Using detailed data from Florida, we try to explain why the recent acceleration in cases has seemingly not generated any notable spike in hospitalizations in the state. We find that changing age distribution of cases, towards younger cohorts explain about half of the declining hospitalization ratio. But the propensity to…
Grant Wilson, Head of Asia Pacific, sat down with Oliver Renick and TD Ameritrade Network. They discussed our latest views about the US states with concerning COVID19 confirmed case growth, whether the emergence of a second wave has as dramatic implications as back in February at the onset of the…
Click Here to listen. EPISODE SUMMARY As our crisis series of the Alpha Exchange continues, I was pleased to have the opportunity to engage with Jens Nordvig, the founder and CEO of Exante Data. After stints at both Goldman Sachs and Nomura, Jens launched his independent firm in 2016 with…
By Jens Nordvig, Founder and CEO of Exante Data Inc. Europe is facing an unprecedented shock from the coronavirus, and policy makers are starting to put in motion a historical policy response. The European Commission yesterday proposed a EUR750bn Recovery Fund, based on the ideas outlined by Chancellor Merkel and…
This letter is copied from a Twitter thread that was expanded and republished as an article in The Financial Times. This is an odd week in an odd year. Something important happened in Europe this week, and very few people care (even if they should). The key problem with…
By Jens Nordvig A couple of points about what I learnt about managing teams while working remote with the crew at Exante Data since early March. It is just my personal take, not an essay for Harvard Business Review. It is based on a twitter thread from April 25, with…
This letter draws on research previously published for Exante Data clients. It is meant to reach a broader audience as part of our COVID public service efforts (see link). As such, this letter can be forwarded and quoted. Social distancing works Since January, the team at Exante…
Since its founding in 2016, Exante Data has been focussed on serving the world’s most sophisticated investors. But 2020 has been no normal year. Since late January, we have increasingly directed our entire team effort on analyzing the evolution of COVID. Since epidemiology is not our core expertise, we have…
We normally get quoted in the financial press (Bloomberg, WSJ, Reuters, CNBC, FT etc). But our use of alternative data is now also attracting attention in the ‘tech press’. WIRED featured Exante Data in today’s piece about how alternative data is being used to get an edge in COVID analysis.…
Dear Friends and Colleagues It has been an extraordinary past month in global financial markets, and for Exante Data as well. We are writing today with an update, and with concern, as we are expecting a very significant escalation in reported COVID cases in the US in the period…
Since the shock from the coronavirus hit China, we have been tracking real time activity indicators. Our basic philosophy is the following: Given how severe the situation is, and given how lagged traditional macro indicators are, there is now considerable value in tracking alternative indicators. China’s policy response to the…
CLICK HERE to watch our Head of Asia Pacific, Grant Wilson on RealVision TV interview focused on Economic and Market Impact of the Coronavirus
