Wall Street
5 statements across 4 episodes · 2 bullish · 2 bearish · 3 people on the record · first statement Jan 10, 2022 by Jigar Shah · said 13 times in 8 episodes since 2022 · across every show →
Mentions by year
brought up most by Amanda Lee (4), Shanu Matthew (2), Jigar Shah (2), Stephen Lacey (1), Rayford Smith (1), Ian Rountree (1), David Yeh (1), Dan Shugar (1)
tap a year for its mentions
2026 1 mention in 1 episode
2024 9 mentions in 4 episodes 2 per episode
2023 2 mentions in 2 episodes 1 per episode
2022 1 mention in 1 episode
Everything said about Wall Street, oldest first
Jan 10, 2022 positive
Shah: Wall Street banks admit DOE loan diligence is harder than theirs
“When I go to New York and talk to the big money center banks on Wall Street, they Often we'll say that the process of going through the loan programs office is as hard or harder than going through their process, and therefore, if someone successfully gets thro…”
Aug 4, 2023 negative
Rayford Smith: Utilities naturally prefer acting like low-innovation railroads
“And I think that utilities, like, their natural inclination is to be the railroad because that's the safe and it's the consistent thing that they've always done, and it's explainable to regulators, it's explainable to shareholders, to Wall Street, like, that, …”
May 23, 2024 bearish
Shah: Residential solar loan securitization model has a short shelf life
“The game of just putting dumb solar in people's houses, you know, providing them a loan, right? Making money on that loan, right? And it's a securitization story, right? So you get debt from Wall Street, and then you own the equity slice, and then you try real…”
Aug 13, 2024 neutral
Lee: Poorly chosen green bank standards will alienate either communities or Wall Street
“There's a lot of concerns if we choose the wrong standards, for example, it'll make programs prohibitive to certain communities. Or if you choose the wrong standards, the other direction, right, it'll make it prohibitive to Wall Street.”
Aug 13, 2024 bullish
Lee: Securitizing local GGRF loans on Wall Street can unlock hundreds of billions
“That movement from a small local project can really get funding, right? From a GGRF lender Maybe blending it with a private local lender so there's a more robust capital stack and then those projects can be bundled upwards to maybe a mid-sized lender or a nati…”