You’re invited to join me for my weekly webcast this Thursday at 12:30pm ET. My colleague Daryl Jones, Director of Research at Hedgeye, will be joining me.
On this week's podcast, I will cover as usual a host of emerging topics on the C19 front, from overall case and death numbers to the state of our economy and society.
The big question we will discuss this week is duration. Everyone knows this recession will be severe, but the big open question for markets is: How long it will last? Let me introduce a case study: The Great Spanish Influenza of 1918... similarities and differences. Other questions: What is the latest thinking on (and controversies over) R-naught, infection-fatality rates, and population susceptibility? When will we get a serum antibody test? What is the significance of "antibody dependent enhancement"? We'll also discuss some of the larger and more surprising social impacts of the shutdown... including the growing demand for guns and esports, the delights and perils of incessant family togetherness, and the precipitous expected decline in many forms of death, starting with traffic accidents.
We will also take questions from viewers and listeners.
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Subscribers: CLICK HERE for event details (includes video link and materials link) |