financial crisis

6 statements across 5 episodes · 4 bullish · 1 bearish · 5 people on the record · first statement Oct 14, 2019 by Jay Girotto · across every show →

Everything said about financial crisis, oldest first

Oct 14, 2019 positive
Assertion Supported
Girotto: Farmland Values Dropped Only 4% in the 2008 Financial Crisis
“In the financial crisis, overall USDA, US farmland values went down about four percent. There was no interruption of the annual cash revenue streams that were coming out, so basically it was flat zero. Because it's the only asset class along with cash that did…”
Jay Girotto Oct 14, 2019 ▶ 8:30 Jay Girotto – Farmland Opportunity (First Meeting, EP.10)
Oct 19, 2020 positive
Assertion Not publicly verifiable
Thome: WARF hit top first percentile 10-year performance post-2008
“You know, you go through the financial crisis and coming out of that, when you came out of that on the long-term basis, at one point, we were top one percentile over the ten-year period.”
Carrie Thome Oct 19, 2020 ▶ 36:46 Carrie Thome – Nothing Ventured, Nothing Gained at WARF and beyond (Capital Allocators, EP.160)
Mar 18, 2021 neutral
Assertion Supported
Paul: Endowments and Pensions Were Net Sellers in 2008 Crisis
“The reality was in the financial crisis, endowments and pensions were net sellers, not net buyers.”
Ari Paul Mar 18, 2021 ▶ 13:01 Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
Nov 13, 2023 positive
Insight
Heitzmann: The 2008 financial crisis was incredibly good for New York tech
“And in a very strange way, the financial crisis, which was very bad for New York, was incredibly good for New York Tech.”
Rick Heitzman Nov 13, 2023 ▶ 21:26 Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
Feb 9, 2026 positive
Assertion Supported
Gilmore: Future Fund Benefited from 2008 Crisis Due to Low-Risk Entry
“The Future Fund has actually been one of the beneficiaries of the financial crisis because it had a low risk portfolio going into the crisis. So it had a lot of cash to invest when assets were very cheap.”
Stephen Gilmore Feb 9, 2026 ▶ 12:30 Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
Feb 9, 2026 negative
Opinion
Gilmore: CalPERS historically destroyed value through pro-cyclical de-risking during crises
“One of the things that has attracted value from the CalPERS experience has been a tendency to be too pro-cyclical. If you think back to the time of the financial crisis, Various assets were liquidated. Risk was taken off. That was done in part because of conce…”
Stephen Gilmore Feb 9, 2026 ▶ 21:30 Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
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.