Azeem Azhar's Exponential View Technology Companies and the New Recession
Mar 30, 2020
35:24
The world is facing an economic crisis never seen before, says equity analyst Pierre Ferragu. Consumer demand remains strong and supply infrastructure is still healthy, but both are in lockdown and unable to function. In this wide-ranging conversation with Azeem Azhar, Ferragu explains how the pandemic will affect the technology industry and its major players.
They also discuss:
- How “partial insuring” and “China + n” strategies could make for more resilient supply chains.
- How the crisis is accelerating the next generation of technologies.
- The winners and the losers of the pandemic.
Further reading:
- “Tesla has yet another biggest bull on Wall Street. Here’s why he thinks the stock could surge 57%. (TSLA)” (Markets Insider, 2020)
- “Tech Sectors and Stocks to Avoid in a Recession” (The Street, 2020)