Intelligence Squared Bonus: The Economy and Markets After Covid-19
Apr 12, 2021
Join Joshua Mahoney, a Senior Markets Analyst at IG with a rich background in finance, as he delves into the shifting tides of the economy post-COVID-19. He discusses how the pandemic reshaped trading behaviors, with a surge of younger traders influenced by social media. The conversation highlights potential market recoveries, the vital role of timing in investments, and the evolving consumer landscape. From winners like Netflix to underperformers ready to rebound, it's a fascinating look at the economic future and innovative investment strategies.
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Episode notes
Investing Start
- Joshua Mahoney started investing during the 2007-2008 financial crisis.
- He observed many new investors entering the market then, similar to the pandemic.
Pandemic's Impact on Retail
- The pandemic accelerated pre-existing trends like the shift to online retail.
- Companies with a strong digital presence thrived, while traditional retailers struggled.
Pandemic Winners
- Tech and momentum stocks performed well during the pandemic due to their growth potential and adaptability.
- Companies like Zoom and Salesforce benefited from increased digitalization.