03.31.2020 - By Hedgeye Risk Management
In this latest issue of my weekly podcast, I discuss the big question that is the focus of the world's attention: the trajectory and duration of the COVID-19 pandemic. If you look at total cases or deaths in RoC terms--or look at the geographic extent of the pandemic-- the news over the past week has not been good. There is no letup in the total exponential growth rates. 9 days ago, we were at 10,000 deaths outside of China. Last night we were at 38,000 deaths. Ten days from now we are on tra...