Emil,
thanks for this article. I also heard you on MV and appreciated your presentation as well as your attempts at levity on this very serious topic. The timing of your article is quite spectacular also. Since we were just starting to see the impacts of the Covid-19 pandemic.
Now with two months past, which feels more like a lifetime, and the world has completely changed, what additional observations could you offer with regards to the escalating decline in economic output or demand. From your day job, do you have any thoughts on real assets (precious metals or other such things).
What did you holding back from saying, because you were worried that people would think you were crazy, but now maybe not so much.
Should we be partying like its 1999?
Thanks for any more insights.