Hello all, I recorded the interview above with Rachel Pether from SALT (the alternative investment conference/forum founded by Anthony Scaramucci).
MICAHEL FRAZIS | 4/6/2021
Portfolio Manager, Managing Partner
This Weeks Guest.
Robert Stretch, MD
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Three things you didn’t know about the the virus, an Aussie company that stands to benefit, and two in the United States. Afterpay’s results… this was a quick one, but a good one.
If you’d like to know more about us see:
You can find Claude at
0:50 – Michael gives an update on the underlying science of the latest coronavirus
1:44 – The importance of understanding the spike protein
2:05 – Why the coronavirus is so much more infectious than SARS
3:14 – Claude shares his thoughts on how the spread of the coronavirus may play out
3:30 – Michael discusses the recent coronavirus tests using SARS antibodies
5:02 – Claude reveals his plan of action if Australian coronavirus transmission increases
6:20 – Discussion of Swine Flu
7:30 – The issue with unpredictable virus mutation
9:30 – The effects of temperature on the coronavirus
11:00 – Discussion of Biotron (ASX:BIT), an Australian biotech which could combat coronavirus
11:23 – Claude discusses his position in Teledoc (NYSE:TDOC), a company benefiting from the coronavirus
15:16 – Portfolio performance during sell-offs and the resilience of the healthcare sector
16:50 – Afterpay (ASX:APT) results discussion
21:10 – The coronavirus sell-off, a glitch in the long-term charts
23:00 – How systematic trading in markets exaggerates moves
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