The New Normal Part 5: Global Implications

03/09/21 • 27 min

Trading Perspectives: An Economic Podcast

When the dust settles, the smoke clears, and COVID-19 is finally in the rear-view mirror, the world’s geopolitical and economic landscapes will likely look different than they did leading into the pandemic. Some changes will simply be an acceleration in preexisting trends, others will be a complete surprise. What trends have we seen so far and what can we expect to see in the immediate future?

Previous Episode

The New Normal Part 4: Market Valuation

Overall economic strength has a major impact on equity valuations. When trying to determine the correct valuation for stocks, several different criteria are evaluated. What is that criteria? This past year has been a roller coaster. When we look back on the year what is the driving factor and what can we expect to see post pandemic?

Next Episode

The New Normal Part 6: A Look Back at the Past

Over the past 30 years, we have seen 3 other events that, at the time, had a similar feel. The first was Y2K, the second was in the aftermath of 9/11, and lastly the 2008 financial collapse. With the hindsight of time, we can now look back and see what predictions turned out to be true changes. This may give us the ability to view the COVID-19 pandemic in a bit of a different light.