Wall Street, every mention

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where Wall Street comes up

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▶ 15:12 Ben Thompson And Wall Street is writing about the financial results, but there's a big gap in the middle there.
▶ 32:18 Ben Thompson I mean, I think like the subscriptions did exist, I think on Wall Street in particular, but they were generally like 20,000 dollars and you would get all the hedge funds to subscribe and
▶ 1:00:54 Ben Thompson No, but I mean, it was easier back then because I mean, I started in 2013 and the entire opinion of the tech press and Wall Street is that Apple was doomed because of course, well, crap, but the Windows Mac, blah, blah, blah.

▶ 7:19 David Rosenthal It is a portrait of an America in upheaval at the turn of the 21st century, a country torn between its worship of fast money and its zeal for truth, between greed and high-mindedness, between Wall Street and Main Street.
▶ 11:20 Ben Gilbert 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.
▶ 20:12 Ben Gilbert It's important to remember that securitization is still a reasonably new concept, even on Wall Street.
▶ 50:55 David Rosenthal He starts building out big trading floors in the Enron office in Houston, you know, wants to have this be just like Wall Street, you know, here in Houston.
▶ 2:59:25 David Rosenthal I think they probably would have ended up like one of the Wall Street banks where, you know, like, look, some banks are stronger than others.

▶ 2:10:06 Jason Calacanis You know, he could have somebody from Wall Street, a publisher, an author of.

▶ 1:23:07 David Rosenthal And God does Wall Street love this story.
▶ 2:06:06 David Rosenthal He started his career as an engineer at Compaq, a John Doerr company, goes to Wall Street, starts writing above the crowd.
▶ 2:07:59 David Rosenthal So, you know, we told the story elsewhere, he bid on Wall Street, he then to work for Frank Quattrone in Silicon Valley, did the Amazon IPO with Frank.

▶ 10:09 David Rosenthal Amazon's fighting for its life against both eBay and Wall Street.

▶ 1:03:12 Howard Marks You know, back when I was an analyst in the early seventies, I followed Xerox and one of the portfolio managers said to me, who's the best Wall Street analyst on Xerox?

▶ 28:45 David Rosenthal So he goes to the investment bank Bankers Trust, which then through a series of mergers, as always happens on Wall Street, becomes part of Deutsche Bank.
▶ 1:58:15 David Rosenthal So, uh, Wall Street reverses course.
▶ 2:50:13 David Rosenthal Adjusted net income, excluding stock-based comp and other, you know, non-cash expenses, which Wall Street's like, yeah,
▶ 3:49:17 David Rosenthal Right, what's the line that people always say, whenever Wall Street becomes disillusioned with Amazon, they say it's a charity being run for the benefit of the American consumer?

▶ 1:30:44 David Rosenthal And the new Walmart concept, Walmart revenue was still only around ten million dollars at that point in time, so they are like a gnat five years later, and Kmart is like darling of Wall Street.

▶ 13:38 David Rosenthal You know, Wall Street loves them.
▶ 23:12 David Rosenthal So Wall Street is mostly willing to ignore this in 2006, 2007, 2008.

▶ 21:58 Brad Gerstner I had never run a spreadsheet in my life, and I show up, and I have all these guys who've worked for hedge funds, private equity firms, venture firms, Wall Street guys, investment bankers, and so all of a sudden, I'm huddled around

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