Wall Street
6 statements across 5 episodes · 3 bullish · 0 bearish · 4 people on the record · first statement Aug 16, 2022 by David Rosenthal · said 92 times in 34 episodes since 2021 · across every show →
Mentions by year
brought up most by David Rosenthal (65), Ben Gilbert (8), Michael Mauboussin (4), Jamie Dimon (3), Ben Thompson (3), Michael Lewis (2), Sam Bankman-Fried (1), Packy McCormick (1)
tap a year for its mentions
2026 27 mentions in 3 episodes 9 per episode
2025 17 mentions in 5 episodes 3 per episode
2024 10 mentions in 5 episodes 2 per episode
2023 5 mentions in 4 episodes 1 per episode
2022 23 mentions in 11 episodes 2 per episode
- Enron · Acquired
- Amazon.com · Acquired
- Stratechery (with Ben Thompson) · Acquired
- Benchmark Part I · Acquired
- Nvidia: The Machine Learning Company (2006-2022) · Acquired
- Qualcomm · Acquired
- ACQ Sessions: Jason Calacanis · Acquired
- Amazon Web Services · Acquired
- 3 more episodes that year, every mention in 2022 →
2021 10 mentions in 6 episodes 2 per episode
- Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More · Acquired
- Not Boring (with Packy McCormick) - Extended Cut · Acquired
- FTX with Sam Bankman-Fried & Mario Gabriele (Extended Cut) · Acquired
- Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
- Standard Oil Part II (Extended Cut) · Acquired
- Standard Oil Part I · Acquired
- every mention in 2021, scene by scene →
Everything said about Wall Street, oldest first
Aug 16, 2022 positive
Amazon reached $1.1B revenue and $5M GAAP net income in Q4 2001
“In Q four of 2001, they do 1.1 billion of revenue, fifty nine million of operating income, thirty five million of pro forma Adjusted net income, excluding stock-based comp and other, you know, non-cash expenses, which Wall Street's like, yeah, yeah, blah, blah…”
Nov 29, 2022
Gilbert: Volcker rate hikes caused low multiples, driving 1980s Wall Street boom
“Of course this was the birth of the Wall Street mania because the super high interest rates from the Volcker era would have led to unbelievably low multiples on any asset you could buy. So of course you've got tons of room to run on investing at Bargain baseme…”
Jun 4, 2024 bullish
Jul 16, 2025 neutral
May 18, 2026 positive
Vanguard has saved retail investors $1 trillion in Wall Street fees
“Because of Vanguard's relentless cost-cutting and low fees, Vanguard has saved investors over five hundred billion dollars in fees and trading costs since its founding in 1975, and as a recent book The Bogle Effect argues, Vanguard's actions also forced the ha…”