California
6 statements across 6 episodes · 1 bullish · 3 bearish · 6 people on the record · first statement Aug 6, 2018 by Roz Hewsenian · said 191 times in 112 episodes since 2017 · across every show →
Mentions by year
brought up most by Ted Seides (11), Colin Campbell (10), Eric Peters (5), Chris Douvos (5), Chris Ailman (5), Wendy Cromwell (4), Richard Lawrence (4), Paul Black (4)
tap a year for its mentions
2026 17 mentions in 10 episodes 2 per episode
- Promote Giving – A New Model for Performance-Driven Giving (EP.496)
- Homegrown CIO at Williams College - Abigail Wattley (EP.507)
- Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
- Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
- Hotel Investing at EOS – Jonathan Wang (EP.506)
- Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- 2 more episodes that year, every mention in 2026 →
2025 14 mentions in 10 episodes 1 per episode
- Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
- Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- Meghan Reynolds – Art of Capital Formation (EP.438)
- Matthew Dicks – Storytelling Mastery (EP.477)
- Jay Ripley – Emerging Manager Selection at GEM (EP.470)
- Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455)
- Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)
- James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
- 2 more episodes that year, every mention in 2025 →
2024 13 mentions in 10 episodes 1 per episode
- Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)
- Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416)
- Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
- David Salem - Investment Wisdom from the Owner's Box (EP.409)
- Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
- Jeff Assaf - Protecting Clients and Assets at ICG (EP.398)
- Classic Deal - Burger King by 3G Capital (EP.384)
- Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)
- 2 more episodes that year, every mention in 2024 →
2023 31 mentions in 16 episodes 2 per episode
- Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)
- Chad Hutchinson – Professional Athlete to Professional Investor in Sports (EP.351)
- Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333)
- Kipp deVeer – The World of Private Credit at Ares (EP.329)
- Marshall Boyd – Meat and Potatoes Multi-Family Real Estate at IEC (Capital Allocators, EP.295)
- Finny Kuruvilla – The Fourth Source of Alpha at Eventide (EP.343)
- Alan Forman – Yale Endowment Real Estate (EP.340)
- Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
- 8 more episodes that year, every mention in 2023 →
2022 18 mentions in 9 episodes 2 per episode
- Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
- Annie Duke – The Power of Quitting (Capital Allocators, EP.273)
- Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.270)
- Sahil Bloom – Creativity, Investing, and Engineered Serendipity (Capital Allocators, EP.249)
- Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
- Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
- Sebastian Mallaby – The Making of the New Future in Venture, Venture is Eating the Investment World 14 (Capital Allocators, EP.245)
- Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28)
- 1 more episode that year, every mention in 2022 →
2021 30 mentions in 20 episodes 2 per episode
- Jan Garfinkle – Arboretum Ventures (Manager Meetings, EP.09)
- Max Frumes and Sujeet Indap –Inside the Sausage Factory of the Caesar's Restructuring (Capital Allocators, EP.209)
- Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)
- Paula Volent – Star Endowment Manager's Next Act at Rockefeller University (Capital Allocators, EP.219)
- Katie Hall – Hall Capital Partners (Capital Allocators, EP.213)
- Jeremy Grantham – GMO (Manager Meetings, EP.01)
- Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
- Collette Chilton – Humility and Loyalty at Williams College (Capital Allocators, EP.174)
- 12 more episodes that year, every mention in 2021 →
2020 33 mentions in 16 episodes 2 per episode
- Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
- Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
- Sustainable Investing 6: Richard Lawrence - ESG Integration at Overlook (Capital Allocators, EP.144)
- Christie Hamilton – Tweeting on Allocation at Children's Health (Capital Allocators, EP.124)
- Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
- Karyn Williams – Measuring Risk Practically at Hightree Advisors (Capital Allocators, EP.163)
- Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)
- 8 more episodes that year, every mention in 2020 →
2019 18 mentions in 11 episodes 2 per episode
- Chris Ailman – CalSTRS' Venerable CIO (Capital Allocators, EP.86)
- Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
- Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13)
- Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
- Scott Kupor - Andreessen Horowitz (First Meeting EP.07)
- Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- Paul Rabil - Lacrosse and Entrepreneurship (Capital Allocators, EP.95)
- Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)
- 3 more episodes that year, every mention in 2019 →
2018 7 mentions in 4 episodes 2 per episode
- Roz Hewsenian –Helmsley Trust's Chief of People and Process (Capital Allocators, EP.63)
- Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- Anthony Scaramucci – It's Called a Mooch (Capital Allocators, EP.60)
- Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
- every mention in 2018, scene by scene →
2017 10 mentions in 6 episodes 2 per episode
- Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14)
- Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)
- Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
- Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
- David "Bull" Gurfein - Interdisciplinary Lessons from the Marines (Capital Allocators, EP.10)
- Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
- every mention in 2017, scene by scene →
Everything said about California, oldest first
Aug 6, 2018 bearish
Hewsenian predicted in 2018 Gavin Newsom's policies would trigger Silicon Valley exodus
“The other thing that has us very excited is that we think that Silicon Valley is only going to last for so long. If for no other reason, California is becoming very business unfriendly. If Gavin Newsom wins the gubernatorial race, And he does to California wha…”
Jul 8, 2019 negative
Feb 6, 2023
Mar 20, 2023 neutral
California's cap-and-trade program has achieved 100% emitter compliance to date
“In the program's History to date, there has been a hundred percent compliance as far as we know with this program, and that in part has been not that big of a lift for the emitters because the prices have been low, relatively low historically.”
Nov 11, 2024 positive
Dec 4, 2025 bearish
Broyer: Newbrook avoids real estate acquisitions in California and New York
“We do not touch California. We don't touch New York. These places where you don't know if there's going to be restrictions put in place that are going to impact our ability to manage the assets the way we need to, or that are going to increase taxes on the sal…”