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

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: www.fraziscapitalpartners.com You can find Claude at  www.arichlife.com.au 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