid speeds up and strengthens processes that were already in motion. The next 20 years will be very different than the last 20 years. In my business we spent the last 5 years deleveraging and will do the same going forward. Also de-dollarising if that is a term...
  • CA
    Carlos A.
    30 April 2020 @ 19:15
    Critophe Ollari is an excellent trader, is great! but I have serious problems trying to understand his English, Can you put closed caption on the video please?
    • TW
      Tim W.
      30 April 2020 @ 20:40
      Yes, a fantastic guest but my hearing isn't so good. A transcript would be great, if possible.
    • DR
      David R.
      30 April 2020 @ 21:01
      Christophe was popular on TV Think Tank too. The problem with this was, as a handful of people said in the chatbox that the video was periodically lagging, repeating, and stuttering. This has been an occasional problem recently. Makes it very difficult to comprehend on several occasions. So as Tim suggests, a transcript to assist with a quick review after technical difficulties would be nice and more efficient than spending another hour just to catch the problematic part(s). Please and thank you.
    • gh
      graham h.
      1 May 2020 @ 12:01
      I'm glad to hear that it wasn't just me.
  • KB
    Kevin B.
    1 May 2020 @ 03:28
    Thanks so much for making this written analysis available. Very insightful!
  • Am
    Alex m.
    1 May 2020 @ 03:28
    Sorry can any one comment? is the central bank suppressing equity volatility through liquidity to bond sellers, who then buy equities, or by a belief / confidence that they will do more if required (purchasing equity ETFs directly perhaps) or both?
  • nr
    nicholas r.
    1 May 2020 @ 00:18
    Thank you so much Christophe Ollari!
  • DR
    David R.
    30 April 2020 @ 21:22
    Thank you for Mr Ollari for making available your extra thoughtful and compelling written analysis. Greatly appreciated. It was also delightful reading your work previously on RealVision Think Thank. Thanks again.