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COVID-19

 

Discussion List

  • Ralph Humphrey
    Ralph Humphrey 1 view 0 comments Started by Ralph Humphrey Real Vision
  • Ralph Humphrey
    Here is at look at coronavirus vaccination rates in Japan and the rest of the G7 countries. West...
      (Note: Some daily figures are estimates based on incomplete cumulative data; Source: Our World in Data, World Health Organization, national sources, FT research. Data updated July 22 2021 8.19pm BST.)
    Ralph Humphrey 1 view 2 comments Most recent by John H Real Vision
  • Ralph Humphrey
    Here's a look at trends in select emerging market countries among individuals who have been fully...
    (Note: Some daily figures are estimates based on incomplete cumulative data and is as of 7-19-2021. Source: Our World in Data, World Health Organization, national sources, FT research)
    Ralph Humphrey 1 view 4 comments Most recent by John Ahearn Real Vision
  • Ralph Humphrey
    Was this underreported, or did I just miss it?
    First COVID-19 case could have emerged in China in Oct 2019 - study https://www.reuters.com/world/china/first-covid-19-case-could-have-hit-china-oct-2019-study-2021-06-25/ "SHANGHAI, June 25 (Reuters) - The virus that causes COVID-19 could have started spreading in China as early as October 2019, two months before the first case was identified in the central city of Wuhan, a new study showed on Friday. Researchers from Britain's University of Kent used methods from conservation science …
    Ralph Humphrey 1 view 2 comments Most recent by John S Real Vision
  • sam_c
    REQUEST; anyone has data on what places are set to get more inhabitants because of work from home...
    Also what's the chinese/japanese version of work from home? Is it still a thing there?    Also thinking of this (usa)
    sam_c 1 view 4 comments Most recent by sam_c Real Vision
  • Kyle Cooper
    Mutation-Resistant Vaccine a Gamechanger?
    Not to "pump" a stock, but this seems genuinely impactful for $NK and the rest of the world... https://ir.nantkwest.com/news-releases/news-release-details/immunitybio-and-nantkwest-announce-fda-authorization-study-had5
    Kyle Cooper 1 view 2 comments Most recent by Kyle Cooper Real Vision
  • muhammed_b
    Even covid started buying dips!
      I’ve been carefully cautioning the eventuality of these new variants to spread amongst apparently the most susceptible hosts in the world. In a world catalyzing information to its most granular parameter, there will always be answers too blatant to accept. 
    muhammed_b 2 views 0 comments Started by muhammed_b Real Vision
  • kazu_w
    COVID-19
    This is an image of COVID-19 viral capsids which I took through my microscope with an iPhone.  The brown circles are the virus inside of a human lung autopsy sample. The blue circles are lung cells stained with hematoxylin as a counter stain. We speak about COVID and articulate about its impact on world economies, and, most importantly, on lives around the world.  It's rare to actually see it.  If you would like the actual protocol and how I ran the immunohistochemistry experiment, I'd be happy…
    kazu_w 1 view 9 comments Most recent by kazu_w Real Vision
  • Real Vision
    RVDB: THE MAYOR OF MIAMI ON BLOCKCHAIN AND BEN HUNT ON COVID-19, THE FED, AND HOW “NOT TO BE THE ...
      In the first segment, Real Vision CEO Raoul Pal speaks to the mayor of Miami, Francis X. Suarez, about his plans to attract talent, jobs, capital, and “anchor tenants” to Miami as well as his embrace of blockchain technology. Mayor Suarez can be found on Twitter at @FrancisSuarez. In the main segment, senior editor Ash Bennington speaks to Ben Hunt, author of Epsilon Theory, about the ways in which the United States can better protect itself from the scourge of COVID-19. Hunt acknowledges…
    Real Vision 1 view 1 comment Most recent by sam_c Real Vision
  • max_w
    Hot Button Issues on Real Vision: China, COVID, Climate Change
    Mike Green has now done 3 interviews that touched on China. Two with arguably pro-China guests (Grantham and Gave) and another with a decidedly anti-China guest (Dr. Ward). In each case it felt like many more people in the audience had already made up their mind compared with say the inflation/deflation debate. The same can be said of other hot-button issues like COVID and climate change. I have a view on all of these issues and want to be able to discuss but the discourse and comments around t…
    max_w 1 view 10 comments Most recent by sam_c Real Vision
  • violeta_d
    Some thoughts on Covid-19 vaccine
    I am thinking about some numbers and I struggle to find a logical explanation about what's going on. Please feel free to disagree with me. I am looking for different views.  Right now about 200,000 people test positive in US every day and it is likely that numbers will grow in the next  months.  At the current rate 6 million Americans crate immunity every month. Considering the actual number is probably significantly higher, in a year from now you will likely have more than 100 million America…
    violeta_d 1 view 2 comments Most recent by violeta_d Real Vision
  • Raoul Pal
    This is an amazing video and a great example of The Hive Mind - expert commentary and analysis by...
    https://exchange.realvision.com/post/covid-lockdowns-and-its-potential-impact-on-the-us-consumer-5fb7448b5695855d1b5e034c
    Raoul Pal 1 view 2 comments Most recent by jeremiah_s Real Vision
  • Real Vision
    Daily Briefing with @"Ash Bennington" and @"Edward Harrison" Senior editor, Ash Bennington, and m...
    Daily Briefing with @"Ash Bennington" and @"Edward Harrison" Senior editor, Ash Bennington, and managing editor, Ed Harrison, break down the pausing of the rotation out of growth and into value as cases and hospitalization in the U.S. surge to unseen levels. Ash breaks down Bill Ackman's hedge against investment grade credit, and Ed explores how much central bank liquidity there is on the sidelines waiting to buoy asset prices. The pair also discuss taxes, the outcome of th…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Real Vision
    @"Raoul Pal" discusses COVID-19, the U.S. Elections, and how to navigate the economic risks Speak...
    @"Raoul Pal" discusses COVID-19, the U.S. Elections, and how to navigate the economic risks Speaking as the founder of Global Macro Investor, Raoul Pal gives Real Vision members a timely update on how the increased spread of COVID-19 and the upcoming U.S. elections impact his outlook for the dollar, banks, bonds, gold, and bitcoin. Disagreeing with the dominant reflation narrative, Pal thinks that central banks will scramble to paper over the cracks left by governments. Pal therefore…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • sam_c
    Vaccines in Brazil
    As a follow up to John Floyd's view on the Real and because Brazil is a G10 country that represents 5% in developing market indices its worthwhile to touch base on how vaccine development is moving on there.  There are a lot of stories but I think this is the most important info:  QUICK * Brazil is trying to secure quick access to a vaccine * Deal with China and Sao Paulo state is undone because of politics * ArtsZeneca Deal includes data and technology transfers. * Vaccine production will …
    sam_c 3 views 0 comments Started by sam_c Real Vision
  • Real Vision
    Daily Briefing with @"Ash Bennington" and @"Edward Harrison" Senior editor, Ash Bennington, is jo...
    Daily Briefing with @"Ash Bennington" and @"Edward Harrison" Senior editor, Ash Bennington, is joined by managing editor, Ed Harrison, to interpret how the rising COVID-19 infections in Europe and the U.S. will impact markets. Ed conducts a deep dive on best practices for containing the virus while mitigating the economic damage, reviewing protocols in Norway, Sweden, Belgium, and New Zealand, and Ash looks at how China’s remarkable GDP growth could be related to its own co…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Real Vision
    Daily Briefing with @"Ash Bennington", @"Edward Harrison" , and @"Jack Farley" Senior editor Ash...
    Daily Briefing with @"Ash Bennington", @"Edward Harrison" , and @"Jack Farley" Senior editor Ash Bennington and managing editor Ed Harrison break down another day of risk-on sentiment as the market evaluates the state of President Trump’s health and the chances of another round of fiscal stimulus. Ed explores whether the term “depression” is appropriate, through the lens of his interview today with David Rosenberg. Ed and Ash then look at how duration risk and po…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Real Vision
    @"Raoul Pal" and Keith Rabois discuss Innovation in the Covid EraVenture capitalist Keith Rabois,
    @"Raoul Pal" and Keith Rabois discuss Innovation in the Covid Era Venture capitalist Keith Rabois, a general partner with Peter Thiel’s Founders Fund, is widely known for his early-stage startup investments and his executive roles at PayPal, LinkedIn, and Square. He sits down with Real Vision CEO and co-founder, Raoul Pal, to discuss the evolution of innovation in Silicon Valley over the last two decades, highlighting its entrepreneurial spirit and the revolutionary power of technolo…
    Real Vision 3 views 0 comments Started by Real Vision Real Vision
  • Real Vision
    Daily Briefing with Peter Boockvar, @"Edward Harrison" and @"Haley Draznin" on "The Pain Trade"Re
    Daily Briefing with Peter Boockvar, @"Edward Harrison" and @"Haley Draznin" on "The Pain Trade" Real Vision managing editor Ed Harrison hosts Peter Boockvar, chief investment officer of Bleakley Advisory Group and editor of The Boock Report. Boockvar shares his macro analysis on what he calls "the pain trade": companies that have been the most hurt by COVID-19 and have the most to gain from re-opening. Boockvar and Harrison review the latest economic da…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Real Vision
    The Interview with Leon G. Cooperman and @"Edward Harrison" Legendary investor Leon G. Cooperman,...
    The Interview with Leon G. Cooperman and @"Edward Harrison" Legendary investor Leon G. Cooperman, chairman and CEO of Omega Family Office, Inc., joins Real Vision managing editor Ed Harrison for a conversation about his career journey from Goldman Sachs to founding his hedge fund, Omega Advisors, and later converting it into a family office. Cooperman weighs in on the lasting impact the coronavirus pandemic will have on the U.S. economy and what this means for the future of capitalis…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Real Vision
    Julian kicks off Week 2 of "Has Everything Changed?" We kicked off week one of “Has Everything Ch...
    Julian kicks off Week 2 of "Has Everything Changed?" We kicked off week one of “Has Everything Changed?” with Raoul’s take on the question. Here to kick off an equally exciting week two is Julian Brigden, founder of MI2 Partners. As Real Vision Pro members already know, Julian and Raoul rarely agree on everything, and in this interview, you’ll get a completely different perspective. Brigden argues that the biggest effects from COVID are not course-altering changes, but rather the acc…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • toby_p
    In the attached PDF I look at:- Loan delinquency rates.- COVID cases in developed and emerging ma
    In the attached PDF I look at: - Loan delinquency rates. - COVID cases in developed and emerging markets. - Google Mobility across continents and at city level (Retail, public transport, workplace, residential). - Foot traffic across industry. - Traffic data. - CityMapper and Open Table restaurant bookings. - Unemployment and FRED data, including advanced retail and the recession probability index.
    toby_p 1 view 1 comment Most recent by Rupert The Bear Real Vision
  • Real Vision
    Daily Briefing with @"Ash Bennington", @"Edward Harrison " , and @"Haley Draznin" Real Vision sen...
    Daily Briefing with @"Ash Bennington", @"Edward Harrison " , and @"Haley Draznin" Real Vision senior editor, Ash Bennington, and managing editor, Ed Harrison, react to the new U.S. consumer spending report out today from the Commerce Department. Despite gains for three consecutive months, momentum fell as the COVID-19 pandemic lingers and fiscal support dries up. They also discuss inflation rhetoric following yesterday's announcement from the Fed to keep interest …
    Real Vision 1 view 1 comment Most recent by james_w Real Vision
  • Real Vision
    Dr. Komal Sri-Kumar and @"Edward Harrison " explore the trajectory of the economic recovery and d...
    Dr. Komal Sri-Kumar and @"Edward Harrison " explore the trajectory of the economic recovery and delve into the bond market. If there is such a thing as a hierarchical structure within capital markets, then it could be argued that the bond market lives at the top of it. More often than not, it is capable of seeing events long before anyone else, but more importantly, it can warn participants of impending doom or prosperity using yield as its main form of communication. The issue? Equi…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Farrell Murphy
    Jeff Meyers and @"Max Wiethe" examine small cap stocksTo anyone that has been watching markets si...
    Jeff Meyers and @"Max Wiethe" examine small cap stocks To anyone that has been watching markets since the onset of COVID-19, it is no secret that large cap stocks have been at the epicenter of the action. Everywhere you look, people are talking about them as they continue theirxa0gravity-defyingxa0ascent. What about small cap stocks though? They may not be as flashy or well known as thexa0big, blue-chipxa0stocks,xa0but they too are capable of oversized returns.xa0To help usxa0understa…
    Farrell Murphy 1 view 0 comments Started by Farrell Murphy Real Vision
  • Real Vision
    Is this economic rally too good to be true? @"Raoul Pal" and Teddy Vallee the uncertainty Six mon...
    Is this economic rally too good to be true? @"Raoul Pal" and Teddy Vallee the uncertainty Six months ago, when COVID-19 first made its debut on the global stage, market participants were forced to take a step back as countries around the world shutdown. Not surprisingly, fear over how things would play out enveloped markets and sent them crashing. As we all know, that phase was short lived, and today, the opposite is true. Hope has taken over and equities have staged a spectacular co…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Real Vision
    Christina Ramirez and Michael Green discuss how COVID has made data even more important For much ...
    Christina Ramirez and Michael Green discuss how COVID has made data even more important For much of the population, analysis and projections of COVID-19 cases, mortality, and the associated policy response have brought forward the importance of statistical analysis and modeling techniques that many have never learned and, at best, probably haven’t used since long past college years. This has resulted in heated debate, politicization, and huge differences in policy decisions and attitudes acros…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Drew Bessette
    🦠🇪🇺🇺🇸🇬🇧🇩🇪🇮🇳🇯🇵🇧🇷🦠Covid-19 Weekly Update August 12th @RaoulGMI #COVID19 As expected, there are now ...
    https://twitter.com/TetotRemi/status/1293545869472669697🦠🇪🇺🇺🇸🇬🇧🇩🇪🇮🇳🇯🇵🇧🇷🦠Covid-19 Weekly Update August 12th @RaoulGMI #COVID19 As expected, there are now more than 20 million Covid-19 cases globally. It took forty-five days to double from ten million... pic.twitter.com/pyaIV4a8PX — Remi Tetot (@TetotRemi) August 12, 2020
    Drew Bessette 1 view 0 comments Started by Drew Bessette Real Vision