Episode Details
| Title | Covid-19: Where We Go From Here |
|---|---|
| Date | 8/18/2020 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $MFG - Manufacturing sector expected to rebound strongly despite ongoing virus concerns, with above-consensus economic recovery projections.
- “We are somewhat higher than the consensus because we do think that we can bring back economic activity to a significant degree, in particular in the manufacturing and construction sector, even in an environment where at least for the next six months, twelve months, maybe beyond that virus is still an issue and we don't have a vaccine.” - Jan (11:58)
- 🟢 $CONSTRUCT - 🔒
- 🟢 $FACEMASK - 🔒
- 🟢 $VACCINE - 🔒
- 🟢 $PHARMVIG - 🔒
Bearish:
- 🔻 $CONSVC - 🔒