EPISODE · May 19, 2020 · 14 MIN
Confluence of Ideas - The Lessons of History
from Confluence Podcasts · host Confluence Investment Management
This episode examines the economic, market and social effects of earlier pandemics. Although the Black Death is mentioned, we focus on relatively recent events, including the Spanish influenza. One of our themes has been an impending reversal in the equality/efficiency cycle; in this podcast we discuss the potential that the pandemic could accelerate the shift to an equality phase.
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Confluence of Ideas - The Lessons of History
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