The Economy in the Aftermath of Covid-19 (with Russell Lamberti)

Sep 28, 2020 · 41m 36s
The Economy in the Aftermath of Covid-19 (with Russell Lamberti)
Description

In the following discussion on Sakeliga’s Beleidsradar Podsending, Russell Lamberti (ETM Macro Advisors) shares his thoughts on the South African economy after moving out of the Covid-19 regulatory restrictions. We...

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In the following discussion on Sakeliga’s Beleidsradar Podsending, Russell Lamberti (ETM Macro Advisors) shares his thoughts on the South African economy after moving out of the Covid-19 regulatory restrictions. We consider the shape of a possible recovery.

The episode is hosted by Gerhard van Onselen (Sakeliga Senior Analyst).

Episode outline:
01:45 – How are entrepreneurs making sense of current post-lockdown conditions?
03:45 – Some indicators and metrics in Q3 (retail, consumer markets, property markets, etc.)
06:30 – The impact of a “K-shaped” recovery
09:11 – Beneficiaries, market consolidation and labour market effects
18:26 – Business during recession, depression or “repression”
22:52 – ANC’s central planning conundrum: fiscal challenges and national balance sheet destruction (vs. GDP protection)
28:00 – Risks of likely ANC policy responses and paying the piper
33:48 – Climate Lockdowns? The risk of the state after Covid
37:20 – Thoughts for business owners and corporate strategy
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Author Sakeliga
Organization Sakeliga
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