How to invest when the ports seize up

In today’s Exponential Investor…

  • From Covid-19 to Brexit
  • Time for optimism or not?
  • Where to next? Oil? Stock picking?

In today’s Exponential Investor podcast we discuss what implications Brexit is going to have on the market and where might this lead to opportunity?

After all the uncertainty that Covid-19 has thrown at the markets, over the last week investors have turned their attention back to Brexit and what appears to be an impending “No Deal”.

What will this do to ports, supply chains, what will it do to investors?

We take a look at what that might look like as well as discuss whether or not there might be opportunity within these crises or maybe it’s not all as optimistic as it should be.

The good news is that we might not necessarily agree on the way out, or the way forward for investors.

That’s not to confuse you, but it’s to remind you that even we have divergent views on things and that there is no absolute answer to it all.

If anything, it’s a reminder that there could and will be multiple outcomes that will both be risky and dangerous for investors, and also in the right situations provide great opportunity. How to play it is what we hope to guide you on and you to put into practice.

You can enjoy your latest podcast right here, now.

 

Regards,

Sam Volkering and Kit Winder
Exponential Investor

Category: Technology

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