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coronavirus

3 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Mar 13, 2020 by Balaji Srinivasan · across every show →

Everything said about coronavirus, oldest first

Mar 13, 2020 negative
Assertion Supported
Srinivasan: Wuhan's 40,000-family banquet caused COVID-19 cases to surge vertically
“Wuhan had a gathering of 40,000 families, which is a really big thing, right? And that's a great way to just take something that was a viral fire and just make it go completely vertical.”
Balaji Srinivasan Mar 13, 2020 ▶ 1:12:38 #78 Balaji Srinivasan: Exploring COVID-19
Mar 13, 2020 negative
Assertion Supported
FDA bureaucracy blocked US coronavirus testing throughout February 2020
“Net-net a bureaucratic process inhibited the United States from testing for a critical 30 day-ish period from January to February and gave people a false sense of security that there weren't that many coronavirus cases in the U.S.”
Balaji Srinivasan Mar 13, 2020 ▶ 58:26 #78 Balaji Srinivasan: Exploring COVID-19
Apr 28, 2020
Disclosure
Pershing Square Executed Its Massive COVID-19 Portfolio Hedge in One Hour
“I mean, the, just most recently, our hedge that we put on to protect the portfolio, I guess, I wasn't specifically doing work on that investment at all, but I was thinking about the ramifications, for example, of the coronavirus, and then came to a conclusion …”
Bill Ackman Apr 28, 2020 ▶ 21:34 #82 Bill Ackman: Getting Back Up
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