Why the US 2nd Wave is Different: The Case of Florida – Hospitalization Rates Are Tanking

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…

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Grant Wilson, Head of Asia Pacific, sat down with Oliver Renick and TD Ameritrade Network to discuss the emergence of a COVID19 Second Wave.

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…

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Jens Nordvig joined the Alpha Exchange Podcast with Dean Current to discuss the investment philosophy Exante Data uses to evaluate market risks associated with COVID19.

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…

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Open Letter to the ‘Frugal Four’: What kind of Europe do you want in the decades ahead?

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…

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