Notes from Larry Siegal And Paul Kaplan’s presentation at the 2020 Morningstar Investment Conference. Q2 2020 hedge fund letters, conferences and more Larry Siegal and Paul Kaplan: Market Crash What makes corona difference Paul Kaplan Cause is different Shutdown by government led to downturn Larry Siegal No government shutdown their government particularly in global unison Recovery after is big puzzle If it bleeds it leads, how much does reporting affect market Reporting on news affects the market You don’t hear slow beat of progress in between crisis Bias for bad news is reflected in market Stock market is only store…
Larry Siegal And Paul Kaplan: Market Crash #MICUS
Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.