Wall Street, every mention

19 scenes (2025) · ← back to Wall Street

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every year 2025 anyone Ted Seides 92Jake Walthour 24Gregory Zuckerman 15Chatri Sityodtong 15Doug Ostrover 9Steve Galbraith 8Jeffrey Solomon 8Tom Russo 7Paul Johnson 7John Connaughton 7

Verbatim, from the transcripts: the passages where Wall Street comes up

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Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468) Nov 3, 2025 · 4 mentions

  • ▶ 18:47 Jeff Aronson My heart was racing, and I told them that I wanted to leave and build my own business, and John Angelo, who's a larger-than-life Wall Street personality, he stood up, he hugged me, he always called me Jeffrey, he said, Jeffrey, we've…
  • ▶ 35:39 Jeff Aronson And what happened after the GFC, we know the story, banks retreated, Wall Street hates vacuums, non-bank banks came to the fore, this notion of direct lending, credit started shifting
  • ▶ 41:07 Jeff Aronson I like to say one of the best things about working on Wall Street is people can't remember what they did yesterday.
  • ▶ 48:22 unnamed speaker We partnered with Wells Fargo to focus on companies that have nothing to do with Wall Street, that are family owned.

Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467) Oct 27, 2025 · 1 mention

  • ▶ 34:13 Sanjay Ayer In this market, it's been fun because we are viscerally exploiting or have been the specialist trap, where if you're an industry Wall Street specialist, you've looked at the same industry for 15 years, you're in an echo chamber talking…

Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462) Sep 29, 2025 · 1 mention

  • ▶ 58:49 Mason Morfit They told us we were Wall Street, so they refused to meet with us, but we found that there was a play on Broadway that was a taking on banks and private equity.

Jack Kokko – Building the Google of Finance at AlphaSense (EP.461) Sep 25, 2025 · 2 mentions

  • ▶ 6:07 Jack Kokko It really built a semantic search engine that would understand what an analyst really is looking for when they are reading a financial filing, or an earnings call, or a research report from Wall Street.
  • ▶ 10:02 Jack Kokko Wall Street research on a platform where you could now compare what is the company saying, what is an analyst saying about any topic, any company.

Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460) Sep 22, 2025 · 2 mentions

  • ▶ 9:00 Herb Wagner But at the time, Wall Street's firing people, blaming people off. 2 times in the scene

Tim Sullivan – Yale's Private Portfolio (EP.456) Jul 14, 2025 · 1 mention

  • ▶ 10:46 Tim Sullivan Wall Street was teaching lots of people how to do fancy things to balance sheets.

Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453) Jun 23, 2025 · 1 mention

  • ▶ 7:22 Hugh MacArthur I then thought I was going to go off and do great things on Wall Street, except I found that nobody really wanted to hire me as a history major.

Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446) May 19, 2025 · 1 mention

Howard Marks – Navigating Private Credit (EP.439) Apr 7, 2025 · 5 mentions

  • ▶ 38:51 Howard Marks I think that there are so many bright people on Wall Street. 3 times in the scene
  • ▶ 43:13 Howard Marks We don't boom in compensation when Wall Street booms, and we don't zero it out when Wall Street busts, so people were happy to stay at Oak Tree and be paid on a steady basis. 2 times in the scene

David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434) Mar 3, 2025 · 4 mentions

  • ▶ 10:21 David Zorub I would also add to that the rise of style factors, which are big business on Wall Street right now, have all conspired to, I think, create more non-fundamental short-term volatility, which has made the monetization mechanism of active…
  • ▶ 42:59 David Zorub There was no Wall Street coverage.
  • ▶ 58:40 David Zorub I never thought I was going to work in finance or Wall Street. 2 times in the scene

Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433) Feb 24, 2025 · 2 mentions

  • ▶ 12:34 Evan Roth Financial professional, successful on Wall Street.
  • ▶ 55:52 Ted Seides In the stable value portion of what you do, private credit has replaced Wall Street lending and become this big area for investing, particularly for a lot of families.
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