E302 - Thoughts on COVID-19 from May 2020

<p>Fellow Investors,</p> <p>How much has changed over the last 12 months?</p> <p>This week, we are going to dive into a quasi-viral Facebook status I made about COVID-19 and the respective government lockdowns that shortly ensued. My status ended up getting nearly 200 likes, and 145 comments.</p> <p>Especially in the early stages of COVID, things were changing every minute. In part because of that, I wanted to take a moment to review my thoughts, especially given what has taken place in the wake of the last 12 months.</p> <p>Keep in mind, I wrote this status only 45-60 days after COVID-19 really started to gain popularity. Of course, a lot has changed since then!</p> <p>In this short episode, we are going to review…</p> <ul> <li>Why the ever-evolving infection fatality rate seemed to have zero impact on the prescribed of government lockdowns.</li> <li>Some of the unique anomalies that were apparent VERY early on (example: the homelessness population wasn’t suffering as most would have thought)</li> <li>The economic and societal impacts of the government lockdowns and why they must be opposed</li> </ul> <p>While this is a bit off the beaten path, I think it’s important to discuss the topic on this show given what ensued from an investor perspective.</p>