Peter Zeihan
President and Founder
Zeihan on Geopolitics
Interviewer: Lauren Foster, Content Director, Live Events, CFA Institute
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Economic Policies and Systems
Monday, 18 May 2020
2:00–2:30 pm ET
The World in Crisis: Global Analysis
Monday, 18 May 2020
2:50–3:35 pm ET
COVID-19: Potential Implications for Global Supply Chains
Vikram Mansharamani
Lecturer
Harvard University
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Wednesday, 20 May 2020
12:05–12:25 pm ET
Investing in Disruptive Innovation: How Innovation Gains Traction during Tumultuous Times
Catherine D. Wood
CEO and Chief Investment Officer
ARK Investment Management LLC
- We are experiencing a shock to the financial system, but the forces in motion before this shock will continue. We have experienced two prior shocks in the last 40 years:
- Portfolio insurance failed in October 1987
Low volatility strategies this time around - Terrorist attack on 11 September 2001
Coronavirus outbreak this time around
- Portfolio insurance failed in October 1987
- Thee variables can serve as a guide to investors: monetary policy, fiscal policy, market signals
- Innovation gains traction during tumultuous times. For example, in health care, the convergence of artificial intelligence (AI), next-generation DNA sequencing (NGS), and CRISPR gene editing have the potential to transform health care completely.
