The biggest winner — ultimately — could be the American economy after it goes through a tough patch, because [it] is seriously malfunctioning … as we've outsourced everything and created this huge trade [im]balance situation.
And we need to become more self sufficient, [which means we're] capable of withstanding setbacks. We don't have medicines — a lot of that's imported. We don't have a lot of manufactured goods, … and we have just-in-time inventory. That will start to be reconsidered, because you can't withstand any sort of a shutdown of any magnitude or duration using [it]."
What Other Trends Lie Ahead?
There's this idea that as we all go through this stay-at-home stuff, working from home and social distancing, … you start to change your habits.
Jim Cramer said something on CNBC … about some of the lessons we're learning. Maybe it's not so great to commute downtown, and maybe you can be effective working from home, at least some of the time; that we don't have to pollute the air [so much]. … I started to realize that we're never really going to go back to where we were — particularly the longer this drags on.
Jeffrey Gundlach (Photo: Scott Eells/Bloomberg) 
