Wall Street
5 statements across 5 episodes · 1 bullish · 3 bearish · 5 people on the record · first statement Jul 8, 2025 by Caryn Seidman Becker · said 66 times in 36 episodes since 2025 · across every show →
Mentions by year
brought up most by Patrick O'Shaughnessy (43), Jeremy Giffon (5), Graham Weaver (3), Caryn Seidman Becker (3), Alex Carnell (3), Jeff Horing (2), William Hockey (1), Reed Hastings (1)
tap a year for its mentions
2026 54 mentions in 30 episodes 2 per episode
- Everything in Capital Markets is Downstream of Algorithms · Invest Like The Best
- GLP-1s, Peptides, and The Trillion-Dollar Health Revolution · Invest Like The Best
- How to bet on yourself (without venture capital) · Invest Like The Best
- Why The Laws of Startup Physics Have Changed | Ben Horowitz Interview · Invest Like The Best
- The Netflix Culture Code That Changed Entertainment Forever | Reed Hastings Interview · Invest Like The Best
- Clay’s Unusual Path to Building a Multi-Billion Dollar Company · Invest Like The Best
- Why the AI Boom Is Just Getting Started · Invest Like The Best
- Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation · Invest Like The Best
- 22 more episodes that year, every mention in 2026 →
2025 12 mentions in 6 episodes 2 per episode
- Clear's Turnaround from Bankruptcy to IPO with CEO Caryn Seidman Becker · Invest Like The Best
- How Graham Weaver Turns Recent Grads Into CEOs · Invest Like The Best
- 5 Ingredients for the Perfect Investment | Jeff Horing Interview · Invest Like The Best
- The CEO Who Cheated Death, Slept an Hour a Night, and Built a Healthcare Empire · Invest Like The Best
- The Data on America's Economic Split | Andrew Milgram Interview · Invest Like The Best
- The Investment Firm That Can 'Do Anything' | Sixth Street CEO Alan Waxman · Invest Like The Best
- every mention in 2025, scene by scene →
Everything said about Wall Street, oldest first
Jul 8, 2025 bullish
Clear repurchased all its $31 IPO stock at lower prices
“We've bought back let's see, we were, I think we peaked at a hundred and fifty-five million shares, and we're at a 133 and change, so we've bought back a lot of stock. All the stock that we went public with at 31, we bought back at a lower price, if you want t…”
Sep 16, 2025 negative
Horing: Net retention is one of the least informative software metrics
“I remember five years ago, one of my companies was going public and the rage on Wall Street was net retention. I was picking a random one. I was already at my 11th grade math. So I'm like, this is one of the least informative numbers I could think of. And yet …”
Mar 17, 2026 negative
Silicon Valley resembles 1990s Wall Street more than a 1950s research lab
“SF and Silicon Valley, like it's an elite dominated society, whether we like it or not. It's probably more akin to Wall Street in the 19 nineties than it is to what we want it to be, which is like, you know, a research lab in Cambridge in like the 19 fifties.”
Jul 7, 2026 neutral
Giffon: Wall Street and Silicon Valley compensation models have completely flipped
“I would argue that those have started to flip now, whereas like Wall Street, because all these businesses have gone public you know, on Wall Street, you're comped on RSUs, and you're thinking like a firm, and you're, you know, maybe it's, especially at the top…”
Aug 18, 2026 negative
Thompson: Meta Would Be Better Positioned If It Championed Advertising
“I think if they had made that Communicate that more consistently. They would be in a better place generally from a PR perspective. They would have been a better place relative to Apple, and I think they would have an easier time right now convincing Wall Stree…”