How will the future unfold? What is the impact of technology on business & society? As technology reorders the world in which live, who will be the winners and who will be the losers? Join Azeem Azhar, curator of the Exponential View newsletter, in deep conversation with the world's leading thinkers and practitioners exploring these and other important questions. The views expressed on this podcast are those of its hosts, guests, and callers, and not those of Harvard Business Review.
https://hbr.org/podcasts/exponential-view
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)
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