COVID 19 Stimulus

topic on 2 shows · 2 statements across 2 episodes

Capital Allocators All-In

2 statements about COVID 19 Stimulus, every show

Mullen: I overestimated post-COVID credit defaults by misjudging stimulus impact
“I had a higher expectation for credit defaults after COVID hit. Didn't properly gauge the amount of stimulus versus its impact on credits.”
Don Mullen Jun 29, 2023 ▶ 17:42 Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
ALL-IN Assertion Not checkable as stated
Sacks: Millions left US labor force due to COVID stimulus
“Millions of people left the labor force during COVID as a result of the stimulus checks and the freezing of rent and Evictions.”
David Sacks Jun 24, 2022 ▶ 37:02 E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

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