Exit Plans, Premature Rallies and Frontline Heroes feat. Ben Hunt

<p><span style="font-weight: 400;">Epsilon Theory’s Ben Hunt joins for a follow up to our pre-lockdown Covid-19 conversation in early March. In the month since, the markets finally started to take Covid-19 seriously, elected officials stopped calling it just the flu, and big chunks of the world economy shut down. </span></p> <p><span style="font-weight: 400;">Now, as markets rally on early evidence the curve may be flattening, the question is: is this premature? </span></p> <p><span style="font-weight: 400;">In this episode, Ben & NLW discuss:</span></p> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">How the markets have moved from “denial” to “bargaining” </span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Why this rally has all the hallmarks of a type of bear market rally we’ve seen over the last month</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Why the predictability of corporate bailouts doesn’t make them any less detestable</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Why we should be buoyed by an explosion of ground-up, grassroots citizen action</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">How Frontline Heroes is creating a p2p PPE purchasing network that gets essential gear into the hands of health professionals without causing additional price pressure for state-led negotiations</span></li> </ul>