corporate balance sheets

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Mar 15, 2021 by Seth Ginns · across every show →

Everything said about corporate balance sheets, oldest first

Mar 15, 2021 neutral
Assertion Not checkable as stated
Ginns: Early Institutional Crypto Buying Concentrated in Hedge Funds and Corporates
“This initial wave of institutional purchasing has been concentrated in hedge funds. And in corporate balance sheets, the few very big corporate balance sheets.”
Seth Ginns Mar 15, 2021 ▶ 59:59 Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
Apr 21, 2022 bearish
Prediction Not checkable as stated
Shift to just-in-case inventory will strain corporate balance sheets
“You're going to move from just in time to just in case. All of those things have balance sheet implications, Which today's balance sheets are not structured to handle.”
Andrew Milgram Apr 21, 2022 ▶ 50:36 Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.