08.27.2020 - By Hedgeye Risk Management
In this latest issue of my weekly podcast, we discuss the latest trends in Covid-19. In the US, we are starting to see a very gradual decline in deaths following a more significant month-long decline in cases. Weather is clearly a factor in the dropping infections. An outbreak abroad underlies several themes we have often spotlighted. On Aug 8, in a South Korean Starbucks, an infected person sat under an air conditioner and infected 66 people, all of whom weren't wearing masks. No one wearing...