U.S.
8 statements across 6 episodes · 1 bullish · 2 bearish · 6 people on the record · first statement Oct 22, 2025 by Dan Sundheim · across every show →
Everything said about U.S., oldest first
Oct 22, 2025
Sundheim: US markets price turnaround stories far faster than Europe
“Like, the U.S. Is pretty quick at, like, seeing change happening, and then pricing in that change. In Europe, I find you know, once a company, like a company like Rolls had underperformed for so long, I guess that European mutual funds, they just kind of got i…”
Nov 4, 2025 neutral
Collison: Most foreign banking markets have only three to eight banks
“People in the U.S. Do not have a good mental model for how different the banking ecosystem in every other country is, because the U.S. Is so sweet generous, it's like, 5000 banks or whatever the number is currently in the U.S., whereas every other banking mark…”
Nov 11, 2025
Nov 25, 2025 negative
Nov 25, 2025 neutral
Nov 25, 2025 negative
Mar 5, 2026 bullish