I joined Taylor Schulte from Define Financial to discuss the potential impact of COVID-19. We covered:
- The recent research paper I published.
- Two potential scenarios for COVID-19.
- Why this recession is more like a natural disaster than a standard business cycle recession.
- The temporal dislocation between the economy and financial markets that makes this environment difficult to navigate.
- What makes the government unique in times of crisis and how it creates money.
I hope you enjoy it! More importantly, I hope you are staying safe and healthy.
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.