This week, longtime emerging markets expert Paul McNamara, investment director at GAM, joined to talk about what was driving EM to its highest levels since 2018. Gigi Sohn, a distinguished fellow at the Georgetown Law Institute for Technology Law & Policy and former counselor for the Federal Communications Commission, came on to discuss why Silicon Valley is bracing for a different Joe Biden this time around in the White House. Jon Turek, the Author of Cheap Convexity blog, explained how investors should be positioning amid the resurgence in covid-19 cases. Then Robin Farley, a consumer cyclical analyst at UBS, joined to discuss the outlook for the cruise industry.
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