Tad Rivelle, Chief Investment Officer of the Californian bond giant TCW, doubts that the economy will recover as quickly as the rebound in risk assets suggests. He's scrutinizing the magic of monetary policy and warns of a painful restructuring process in many sectors of the corporate world.

Arnd Kaldowski explains how things will continue after the lockdown, how he wants to win over the baby boomer generation with its high purchasing power and why the omni-channel strategy is becoming increasingly important.

The Scottish market strategist Russell Napier warns that investors should prepare for inflation rates of 4% and more by next year. The main reason: Governments have taken control of the money supply.

Michael Pachter, long-time tech analyst at Wedbush Securities, believes the online giant will grow strongly even after the pandemic. He warns of a challenging earnings season for Facebook and Google and explains why he thinks that Netflix is massively overvalued.

Anne Stevenson-Yang, Co-founder and Research Director of J Capital, is skeptical about a rapid recovery of the Chinese economy. She spots serious problems in the labor market and in the real estate sector. She also warns of fraud at the investor’s darlings Alibaba and Tencent.

Marc Cohodes is one of the most feared short sellers on the planet. He explains why his artful profession is becoming increasingly tough, which stocks he is currently betting against and where he spots opportunities on the long side. He also has a clear opinion on the Wirecard accounting fiasco.