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Chen Zhao & Steve Curley, CFA - COVID-19, De-risk or Re-risk Your Portfolio? 

[The Investors First Podcast, EP. 02]

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Our guest today is Chen Zhao, Chief Global Strategist at Alpine Macro, joined by local guest host Steve Curley, Chief Investment Officer of WaterOak Advisors and President of the CFA Society of Orlando. 

Chen discusses the different factors causing the current economic and financial situation, why the Fed has done their job but it’s time for the government to step in and do theirs, where he sees the best opportunities in the market, and how the coronavirus outbreak impacts the trade war with China. We hope you enjoy it.  

Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL


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Episode Notes

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?