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Epidemiological tail risk in an era of missing price signals

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Epidemiological tail risk in an era of missing price signals

Edward Harrison
Feb 1, 2021
7
Share this post

Epidemiological tail risk in an era of missing price signals

pro.creditwritedowns.com

The title of the post is supposed to marry what's happening on the pandemic front with what's happening in financial markets. The gist is that, in a world where unexpected levels of economic resiliency has been the norm, we should wonder why it makes sense to think too much about downside risks. I am going to try and frame the picture without making too…

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