Goldman Sachs

2 statements across 2 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jul 11, 2024 by Brad Gerstner · said 19 times in 11 episodes since 2024 · across every show →

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brought up most by Brad Gerstner (15), Bill Gurley (4)

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2026 1 mention in 1 episode
2025 4 mentions in 4 episodes 1 per episode
2024 14 mentions in 6 episodes 2 per episode

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Everything said about Goldman Sachs, oldest first

Jul 11, 2024 positive
Assertion Supported
Gerstner: Big Tech Earnings Are Up 38% Over the Past 12 Months
“So if you look at it for Microsoft, NVIDIA, Amazon, Google, Meta, earnings are up 38% over the last 12 months.”
Brad Gerstner Jul 11, 2024 ▶ 12:16 Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Mar 21, 2025 bullish
Disclosure
Gerstner: Investment Banks Are Actively Gauging Buy-Side Interest for Upcoming Tech IPOs
“I'm on the buy side. So when Goldman or Morgan Stanley want to sell one of these things, our phone rings. And they want to check market conditions. They want to check what we're thinking, you know, and then eventually you know, the roadshow occurs, et cetera. …”
Brad Gerstner Mar 21, 2025 ▶ 38:37 NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
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