Day 3 Of Coronavirus Panic: Relaxed And Waiting

Video length: 00:06:33

The Watch List with Nicole Petallides is a favorite. Why? Nicole is always spot on with the questions people need to get answered AND they give me enough time to actually cover a topic properly...

This was day three of the panic - on the worst week since 2008. We had already some some initial rebalancing, and just waiting for a full 10% correction around SP500 3050 - which we got the next day. My main point was that you have to know what to buy, keep it simple and understand that a virus was coming in waves. Meaning, while China was slowly recovering, Italy was just starting. I wore a Japanese mad cashmere jacket by John Varvedos. Very warm.

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