Enron
3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Jun 29, 2020 by Tony Davis · said 31 times in 16 episodes since 2017 · across every show →
Mentions by year
brought up most by Todd Boehly (9), Kieran Goodwin (3), Allison Thacker (3), Will Cook (2), Mason Morfit (2), Blythe Masters (2), Tony Davis (1), Steve Galbraith (1)
tap a year for its mentions
2026 4 mentions in 2 episodes 2 per episode
2025 4 mentions in 3 episodes 1 per episode
2024 2 mentions in 1 episode
2023 3 mentions in 1 episode
2021 12 mentions in 3 episodes 4 per episode
2020 3 mentions in 3 episodes 1 per episode
- Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)
- Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
- Sustainable Investing 5: David Blood - Pioneering a Generation (Capital Allocators, EP.143)
- every mention in 2020, scene by scene →
2018 2 mentions in 2 episodes 1 per episode
2017 1 mention in 1 episode
Everything said about Enron, oldest first
Jun 29, 2020 neutral
Nov 22, 2021 negative
Boehly: Team advised selling Enron bonds at 90 cents before collapse
“And at the time the Enron bonds were trading right around 88, 90 cents on the dollar, depending on the bond. And we basically made the recommendation to sell the Enron debt, and the CEO of Salmon's at the time said, you guys are wrong.”
Sep 29, 2025 negative
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…”