EP.56 – Mehlman/Castagnetti POST-COVID PREDICTIONS

https://mehlmancastagnetti.com/wp-content/uploads/After-COVID-Mehlman-Q2-2020.pdf

The political consulting firm, Mehlman Castagnetti, put together an interesting presentation on what a post-COVID world is going to look like. HAVEN and I synthesized some of the highlights and broke down what we saw as important. The link is above and it’s useful to have in front of you as we deliver our comments.

Here is a quick outline of what is covered:

SECTION 1: WE WERE NOT PREPARED

“Recreational government” is neglecting what the true government functions are.

Our system is overly focussed on luxuries and there doesn’t seem to be any political will until disaster is upon us.

SECTION II- M/C’s PREDICTIONS

#1- New Psychology- what will the population’s mindset look like going forward?

#2- “Deglobalization”- Will there be a retrenchment?

#3- Freedoms Trade-Off: Can you be worried about the virus, the economy and political freedoms at the same time?

#4- “Techlash” – will the suspicion of tech companies persist? It may pause but will return in earnest when our situation stabilizes-

#5- Asset Bubbles as search for yields and stability becomes paramount.

#6- COVID Inequalities Widen Social Divisions

#7- Initiatives will move away from the state

SECTION III: REASONS FOR HOPE

#1- Americans Stepping Up: Fauci, Front- Liners, Community

#2- Innovators Stepping Up

#3- Government Trying to Step Up- Even If Incompetently

OUR BIG ASK-

More Cooperation Between Public and Private Spheres as we look for solutions to the virus and revitalize the economy?

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