Federal Trade Commission

also referred to as: ftc

6 statements across 5 episodes · 0 bullish · 4 bearish · 5 people on the record · first statement Apr 29, 2019 by Matt Levine · said 16 times in 6 episodes since 2019 · across every show →

Mentions by year

brought up most by Jonathan Tepper (6), Isaac Corre (3), Brad Briner (3), Michael Mauboussin (1), Matt Levine (1), Chris Heller (1)

tap a year for its mentions
004182201920202021202220232024episodesmentions
012201920202021202220232024episodes it came up in
002142201920202021202220232024episodesmentions per episode
2024 4 mentions in 2 episodes 2 per episode
2023 4 mentions in 1 episode
2022 1 mention in 1 episode
2019 7 mentions in 2 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Federal Trade Commission, oldest first

Apr 29, 2019 negative
Assertion Not checkable as stated
Levine: Zero people in finance believe the common ownership antitrust theory
“No one I talked to in the financial industry thinks that's true. Like zero people. Academics like it, and it has some, it's gotten some attention from regulators, like the FTC has held hearings about it.”
Matt Levine Apr 29, 2019 ▶ 29:32 Matt Levine – Money Stuff (Capital Allocators, EP.97)
Oct 7, 2019 negative
Assertion Not checkable as stated
Tepper: US antitrust regulators have blocked almost no mergers
“And in industry after industry, what's happened is that the DOJ and the FTC over the years, the level at which they will scrutinize mergers has sort of gone up and up. And then effectively, they've blocked almost no mergers and scrutinized almost no mergers.”
Jonathan Tepper Oct 7, 2019 ▶ 38:37 Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
Oct 16, 2023 neutral
Insight
Corre: Horizon and Seagen deals shared identical FTC drug-bundling regulatory risks
“Take, for example, there were two mergers. You had Horizon Therapeutics, and then you had Seattle Genetics. Totally different deals, but almost the exact same set of issues in terms of, is the FTC going to decide that There's some issue that they're going to t…”
Isaac Corre Oct 16, 2023 ▶ 20:39 Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
Feb 19, 2024 bearish
Insight
Mauboussin: DOJ and FTC antitrust focus chills strategic M&A exits
“We've seen a really substantial uptick in antitrust focus. Whether or not the Justice Department or FTC wins these cases, it creates friction and makes managers and executives, it creates uncertainty as to whether they want to do these things.”
Michael Mauboussin Feb 19, 2024 ▶ 42:45 Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
Oct 21, 2024 negative
Opinion
Briner: Passive investing relies on a feckless FTC ignoring mega-cap tech
“If you're going to be passive, I think you must argue that the FTC is feckless, which they have been. If you're going to be active, then you probably argue that they are going to get it right this time, or get it different this time, at least. It kind of boils…”
Brad Briner Oct 21, 2024 ▶ 35:41 Brad Briner - Family Office to Public Service (EP.413)
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