This week’s readings/links include Jonathan Tepper on how Covid-19 has exposed our financial fragility, Antipodes Partners on identifying opportunities in a crisis, an interview with Jim Grant, Harris Kupperman talking tankers with RealVision and Carson Block on short selling in the time of coronavirus.
- Jonathan Tepper: Covid-19 has exposed our financial fragility.
- Antipodes Partners: Identifying opportunities in a crisis (webinar link here, you have to sign up).
- Jim Grant: Ultra-low interest rates and record-high debt are the main cause of today’s unprecedented market turmoil.
- Harris Kupperman: Talking tankers with RealVision. His blog link here.
- Carson Block: Short selling in the time of coronavirus.