Are Bonds Pricing in a Market Crash? | Alfonso Peccatiello
Forward Guidance
00:00
The Effects of COVID-19 on the Market
Alfonso: Your models were showing that the vaccines, which people get a vaccine, they think, oh, I'm good for life. But to me, your worries are less about Omochron and more about this vaccine story. So we weren't focusing too much on Omochron in our discussion, Jack, for a reason. My model was telling me we're going to deal with it poorly. A lot of alarm has been raised by laterally and then immediately Austria in Europe announced the announce lockdown. Germany followed and then the omicron thing of course, stole the show. It's effectively an attack on my model even before micron became a thing."
Transcript
Play full episode
