Inflection Point – Did the Coronavirus kill the Everything Rally?

Kevin Kelly is a co-founder and macro strategist at Delphi Digital, a research boutique providing institutional-grade analysis on digital asset markets. Kevin has been tracking what he calls an “inflection point” in the “everything rally.” Is the Coronavirus the black swan event that will trigger a major correction across global financial markets?
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Guest:
Kevin Kelly
Why you should listen:
Kevin was a U.S. Equity Strategist at Bloomberg before falling down the crypto rabbithole and taking his macro skills to Delphi digital and the digital asset space. Kevin gives his helicopter view of the fast-moving macro situation. Markets are extremely volatile and the situation is changing daily as markets react to rising concern for the potential for a global pandemic.
Key takeaway:
The Coronavirus is a black swan event that is likely to get worse before it gets better. When confronted by a highly contagious virus, it is better to be paranoid early, rather than panic late.
Google, Amazon and Facebook have too much market power and too much control over user data. The promise and potential of Web 3.0 is to give power back to the individual by giving them the tools to monetize their data and attention.
Supporting links:
Systemic Risk of Pandemic via Novel Pathogens
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