Today we updated our Hedgeye Preparedness Score and Population Models to reflect changes in state restrictions on commerce and assembly. We reviewed California's accelerated schedule and whether early moved by Georgia and Texas were having negative consequences. Finally, we reviewed the importance of preparedness for reopening of schools and universities.
Replay linke here:
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Timestamps:
1:34- 2:45 Critical Infrastructure Industries
2:46- 2:52 Meaning and Development of Hedgeye Preparedness Score
2:53 - 11:29 Population and GDP Models
11:30 - 14:59 Testing Rates and Goals
15:00 - 18:16 ICU and Hospital Capacity
18:17 - 21:41 Dr. Angel, California Public Health on California's Preparedness
21:42 - 25:55 California Data: Caseloads, Testing Data, Los Angeles as a Laggard
25:56 - 29:08 California Restaurant and Shopping Mall Regulations
29:09 - 31:29 Georgia's Data Two Weeks After Modifying Restrictions
31:29 - 33:28 Atlanta's Apple Mobility Data and the Presence of a Threat; Impacts on Transit
33:29 - 35:05 Texas Casload Data and Affected Metro Areas
35:06 - 36:57 Known COVID-19 Risk Factors
36:57 - 40:12 Senator Lamar Alexander (and his dog Rufus) and Dr. Anthony Fauci on Vaccines, Restarting School and Preparedness
40-12: Q & A
Emily Evans
