Episodes
Sunday Mar 29, 2020
Man vs Nature
Sunday Mar 29, 2020
Sunday Mar 29, 2020
Michael discusses what the government can and can not fix during a pandemic. In particular, he walks through US high frequency manufacturing and consumer data, the Fed measures, the studies on Chloroquine, and infection outbreak prediction models.
Monday Mar 23, 2020
COVID-19 update: infection rates, medical research and equity markets
Monday Mar 23, 2020
Monday Mar 23, 2020
Michael discusses the coronavirus latest infection rates by country and latitude, anti-viral and vaccine efforts, and what equity markets are pricing in.
Thursday Mar 05, 2020
Berning Man
Thursday Mar 05, 2020
Thursday Mar 05, 2020
An update on the Democratic Primary. Confounding almost every forecast we saw last week, Senator Biden appears to have emerged from Super Tuesday with a sizeable delegate lead. Why might the night have turned out so differently from what was expected just a few days ago? This week's note includes some charts and exhibits to think about.