Monday on INK Ultra Money:Insiders betting the music will keep playing
Here is what's new today on INK Ultra Money. Canadian Insider Ultra Club members have access to both premium and free content all the time. If you are not a Canadian Insider Club Ultra member, get full access to Real Vision and INK Research premium videos and see what stocks insiders are buying now by joining us. Use coupon code SPRING20 for a $100 discount off a new 2020 membership (renewals will be at the regular price unless cancelled before the end of term).
1. Insiders betting the music will keep playing - INK Research
Investors are concerned that a COVID-19 related economic contraction is going to hit advertising revenues at Stingray Group (RAY). However, the company is attempting to make the best of the stay-at-home economy and insiders are betting the music is not going to stop.
Exposure to the Canadian economy a plus?
2. Market fragility and the reinforcing panic loop - Real Vision
What happens when leveraged companies that have little tolerance for risk encounter one of the greatest exogenous shocks in macroeconomic history? This is the question that Mike Green, chief strategist and portfolio manager at Logica Capital Advisors, and Srinivas Thiruvadanthai, director of research at the Jerome Levy Forecasting Center, attempt to answer in a wide-ranging conversation about the long-term consequences of the COVID-19 pandemic. They argue that the knock-on effects of this crisis are made worse by very high debt levels and that, while the coronavirus will sweep away thousands of overindebted entities, resilient market actors will nevertheless be able to emerge from this chaos stronger than ever. Filmed on March 11, 2020, in New York.