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First Republic Bank

also referred to as: first republic

4 statements across 4 episodes · 0 bullish · 2 bearish · 4 people on the record · first statement Jan 10, 2022 by Chris Douvos · said 8 times in 7 episodes since 2022 · across every show →

Mentions by year

brought up most by Josh Kopowitz (2), Porter Collins (1), Kristin Kolurgis-Roland (1), Dave Thornton (1), Chris Douvos (1), Ben Hunt (1), Amy Falls (1)

tap a year for its mentions
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0232022202320242025episodes it came up in
000.81.51.532022202320242025episodesmentions per episode
2025 4 mentions in 3 episodes 1 per episode
2024 1 mention in 1 episode
2023 2 mentions in 2 episodes 1 per episode
2022 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about First Republic Bank, oldest first

Jan 10, 2022 neutral
Assertion Supported
Active venture capital fund entities have quadrupled from 1,000 to 4,000
“Samir over, he's running his own shop now, but when he was at First Republic, he used to track the number of funds that were out in the market. And it used to be A thousand. Like, that was always the number. Like, NVCA, National Venture Capital Association, al…”
Chris Douvos Jan 10, 2022 ▶ 13:45 Chris Douvos – The LP's Perspective from Ahoy Capital, Venture is Eating the Investment World 2 (Capital Allocators, EP.230)
May 22, 2023 neutral
Opinion
Falls: SVB faced a liquidity crisis while First Republic faced insolvency
“So in one case, it's probably more of a liquidity crisis, too much reliance on short-term funding, and in the other, it may have been more of a solvency crisis, real loan impairment.”
Amy Falls May 22, 2023 ▶ 9:19 Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
Jul 3, 2023 bearish
Disclosure
Collins: Seawolf shorted First Republic, SVB, Signature, and Silvergate to zero
“We saw pretty clearly what was happening at First Republic and Silicon Valley and Signature and Silvergate, and we were short all those essentially to zero.”
Porter Collins Jul 3, 2023 ▶ 38:06 Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
Jun 12, 2025 bearish
Insight
Sub-$200M Businesses Reliant on Cheap Bank Debt Risk Rapid Insolvency
“Having a business that is entirely reliant on dirt cheap, consistent debt financing from a bank is really risky and particularly risky if you are sub two hundred million dollar market cap. So a small gust of wind, a small hiccup, and we saw this with SVB and F…”
Josh Kopowitz Jun 12, 2025 ▶ 9:58 Josh Koplewicz – Flexible Capital and Creative Structures at Thayer Street (EP.451)
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