Hi Girish

Hi Madhav

Glad you could join

Would Marti invest in Europe now ? It has woefully underperformed the U.S. If yes, are any countries his favorite and what part of the capital structure is most interesting

Thanks

Amen!

What has surprised Marti the most in the past three months about Covid specifically in context of (a) Central banks’ response (b) political response and (c) Market’s response.

thank you!

How does one develop models to assess economic impact of the pandemic. We have attempted this but is challenging due to non-availability of data

Can Europe survive this event as a cohesive entity? What are the pressures for it to break apart?

In the US, Congress and the FED have injected $6-8Trillion into the market through various vehicles. And fed chairman Powell has famously said on record that the feds powers are “unlimited” in this crisis. At what point will such massive fiscal and monetary injection become problematic for the medium- and long-term future, and what are the potential issues we will face as a society once we are past this COVID-19 crisis due to the actions we are taking today to address the current economic challenges.

We operate in a world where multilateralism is important. For multilateralism to work, we require governance systems to be somewhat homogenous. China seems like a red herring, marching to its own beat. What can we trust and what can we not as far as China is concerned?

Is negative interest rate likely in the US? If yes, would it have long-term consequences for savings and investment?

Do you think current US stock market valuations are justified ?

What is the explanation for the market’s (wall street) relative sanguine reaction to the significant contraction to the “main street” economy? Feels like they are expecting stimulus to cushion the blow, but maybe are not taking into account the inevitable increase in taxation that will materially impact corporate profits.

Is this the beginning of China’s fall ? Is this the end of globalization movement that permeated each and every part of the ecosystem ?

when will the playbook to deal with such a pandemic be perfected ? (do we know enough now or do we know what we don’t know ?)

old monk XXX rum from tarams is where i got started.

Kannan Old Monitor Gin near the front gate !

Marti, what you are saying it, when they go low, you go high !!!

Marty - how do you spell the name of that wine?

Girish - lol

https://en.wikipedia.org/wiki/Beaujolais

Thanks for facilitating a great conversation, Rohini!

thanks so much for the call!!

this was so awesome.

And Marty for your time and thoughts, of course!

let’s make this a series.

Thank you Marti, Rohini and Girish!

Amazing!

Thank you Marti and Rohini!

Mechanical Engg is the liberal arts degree of IITM.

Marti and Rohini.. Amazing conversation.. Really enjoyed it…

Great conversation. Thanks a lot Rohini, Marti, Girish, Karthik.

thanks Marti and Rohini!