Dow Jones Industrial Average
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Dec 30, 2021 by Jamie Montgomery · said 15 times in 13 episodes since 2017 · across every show →
Mentions by year
brought up most by Jon Glidden (2), Jamie Montgomery (2), Vincent Daniel (1), Tom Russo (1), Paul Salem (1), Nick Rohatyn (1), Morgan Housel (1), Melanie Pickett (1)
tap a year for its mentions
2026 1 mention in 1 episode
2024 3 mentions in 2 episodes 2 per episode
2023 1 mention in 1 episode
2022 1 mention in 1 episode
2021 5 mentions in 4 episodes 1 per episode
- Jamie Montgomery – March Capital (Manager Meetings, EP.26)
- Luke Ellis – The Man Behind The Man Group (Capital Allocators, EP.214)
- Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- Private Equity Masters: Paul Salem – Providence Equity Partners (Capital Allocators, EP.175)
- every mention in 2021, scene by scene →
2020 1 mention in 1 episode
2018 2 mentions in 2 episodes 1 per episode
2017 1 mention in 1 episode
Everything said about Dow Jones Industrial Average, oldest first
Dec 30, 2021 bearish
Montgomery: 70% of Russell 2000 companies disappeared over twenty years
“I mean, I think if you look at the loss ratio in the Russell, 2000 over the last 20 years, you know, about 70% of the companies went away, and if you bought the top 10 companies in the Dow 20 years ago, you'd be holding, you know, 20 cents on the dollar right …”
Jul 3, 2023 bullish
Daniel: Energy was one of our career's greatest contrarian value trades
“One of, probably, I would say the biggest for us was when Exxon got kicked out of the Dow for Salesforce.com, Us schmucks, everybody else in the world goes and buys Salesforce.com because it's going to be in relative indices and the like. We go, let's take a l…”