Mike Milken

6 statements across 5 episodes · 4 bullish · 0 bearish · 5 people on the record · first statement Mar 25, 2019 by Jordi Visser · across every show →

Everything said about Mike Milken, oldest first

Mar 25, 2019 positive
Insight
Michael Milken prefers bonds over stocks because returns ignore other buyers
“I was with Mike Milken recently, and he specifically said the reason he likes bonds as opposed to stocks from an investment standpoint is, I don't need other people to buy them. I just need them to pay me off. So I'm happy being the only person buying them. In…”
Jordi Visser Mar 25, 2019 ▶ 34:29 Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
Nov 23, 2020 neutral
Assertion Supported
Greenblatt: Milken agreed to seed Gotham Capital after a single phone call
“And three years into it, one day I called my friend who was working for Mike Milken. And I said to him, gee, if I could raise X dollars, I'd go out on my own and run a fund. And he called me back the next day and said, Mike said fine.”
Joel Greenblatt Nov 23, 2020 ▶ 12:08 Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
Nov 23, 2020 neutral
Assertion Not checkable as stated
Milken doubled Greenblatt's ask while keeping Ron Perelman waiting on Revlon
“So I kept him there for an hour and I actually literally had Ron Perlman waiting in the next room to do the Revlon deal. And I kept him waiting there and he finally gave up on me and walked out, sent his brother in. And I got the deal from his brother and then…”
Joel Greenblatt Nov 23, 2020 ▶ 12:56 Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
Nov 22, 2021 positive
Assertion Not checkable as stated
Boehly: Guggenheim bought senior bank debt at 50 cents in 2008
“We ended up buying senior bank debt at 50, 60 cents on the dollar, and literally within Four months, it was back at 85, 90 cents on the dollar.”
Todd Boehly Nov 22, 2021 ▶ 16:34 Todd Boehly - The Next Berkshire Hathaway at Eldridge (Capital Allocators, EP. 223)
Jul 25, 2022 positive
Assertion Supported
Friedman: Drexel Under Milken Taught How to Buy Businesses Without Capital
“I worked in the magical world of Mike Milken in 1984 to 1990, which was just an unbelievable place. It was a great place to learn how to buy a business if you didn't have any money, because we were financing people buying businesses who didn't have that much m…”
Josh Friedman Jul 25, 2022 ▶ 6:34 Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)
Apr 9, 2026 positive
Assertion Not checkable as stated
Ares won Milken family office deal over competitors due to philanthropic alignment
“We did something with Mike and Lowell Milken on their family office. Mike absolutely loved that we had this alignment and we had this transaction. On a deal where it's a tie with three or four people, it's like, I think I'd rather partner with this person. He'…”
Joel Holsinger Apr 9, 2026 ▶ 20:14 Promote Giving – A New Model for Performance-Driven Giving (EP.496)
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