Coronavirus: When Supply Chains Breakdown – Live with Dan Hearsch

Published on
March 5th, 2020
Duration
53 minutes

Flash Update: Three Coronavirus Outlooks and Ways to Play the Sell-off


Coronavirus: When Supply Chains Breakdown – Live with Dan Hearsch

Live ·
Featuring Dan Hearsch

Published on: March 5th, 2020 • Duration: 53 minutes

Coronavirus fears have taken hold of markets, and it seems that every passing day its hold becomes stronger. The question now is, “How will each sector be affected?” The auto manufacturing sector in China experienced a decline of more than 90% in the first half of February alone. To understand what this means not just for China but for global auto manufacturers and supply chains, we are bringing Dan Hearsch, managing director at Alix Partners, on this week’s Real Vision Live.

Comments

  • ZY
    ZHENG Y.
    7 March 2020 @ 10:25
    Why would they want to shutdown the market? Knowing that would only caused market crash. If really market shutdown, i bet BTC would shot to moon (if BTC market is not shutdown)
    • MM
      Mike M.
      7 March 2020 @ 22:30
      That's the beauty of BTC markets, they don't shut down. There's satellites beaming the network down from space: https://blockstream.com/satellite/
  • AW
    Andrew W.
    5 March 2020 @ 23:07
    Will this pandemic be inflationary or deflationary given what Dan is talking about.
    • CH
      Charlie H.
      6 March 2020 @ 02:41
      Both of Chris Cole's hawk wings (deflation and inflation) will come to fruition.
    • EO
      Elena O.
      7 March 2020 @ 05:14
      Yes. I think that as well. Question is where we will have inflation and where - deflation?
  • RM
    Robert M.
    6 March 2020 @ 01:19
    If CV19 was isolated to China, having a supply chain independent of China would make a big difference. Given that CV19 is now a global pandemic, all manufacturing, in all countries will be impacted over a 3-6 month period. When China gets back to full production, chances are that manufacturing outside of China will be shutdown and won't have the demand for many of their components and or finished products. I think that a global depression is on the cards. The CCP screwed the world by allowing travel outside of China while they locked down their cities, WHO have been aiding and abetting the CCP in spreading CV19. This is not short term, US CV19 numbers are low as a result of almost zero testing having been done to date. Dan Hearsch is clearly a subject matter expert in his field, this is a pandemic with far reaching consequences beyond supply, it will be a demand shock as well.
  • RM
    Russell M.
    5 March 2020 @ 20:21
    Useful explanation of the supply chaing.