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Stephen Gilmore

5 statements across 1 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Feb 9, 2026 by Stephen Gilmore · said 5 times in 2 episodes since 2019 · across every show →

On the record as a speaker too: Stephen Gilmore's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Matt Whineray (3), Ted Seides (1), Ashby Monk (1)

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2026 2 mentions in 1 episode
2019 3 mentions in 1 episode

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Everything said about Stephen Gilmore, oldest first

Feb 9, 2026 bearish
Prediction Not checkable as stated
Gilmore: Non-US allocators will struggle to diversify away from US markets
“There's a desire to diversify away from the US. That's probably going to be Difficult because the other capital markets aren't as deep.”
Stephen Gilmore Feb 9, 2026 ▶ 51:39 Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
Feb 9, 2026 neutral
Disclosure
Gilmore: CalPERS recommended a 75/25 reference portfolio with 400bps active risk
“We've recommended a 75% equity, 25% bond portfolio. We've recommended an active risk range around 400 basis points.”
Stephen Gilmore Feb 9, 2026 ▶ 26:57 Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
Feb 9, 2026 neutral
Disclosure
Gilmore: CalPERS will limit direct private investments and expand public market activity
“I don't anticipate that we will be particularly active direct privates apart from co-investment, but I expect that we will become more active in the public markets given the balance sheet management and our improved liquidity management.”
Stephen Gilmore Feb 9, 2026 ▶ 30:21 Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
Feb 9, 2026 positive
Opinion
Gilmore: AIGFP had great people and Joe Cassano was super smart
“One of the things that really impressed me was the quality of the people at AIGFP. They had really good people. I thought a lot of Joe Cassano, who ran the place. He was super smart, very knowledgeable across many things.”
Stephen Gilmore Feb 9, 2026 ▶ 10:45 Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
Feb 9, 2026 negative
Prediction Not checkable as stated
Gilmore: National security concerns make government capital controls quite possible
“One thing that I wouldn't like to see would be forms of capital controls, but that's quite possible.”
Stephen Gilmore Feb 9, 2026 ▶ 52:19 Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
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