Florida
2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Jul 8, 2019 by Ash Williams · said 118 times in 54 episodes since 2017 · across every show →
Mentions by year
brought up most by Ted Seides (33), Ash Williams (15), Chuck Davis (5), Jonathan Wang (4), Carla Harris (4), Brian Philpot (4), Barry Sternlicht (4), Muthu Muthiah (3)
tap a year for its mentions
2026 13 mentions in 6 episodes 2 per episode
- Hotel Investing at EOS – Jonathan Wang (EP.506)
- Making Mistakes – Josh Steiner (EP.502)
- Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)
- Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP (EP.499)
- Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- Will Guidara – Unreasonable Hospitality (EP.492)
- every mention in 2026, scene by scene →
2025 11 mentions in 7 episodes 2 per episode
- Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
- Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432)
- Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
- Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
- Jon Madorsky – Navigating the Evolution of Private Equity Secondaries (EP.448)
- every mention in 2025, scene by scene →
2024 13 mentions in 8 episodes 2 per episode
- Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)
- Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416)
- Todd Simkin - Game of Trading at Susquehanna (EP.399)
- Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
- Mike Freno – Confident Humility at Barings (EP.374)
- Ron Biscardi – Inside iConnections Global Alts (EP.367)
- Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
- every mention in 2024, scene by scene →
2023 16 mentions in 10 episodes 2 per episode
- Brian Philpot – Financing Farmers at AgAmerica (Capital Allocators, EP. 296)
- Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339)
- Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
- Chad Hutchinson – Professional Athlete to Professional Investor in Sports (EP.351)
- Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
- Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
- Eric Resnick – Ski, Golf, and Vacation Investing at KSL (EP.322)
- Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
- 2 more episodes that year, every mention in 2023 →
2022 7 mentions in 4 episodes 2 per episode
- Carla Harris – Pearls of Career Wisdom (Capital Allocators, EP.267)
- Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
- Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.270)
- Sahil Bloom – Creativity, Investing, and Engineered Serendipity (Capital Allocators, EP.249)
- every mention in 2022, scene by scene →
2021 13 mentions in 6 episodes 2 per episode
- Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207)
- Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)
- Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)
- Bill Ford – General Atlantic (Manager Meetings, EP.03)
- Ashby Monk – Innovation in Institutional Portfolios (Capital Allocators, EP.196)
- every mention in 2021, scene by scene →
2020 3 mentions in 3 episodes 1 per episode
- Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
- Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, EP.147)
- Brett Jefferson – Inefficiencies in Structured Credit at Hildene Capital Management (First Meeting, EP.19)
- every mention in 2020, scene by scene →
2019 31 mentions in 4 episodes 8 per episode
- Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
- Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
- Ron Biscardi – Putting Hedge Funds in Context (Capital Allocators, EP.83)
- every mention in 2019, scene by scene →
2018 4 mentions in 3 episodes 1 per episode
Everything said about Florida, oldest first
Jul 8, 2019 negative
Aug 9, 2021 bearish
Following 2008, 29 of 31 evaluated independent Florida banks were technically insolvent
“There were 31 banks in Florida. Of any consequence that weren't owned by Citi, Bank of America, or someone from out of state. We called on 29 of those 31 banks. Every one of them was technically insolvent. Their liabilities were greater than the fair market va…”