Elon Musk

12 statements across 9 episodes · 7 bullish · 1 bearish · 9 people on the record · first statement Apr 23, 2018 by Michael Cembalest · said 86 times in 32 episodes since 2017 · across every show →

Mentions by year

brought up most by Ted Seides (33), Mike Maples, Jr. (8), Josh Wolfe (7), Richard Tedlow (5), Morgan Housel (3), Eric Peters (3), Steve Drobny (2), Justin Fishner-Wolfson (2)

tap a year for its mentions
001543082017201820192020202120222023202420252026episodesmentions
0482017201820192020202120222023202420252026episodes it came up in
0034682017201820192020202120222023202420252026episodesmentions per episode
2026 2 mentions in 2 episodes 1 per episode
2025 3 mentions in 3 episodes 1 per episode
2024 26 mentions in 7 episodes 4 per episode
2023 18 mentions in 3 episodes 6 per episode
2022 8 mentions in 4 episodes 2 per episode
2021 23 mentions in 8 episodes 3 per episode
2019 1 mention in 1 episode
2018 3 mentions in 2 episodes 2 per episode
2017 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Elon Musk, oldest first

Apr 23, 2018 bearish
Assertion Supported
Cembalest: Elon Musk's Tesla Pay Is an Outlier Compared to Major Indices
“Last week, I did a post on Tesla, a story in pictures, which was kind of a brutal and cruel assessment of everything you're going on at Tesla, including, by the way, a chart on CEO compensation that shows how much Elon Musk gets paid for a loss-making enterpri…”
Michael Cembalest Apr 23, 2018 ▶ 56:06 Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
Mar 11, 2021 positive
Insight
Sonnenshein: Paul Tudor Jones and Elon Musk provide institutional air cover
“So whether it's Paul Tudor Jones or it's Elon Musk, Either and or both of those types of folks' participation in this asset class and on a very public level provides an unbelievable amount of air cover for more folks to participate in the space as well.”
Michael Sonnenshein Mar 11, 2021 ▶ 44:15 Crypto for Institutions 2 – Michael Sonnenshein – A Path to Entry (Capital Allocators, EP.181)
Mar 15, 2021 positive
Insight
Ginns: Tesla's Purchase Forced Corporate Boards to Consider Bitcoin
“And then I think Elon, there's really a dynamic around Tesla's purchase, where if you were your typical board a few months ago, you were saying, do we really need to consider Bitcoin? This seems like a fringe dynamic. When Elon buys, it becomes, why aren't we …”
Seth Ginns Mar 15, 2021 ▶ 48:50 Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
Nov 15, 2021 positive
Insight
Tedlow: Charisma is not binary and can be learned through coaching
“I think Steve Jobs was born. I don't think you can study to become Steve Jobs. I would say the same about Elon Musk. But that said, I do not believe that charisma is digital. I don't believe that you either have it or you don't. Because I've seen enough people…”
Richard Tedlow Nov 15, 2021 ▶ 32:34 Richard Tedlow - Charismatic Business Leadership (Capital Allocators, EP.222)
Nov 15, 2021 neutral
Assertion Supported
Tedlow: Elon Musk's net worth reached $230B, exceeding ExxonMobil
“Elon Musk, who I think, or the last time I looked, Ted, was personally worth more than ExxonMobil. I think he had two hundred and thirty billion dollars.”
Richard Tedlow Nov 15, 2021 ▶ 14:37 Richard Tedlow - Charismatic Business Leadership (Capital Allocators, EP.222)
Jan 9, 2023 positive
Opinion
Lemkau: Musk's genius and fortitude kept Tesla alive during crisis
“And you forget Tesla's now taken off in such an incredible way, but you forget there were moments there when it was really his genius and fortitude that kept that company alive and let it go on and thrive.”
Gregg Lemkau Jan 9, 2023 ▶ 16:37 Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
Jan 9, 2023 neutral
Assertion Supported
Musk tweeted '$420 funding secured' before calling bankers to evaluate buyout
“And Elon put out his infamous tweet around four, 20 funding secured. Then he called the bankers, which was slightly out of order.”
Gregg Lemkau Jan 9, 2023 ▶ 14:12 Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
Jan 1, 2024 neutral
Insight
Housel: Outlier Founders Like Musk and Bezos Are Tortured, Not Ambitious
“Patrick said the phrase that he would use to describe their personality is not driven by It's not ambitious. It's tortured. They wake up every morning tortured that they are not more successful, bigger, richer than they are. And I think that's true for virtual…”
Morgan Housel Jan 1, 2024 ▶ 44:25 Morgan Housel – Same as Ever (EP.359)
Jan 1, 2024 positive
Opinion
Housel: Elon Musk's Greatest Product Is Tesla Stock, Not Its Cars
“The greatest product that Elon Musk has ever made is not a Tesla car. It's not a SpaceX rocket. It's Tesla stock. It's the ticker TSLA. Because what he has done is he has told a more effective story about what Tesla might become in the future than maybe any ot…”
Morgan Housel Jan 1, 2024 ▶ 17:03 Morgan Housel – Same as Ever (EP.359)
Sep 16, 2024 positive
Opinion
Maples: Elon Musk monopolizes talent by tackling seemingly impossible challenges
“Very often, he can even monopolize the expertise in a certain field because there's no other meaningful company trying to do something that meaningful in that field.”
Mike Maples, Jr. Sep 16, 2024 ▶ 50:10 Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
Sep 30, 2024 neutral
What-if
Salem: Elon Musk's favorable narratives are driven by Tesla's reflexive stock price
“But I assure you that the narratives that are swirling on Elon Musk, particularly the favorable ones, would not be swirling and would not be of the character that they are if he weren't one of the wealthiest people in the world. That price has driven the stock…”
David Salem Sep 30, 2024 ▶ 33:17 David Salem - Investment Wisdom from the Owner's Box (EP.409)
Dec 22, 2025 bullish
Disclosure
Sacerdote: Whale Rock bought Tesla at 4x three-year forward earnings
“When we first bought Tesla at the end of 2019 and 20 20, when the EV S curve really took off because Elon got the price Of the model three down to 40,000. And then we saw they had very good competitive advantages. We said, wow, they can do two million cars at …”
Alex Sacerdote Dec 22, 2025 ▶ 18:51 Top 5 of 2025: #4: Alex Sacerdote
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.