TBG Investment Committee Outlook - Week of January 27, 2020
The market dropped 450 points today as fears and uncertainties around the Chinese coronavirus make their way through the markets. In this special edition podcast with our whole investment committee we make the case for “don’t just do something, stand there” as the right investor response to the present news. We appeal to history, market realities, health epidemic precedents, and basic trade economics to make the case for avoiding panic, and letting an unresolved problem get resolved. Please give it a listen, and please reach out with any questions you may have.