Where Can You Find Opportunities Amid Market Volatility?

The video discusses the impact of the coronavirus on market volatility, highlighting the spread across asset classes and the disconnect between FX and equity volatility. It explores investment strategies, emphasizing the importance of investment horizon and the potential for conservative risk-taking. The discussion includes market valuation, focusing on price-to-book metrics, and the role of active management in identifying opportunities. Finally, it examines recession indicators, such as the yield curve and economic activity data, to assess the likelihood of a technical recession.

In what ways can companies with high margin free cash flows survive a crisis?

What are the potential risks associated with a technical recession?

How can early signs of economic activity impact the likelihood of a larger recession?