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 Double or Nothing! With Michael Frazis and Misha Saul

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