Hedgeye President, Michael Blum and I have had a months long debate about the US response to the spread of SARS-CoV-2 and the COVID-19 outbreak. We put it on camera yesterday. Michael took the "bull" side of the argument that says the lockdown of national economies was necessary for long-run economic vitality. He also made the point, and I thoroughly agree, that concise and clear communication about the threat and the necessary response was a major factor in eradication of infection and disease. I took the view that lockdown measures, after about mid-May have been ineffective. States with limited interventions were having similar experiences with infection and disease as states that were quite aggressive.
Worth a watch if you need a break from earnings season:
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Emily Evans
Managing Director – Health Policy
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