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“I was grateful for your work and your podcast, how you indirectly helped me in hard market time to keep faith and not diverge from my process…”

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Hi Michael,

For long I wanted to express how I was grateful for your work and your podcast, how you indirectly helped me in hard market time to keep faith and not diverge from my process (I m a portfolio manager), listening your podcast on my bike to work. So thank you! On covid as we seem to share many doubts…I used my frustration about lockdowns, school closed and helicopter money and dig into data and did several studies on the cost-benefit of non-differentiate lockdowns notably:

  • My work trying to count the indirect deaths/costs of lockdowns was published in LeFigaro newspaper in France, fueling many hate / love comments
  • On conditions of the covid deaths, only Italy and its Istituto Superiore di Sanità publishes serious statistics on that. You’ll spot that it’s not 1 condition (say obesity) but 3.5 conditions that the deads of covid suffered, on average. We estimated the average life expectancy of the deaths at less than 4 years (validated by the epidemiologists I worked with).
  • I built a website with many comparative and alternative statistics, and cost-benefit analyses (social costs, educational cost, QUALY cost, educational cost)
  • Finally, your guest Talya Miron Shatz said approx. that there was no big problem as vaccines were free. Here again a serious reasoning dissonance of our times. They are paid by our taxes and may compromise future expenses for education, environment.

Best wishes,
S.

Thanks!

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