Chesworth: Black Swan Events Overlooked by Markets

The video discusses the impact of Black Swan events, particularly the coronavirus, on global markets. It highlights the change in methodology from China and the resulting market overreactions. The discussion covers the potential for a V-shaped recovery, the impact on GDP, and the importance of fundamentals. It also addresses the uncertainty in global supply chains and the concerns for earnings season, with a focus on how different investors might react.

What factors does the speaker suggest will influence the recovery from the coronavirus?

What concerns are raised regarding the earnings season in relation to the coronavirus?