How to Trade a Pandemic: Sculptor's Levin Explains His Approach

The video discusses the market turmoil in March due to the public health and economic crisis, leading to a global margin call. The government responded with unprecedented measures to stabilize the markets. While some investment opportunities were missed, the current market conditions still offer potential for returns. The video highlights future opportunities in spread asset classes, which are offering historically high returns.

How did the performance of different asset classes vary during the crisis?

What is the significance of the term 'great reflation' in the context of US equities?

What are spread asset classes and why are they considered important in the current market?