AIG

includes AIG Financial Products

0 statements across 0 episodes · 0 bullish · 2 bearish · 4 people on the record · first statement Jun 25, 2018 by James Aitken · said 23 times in 6 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by James Aitken (11), Stephen Gilmore (7), Rajiv Jain (2), Ted Seides (1), Steve Galbraith (1), Manny Friedman (1)

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00811522017201820192020202120222023202420252026episodesmentions
0122017201820192020202120222023202420252026episodes it came up in
0031622017201820192020202120222023202420252026episodesmentions per episode
2026 9 mentions in 2 episodes 5 per episode
2020 1 mention in 1 episode
2018 12 mentions in 2 episodes 6 per episode
2017 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about AIG, oldest first

Jun 25, 2018
Assertion Not checkable as stated
AIG Veterans Warned That Collateral Shortages Could Sink the Firm
“When AIG was first downgraded, I think it was 2005. And I started to hear whispers from more seasoned, long-term employees of AIG Financial Products along the lines of, oh gosh, if we're downgraded another couple of notches, there's not enough collateral in th…”
James Aitken Jun 25, 2018 ▶ 9:08 James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Sep 14, 2023
Disclosure
Orbis mistakenly doubled down on AIG during the 2008 liquidity crisis
“And the next morning we had an investment committee meeting to make a decision as to whether or not we were going to add or sell our position in AIG. And we decided to add to it. The mistake, which I'll never forget, is the difference between liquidity and sol…”
Adam Karr Sep 14, 2023 ▶ 54:50 Adam Karr – Extreme Alignment at Orbis (EP.338)
Sep 29, 2025 negative
Opinion
Morfit: Dot-com era Wall Street research relied on executive hero worship
“I looked around and I saw a system that was built on hero worship. Number one, we used to bring folks like Jeff Skilling of Enron in and have these big town hall meetings, and everybody would ooh and ah about how brilliant he was, and next in would be Hank Gre…”
Mason Morfit Sep 29, 2025 ▶ 9:44 Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
Jun 8, 2026 negative
Disclosure
Jain: Jain exited all banking and financial exposure in early 2007
“I got nervous in early 2007, so we had exited all our banking exposure and financial exposure.”
Rajiv Jain Jun 8, 2026 ▶ 17:03 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
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