Mullen: I overestimated post-COVID credit defaults by misjudging stimulus impact
Don Mullen · Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324) · Jun 29, 2023 · at 17:42
Don Mullen, founder and CEO of Pretium Partners, discusses pattern recognition on Wall Street and reflects on forecasting errors during the COVID-19 pandemic.
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“I had a higher expectation for credit defaults after COVID hit. Didn't properly gauge the amount of stimulus versus its impact on credits.”
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