COVID-19 pandemic
5 statements across 5 episodes · 2 bullish · 1 bearish · 5 people on the record · first statement Jul 5, 2021 by Robert F. Smith · said 1 times in 1 episodes since 2025 · across every show →
Mentions by year
brought up most by Ted Seides (1)
tap a year for its mentions
2025 1 mention in 1 episode
Everything said about COVID-19 pandemic, oldest first
Jul 5, 2021 positive
Dec 30, 2021 neutral
Apr 4, 2022 negative
Toast laid off half its workforce eight weeks after February 2020 funding
“They just closed the financing in February. They were gearing up to double the size of the company, double the team, And by the end of March, probably eight weeks after that closed, instead we were announcing we had to let go half the company because we couldn…”
May 29, 2023 neutral
Bergstrom: Pandemic dislocation in AA/AAA CLOs was far worse than high yield
“During the pandemic, CLOs came under much more stress than very roughly equivalent risk in high yield. So that's exciting because you can say, hey, I don't know exactly what's happening to the global economy, but I know that what we see in CLO AA or AAA is dis…”
Apr 27, 2026 positive
Sloane: GSP Lost Zero Portfolio Companies and Avoided Rescue Capital During COVID
“Surviving what was a very challenging period for our portfolio, getting through it, and not losing a company, not needing a dollar of rescue capital, growing equity value across the portfolio, and then Exiting those businesses proved to ourselves and proved to…”