49:31

EssentialThe Essential Conversation

First COVID, Then War, Now COVID

Featuring Jens Nordvig and Harry Melandri

Apr 28, 2022 • 49 minutes

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Essential

The Essential Conversation

First COVID, Then War, Now COVID

New lockdowns of major Chinese cities represent a serious threat to global economic growth.

Featuring Jens Nordvig and Harry Melandri

Apr 28, 2022 • 49 minutes

Russia’s invasion of Ukraine already made even more complex a global environment turned upside down by the original COVID-19 pandemic and the official response to it. Now, the impact of a new set of lockdowns in China is rippling through financial markets. Harry Melandri of MI2 Partners and Exante Data CEO Jens Nordvig get together to talk about what the Chinese Communist Party’s adherence to its “Zero Covid” policy means for the Middle Kingdom and the world. Residual effects will be seen in a multitude of asset classes, including equities and bonds as well as in U.S. inflation. Nordvig offers his views on how a pivot away from Russian energy will affect investment in the sector and explains why he thinks Norway occupies an advantageous position. Recorded on April 26, 2022. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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