Magnificent Seven, every mention
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tap a year for its mentions
every year anyone Ted Seides 9Michael Mauboussin 2Shannon O'Leary 1Kristin Kolurgis-Roland 1David Zorub 1Baroness Dambisa Moyo 1
Verbatim, from the transcripts: the passages where Magnificent Seven comes up
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
- ▶ 43:45 Baroness Dambisa Moyo He's good at looking beyond AI means Mag-Seven.
Year in Review 2025 (EP.478)
- ▶ 20:15 Ted Seides Mag seven hasn't really rolled over. 3 times in the scene
Ted on Alt Goes Mainstream (EP.458)
- ▶ 15:35 Ted Seides Mag seven is software and so on.
Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
- ▶ 15:04 Kristin Kolurgis-Roland Ask questions like, is now the time to invest in Mag-Seven, or should you still be thinking about outside the US and stuff like that?
Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
- ▶ 1:09:53 Ted Seides How have you wrestled with that portion of the growth of the Mag seven? 4 times in the scene
Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
- ▶ 56:24 Shannon O'Leary Oh, a massive, there's 50% fewer public companies now than there were 20 years ago, and this thing called MEG-seven, that is not something that a non-profit CFO is generally super comfortable talking about with their board, and so it's us…
David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)
- ▶ 51:45 David Zorub We talked earlier about some of the distortions that the concentration of large cap tech Mag seven were having.
Cliff Asness - Simple Investing is Hard (EP.385)
- ▶ 39:46 Ted Seides So over these last couple years before this bounce, and you're thinking about other things that could be impacting the performance, a lot of the common discussions were around the rise of passive investing, trading in the hedge fund pods,…
Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
- ▶ 40:03 Michael Mauboussin We talk about Magnificent Seven, and obviously they're very different types of companies, and so throwing them all in one bucket may not be the right thing to do, but when you take a look at the economic profit, so return on capital, less… 2 times in the scene