Episode 24: Coronavirus – what’s going on? Claude joins us to talk about the impact on specific stocks, and we also cover Afterpay’s results

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Australian Financial Review

Australian Financial Review

Hello all, Tom Richardson at the Australian Financial Review featured us in an article available online here. Hope you’ve had an…

Michael Frazis

Portfolio Manager, Managing Partner

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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.
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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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