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Location: Zoom
Date: Monday 20th April
Company: Exponential Capital
Role: CIO & Portfolio Manager

The coronavirus has had a dramatic impact on many aspects of our lives. Lockdowns have been implemented around the world, wreaking havoc on global economies leading to extreme new monetary and fiscal policies.

In many countries, the curve appears to be flattening, and governments are putting in place plans to remove some of the lockdown restrictions, but one thing that will continue to be affected is global supply chains. 

In a global economy, supply chains are complicated, and the chain reaction from lockdowns is having an impact on many parts of the economy. Specifically, with regards to food, there is a risk that the breakdown in supply chains will lead to a hunger crisis in some parts of the world.

In this interview, I talk to Steven McClurg and Leah Wald the CIO & Portfolio Manager at Exponential Capital. We discuss the breakdown of the global supply chain, the social and economic impact, monetary policy and how this will impact developing nations.

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Coming soon…

Connect with Steven:

• Twitter

• LinkedIn

• Crunchbase

• Medium

Connect with Leah:

• Twitter

• LinkedIn

Connect with Exponential Investment Management:

• Twitter

• LinkedIn

• Website

More from Steven & Leah:

• Medium: Hunger: The Socioeconomic Effects of Food Inflation and Disrupted Global Supply Chains

• Medium: Paycheck Protection

Mentioned in the show:

• The Conversation: As the coronavirus interrupts global supply chains, people have an alternative – make it at home

• Business Insider: US stores and supermarkets might see shortages for the next year and a half, supply chain experts say

• CNBC: Companies will shift supply chains away from China after coronavirus crisis, Mark Mobius predicts

• Bloomberg: Global Supply Chain Risks: World Shifts Into Survival Mode

• Business Insider: How Singapore lost control of coronavirus outbreak, now second wave 

• New York Times: Dumped Milk, Smashed Eggs, Plowed Vegetables: Food Waste of the Pandemic 

• The Conversation: Why farmers are dumping milk down the drain and letting produce rot in fields 

• Reuters: Explainer: How the coronavirus crisis is affecting food supply 

• CNBC: Why oil prices went negative and why they can go negative again 

• BBC: Just how low can oil prices go and who is hardest hit? 

• The Guardian: Oil market faces storage crisis in a world awash with crude 

• New York Times: The World Is Running Out of Places to Store Its Oil 

• Oil Price: Energy Transfer Asks For Permission To Turn Pipelines To Oil Storage 

• The Financial Times: Oil industry facing historic production shutdown

• Forbes: What Was Russia Thinking In Refusing To Cut Oil Production?

• The Guardian: 'A disastrous situation': mountains of food wasted as coronavirus scrambles supply chain 

• Reuters: Millions of Americans join unemployment line as coronavirus savages economy  

• The Associated Press: Virus pushes US unemployment toward highest since Depression

• Wikipedia: Gini coefficient

• NPR: Why Is The Fed Sending Billions Of Dollars All Over The World?

• New York Times: U.S. Fed Balance Sheet Increases to Record $6.62 Trillion 

• The Times: World’s biggest vertical farms ‘will turn UAE deserts green’

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