Technology Companies and the New Recession

The world is facing an economic crisis never seen before, says equity analyst Pierre Ferragu. Consumer demand remains strong and supply infrastructure is still healthy, but both are in lockdown and unable to function. In this wide-ranging conversation with Azeem Azhar, Ferragu explains how the pandemic will affect the technology industry and its major players.

They also discuss:

• How “partial insuring” and “China + n” strategies could make for more resilient supply chains.
• How the crisis is accelerating the next generation of technologies.
• The winners and the losers of the pandemic.

Further reading:

• “Tesla has yet another biggest bull on Wall Street. Here’s why he thinks the stock could surge 57%. (TSLA)” (Markets Insider, 2020)
• “Tech Sectors and Stocks to Avoid in a Recession” (The Street, 2020)

@p_ferragu
@azeem
@exponentialview

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About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.

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Production by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.

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