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Fidelity Investments

also referred to as: fidelity

6 statements across 1 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement May 18, 2026 by Ben Gilbert · said 74 times in 6 episodes since 2022 · across every show →

Mentions by year

brought up most by David Rosenthal (44), Ben Gilbert (25), Brad Gerstner (4), Dara Khosrowshahi (1)

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2026 66 mentions in 1 episode
2024 1 mention in 1 episode
2023 2 mentions in 2 episodes 1 per episode
2022 5 mentions in 2 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Fidelity Investments, oldest first

May 18, 2026 neutral
Assertion Supported
Index funds cost nothing, yet asset managers remain highly profitable
“You can buy an S&P 500 index fund from basically anyone today at basically no cost, but also sort of wrong, because Capital Group, BlackRock, Fidelity, these are all giant profitable companies.”
Ben Gilbert May 18, 2026 ▶ 1:06:30 Vanguard: The communist capitalist who saved investors a trillion dollars (Audio) · Acquired
May 18, 2026 positive
What-if
Rival index funds like BlackRock would not exist without Vanguard
“None of those other firms would be in this market or doing it in the same way if it weren't for Vanguard.”
David Rosenthal May 18, 2026 ▶ 1:49 Vanguard: The communist capitalist who saved investors a trillion dollars (Audio) · Acquired
May 18, 2026 neutral
Assertion Supported
Vanguard and rival index funds own 24% of the US stock market
“Vanguard is the largest shareholder of most U.S. Corporations, and together with the other big index funds like BlackRock, State Street, and Fidelity, they own 24% of the entire U.S. Stock market.”
Ben Gilbert May 18, 2026 ▶ 1:35 Vanguard: The communist capitalist who saved investors a trillion dollars (Audio) · Acquired
May 18, 2026
Assertion Supported
The Johnson family still owns Fidelity with an estimated $50B net worth
“It's still owned by the Johnson family. It's estimated that their net worth is 40 or fifty billion dollars, thanks to this.”
David Rosenthal May 18, 2026 ▶ 35:44 Vanguard: The communist capitalist who saved investors a trillion dollars (Audio) · Acquired
May 18, 2026 neutral
Assertion Supported
Much of Vanguard's AUM is held via third-party brokerages like Fidelity
“So many of their customers, of their AUM, don't actually have a relationship with the company. They are invested in Vanguard ETFs via their direct relationship with a different brokerage, primarily Fidelity.”
Ben Gilbert May 18, 2026 ▶ 2:44:47 Vanguard: The communist capitalist who saved investors a trillion dollars (Audio) · Acquired
May 18, 2026 negative
Opinion
Fidelity offers a far better product and service experience than Vanguard
“Fidelity is just a better product and product experience than Vanguard. So during the pandemic especially, it exposed that Vanguard's customer service and technology is like jank. It is not good. And there were a lot of horror stories of trades not going throu…”
David Rosenthal May 18, 2026 ▶ 2:46:59 Vanguard: The communist capitalist who saved investors a trillion dollars (Audio) · Acquired
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