Morgan Stanley

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Mar 15, 2022 by Brad Gerstner · said 19 times in 7 episodes since 2021 · across every show →

Mentions by year

brought up most by David Rosenthal (7), Ben Gilbert (7), Brad Gerstner (3), Packy McCormick (1), Dara Khosrowshahi (1)

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2026 2 mentions in 1 episode
2025 6 mentions in 1 episode
2023 2 mentions in 2 episodes 1 per episode
2022 8 mentions in 2 episodes 4 per episode
2021 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Morgan Stanley, oldest first

Mar 15, 2022 positive
Assertion Not checkable as stated
Gerstner: Retail aggregators drive a growing share of crossover fund raises
“And if you look at the retail channel, The accredited investor retail channel, through Goldman, through Morgan Stanley, through these other aggregators, as a percentage of the fundraise for Tiger, for Kotu, for Altimeter, it's going up dramatically relative to…”
Brad Gerstner Mar 15, 2022 ▶ 1:49:58 Altimeter (with Brad Gerstner) · Acquired
Feb 24, 2025 positive
Assertion Supported
Rolex commands 30.3% of the entire Swiss watch market by revenue
“Morgan Stanley and Lux Consult estimate it at 30.3% of the whole Swiss watch industry. No one else even comes close. Cartier and Omega have 7.5% each.”
Ben Gilbert Feb 24, 2025 ▶ 4:06:55 Rolex (Audio) · Acquired
Mar 5, 2026 neutral
Assertion Supported
Morgan Stanley Issued $1.4 Billion in Formula 1 Debt to Pay Ecclestone
“So he switches banks to Morgan Stanley and convinces them that instead of IPO-ing, they should issue debt on F-one and use the proceeds from the debt to pay himself and his new offshore entities a special 1.4 billion dollar dividend secured by The future TV ri…”
David Rosenthal Mar 5, 2026 ▶ 1:40:01 Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired
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