Morgan Stanley
3 statements across 2 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 11, 2024 by Brad Gerstner · said 18 times in 12 episodes since 2024 · across every show →
Mentions by year
brought up most by Brad Gerstner (16), Bill Gurley (2)
tap a year for its mentions
2026 1 mention in 1 episode
2025 4 mentions in 3 episodes 1 per episode
- Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2025, scene by scene →
2024 13 mentions in 8 episodes 2 per episode
- Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Morgan Stanley, oldest first
Jul 11, 2024
Jul 11, 2024
Mar 21, 2025 bullish
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. …”