Covid-19 & Macro: The Writing is on the Wall – Live with Mark Orsley

Published on
March 26th, 2020
Duration
54 minutes

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Covid-19 & Macro: The Writing is on the Wall – Live with Mark Orsley

Live ·
Featuring Mark Orsley

Published on: March 26th, 2020 • Duration: 54 minutes

As the weeks drag on, and coronavirus continues to tighten its deadly grip on the United States, it becomes apparent that its appetite for destruction is not just of a carnal nature. With businesses shuttered from coast to coast, macroeconomics takes center stage as preliminary figures begin to reveal glimpses of the devastation that the virus is unleashing around the country. Initial jobless claims released today, shattered all records to hit an all time high of nearly 3.3 million, and this could be just the beginning. This week, Mark Orsley, head of macro strategy at Prism FP, joins us to discuss everything from monetary policy and labor data to what we can expect in next week’s non-farm payroll report and in the macro indicators over the weeks and months ahead.

Comments

Transcript

  • MG
    Miguel G.
    31 March 2020 @ 16:41
    One of my favorite conversations so far. Awesome job Mark and thanks on not only touching on today's problems in macro, but what it could mean over the next few years and importantly how to potentially profit from it.
  • lm
    luke m.
    31 March 2020 @ 05:00
    Great content as usual !!! Quick question from a beginner here haha So by keeping the yield curves flat to not hurt the banks as Mark Orsely was discussing , is this because if the yields on bonds are higher, people will take their money out of the banks and put it in bonds as the yields are too attractive compared to what a depositer would receive from a bank ?
  • lm
    luke m.
    31 March 2020 @ 05:00
    Great content as usual !!! Quick question from a beginner here haha So by keeping the yield curves flat to not hurt the banks as Mark Orsely was discussing , is this because if the yields on bonds are higher, people will take their money out of the banks and put it in bonds as the yields are too attractive compared to what a depositer would receive from a bank ?
  • LC
    Lindsay C.
    30 March 2020 @ 14:10
    Another exceptional interview with Mark Orsley covering a robust range of topics from YCC, HY credit, looming Japanification and the fallacies of buying the dip. The great dynamic between Mark and Ed made for a highly enjoyable & insightful hour. Looking forward to the next one!
  • FD
    Frank D.
    30 March 2020 @ 09:03
    Outstanding interview, thank you very much.
  • Md
    Matthew d.
    30 March 2020 @ 01:34
    Thanks RV, this is a great video - I like the questions coming in and being answered (it feels more personal than RV Essential). Oh and as always, Ed Harrison is GREAT!
  • lD
    lance D.
    29 March 2020 @ 21:17
    cool cucumber this guy nice 1 ed
  • SB
    Stephen B.
    29 March 2020 @ 18:24
    Excellent discussion. Excellent guest.
  • PS
    Pavel S.
    29 March 2020 @ 13:32
    Great job, Edd & Mark. You covered the whole spectrum of topics with concrete insights and data points. Appreciated how Mark defined the left tail including his estimate on SP500 figures. Thanks a lot!! I expect a short term rebound and phase 5 sell off among April earnings, too.