Silicon Valley Bank
also referred to as: svb
9 statements across 9 episodes · 4 bullish · 3 bearish · 9 people on the record · first statement Jul 26, 2021 by Doug Ostrover · said 29 times in 16 episodes since 2021 · across every show →
Mentions by year
brought up most by Ted Seides (5), James Aitken (3), Seth Klarman (2), Josh Kopowitz (2), Herb Wagner (2), George Mikulakis (2), Ashby Monk (2), Vincent Daniel (1)
tap a year for its mentions
2026 2 mentions in 2 episodes 1 per episode
2025 5 mentions in 3 episodes 2 per episode
2024 4 mentions in 3 episodes 1 per episode
2023 17 mentions in 7 episodes 2 per episode
- James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
- Seth Klarman – Timeless Value Investing (EP.328)
- Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
- Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
- Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
- Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
- every mention in 2023, scene by scene →
Everything said about Silicon Valley Bank, oldest first
Jul 26, 2021 bullish
Owl Rock Is a Top Software Lender Alongside SVB
“I think today we are probably, I don't know if we're the largest, but we are one of the largest dedicated lenders to the software space. We have 22 people focused on software, half in New York, half out in Menlo Park. So, I mean, clearly Silicon Valley Bank is…”
Apr 17, 2023 bullish
Giannini: Bank retrenchment will drive continued expansion in private credit
“The movement away from traditional sources of credit Is only going to continue. Banks are getting out of that business, and what's happened in the U.S. With Silicon Valley and Signature, I mean, there's just going to be more need for private credit. The amount…”
May 22, 2023 neutral
May 29, 2023 neutral
Blitz: SVB crisis triggered a violent two-year Treasury squeeze via illiquidity
“You saw in March of this year where you had a pretty violent move in the two-year bond, one of the most liquid assets in the world. Many macro managers were positioned in that bond. They had to get out of that position when the Silicon Valley Bank news hit. Mo…”
Jul 3, 2023 negative
Daniel: Tech critics hypocritically begged for SVB uninsured deposit bailouts
“But the people who got bailed out of uninsured deposits, and the ones who complained about the entire banking system in and of itself, and then were begging, and they got bailed out, that was a pet peeve of mine that drove me insane.”
Jul 10, 2023 positive
Aitken: Fed backstop prevented post-SVB credit contraction
“The point here is that so successful has the Fed's backstop of regional banks and so forth been That it has not only prevented the accelerating tightening of credit we all expected after Silicon Valley Bank, it's actually incentivized banks to be calm, be meas…”
Jan 15, 2024 bearish
Mar 11, 2024 positive
Jun 12, 2025 bearish
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…”