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…
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