In this excerpt from a presentation earlier this week, Hedgeye president Michael Blum explores how various governments around the world are dealing with COVID-19 lockdown policies to date and the status of their respective reopening plans going forward.
Blum lived and conducts business in many countries in Asia and across Europe.
Joined by our Macro Policy analyst JT Taylor, Blum updated his views in the countries covered during a May discussion and delved into interesting new global developments.
