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0:38 – Colby Donovan and Steve Curley introduce the podcast
3:10 – Introduce Chen Zhao
5:00 – Why he believes we need a fiscal response
8:00 – What we can learn from China's missed opportunity to clamp down early on
11:40 –Thoughts on the Fed's recent actions and why the U.S. and Europe need a fiscal response
15:43 – Is it time to de-risk or re-risk?
17:20 – Why the government must provide loan guarantees for small and big businesses
20:30 – Where does he see the most opportunity in the market right now?
22:50 – Issues with using outside research
24:15 – Mistakes he's seen people make during past bear markets
26:35 – Thoughts on the trade war
28:30 – What is the most egregious thing that you have seen in the investment management industry over the course of your career?