Texas

4 statements across 4 episodes · 2 bullish · 0 bearish · 4 people on the record · first statement Dec 2, 2019 by Anne Martin · said 86 times in 48 episodes since 2017 · across every show →

Mentions by year

brought up most by Jace Auby (8), David Druley (6), Christopher Zook (6), Ted Seides (4), Barry Sternlicht (4), Adrian Meli (4), Matt Miller (3), Brent Montgomery (3)

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05102017201820192020202120222023202420252026episodes it came up in
001.553102017201820192020202120222023202420252026episodesmentions per episode
2026 2 mentions in 2 episodes 1 per episode
2025 7 mentions in 4 episodes 2 per episode
2024 21 mentions in 8 episodes 3 per episode
2023 9 mentions in 7 episodes 1 per episode
2022 10 mentions in 6 episodes 2 per episode
2021 17 mentions in 9 episodes 2 per episode
2020 4 mentions in 2 episodes 2 per episode
2019 11 mentions in 5 episodes 2 per episode
2018 2 mentions in 2 episodes 1 per episode
2017 3 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Texas, oldest first

Dec 2, 2019 positive
Opinion
Martin: Texas Oil Drillers Rival Silicon Valley Founders in Entrepreneurial Spirit
“I often joke that I worked on the two parts of the portfolio with the most entrepreneurial people in the world. If you think Silicon Valley entrepreneurs are entrepreneurial, go meet the people in Texas that are drilling for oil.”
Anne Martin Dec 2, 2019 ▶ 13:34 Anne Martin - Pulling the Oars as CIO of Wesleyan University (Capital Allocators, EP.114)
May 5, 2022
Assertion Supported
Drobny: Russia is smaller than Texas; China is 15-25% of global GDP
“You could ignore Russia because their economy is smaller than the size of Texas. But China is somewhere between 15 to 25% of global GDP, depending on how you count and what numbers you believe.”
Steve Drobny May 5, 2022 ▶ 17:33 Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
Nov 28, 2022 neutral
Prediction Not checkable as stated
Asset Managers Will Soon Need Separate Pitch Books For Pro- And Anti-ESG
“I said, I think someday, just like back in the eighties, you used to have to carry two business cards, one with a bug on it, union bug, and one without, and never get them mixed up. You're going to have two pitch books. You better not bring this pitch book to …”
Charles Van Vleet Nov 28, 2022 ▶ 31:13 Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
Sep 9, 2024 positive
Assertion Partly supported
Auby: Texas leads the nation in oil, gas, solar, wind, and batteries
“Texas is number one in pretty much every form of energy you can name. So number one in oil, number one in gas, number one in solar, number one in wind, number one in batteries. I just read the other day.”
Jace Auby Sep 9, 2024 ▶ 20:39 Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
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