capital markets: everyone on the record — The Minutes https://minutesof.com/on/capital-markets/ Everyone on the record about capital markets: 8 verbatim quotes from 3 people, July 2019 to June 2026, in one chronology, each with a timestamp and a link… en Sun, 30 Aug 2026 22:32:51 +0000 Brad Gerstner: Gerstner says 60 to 70 percent of people don't participate in capital markets upside, expects r https://minutesof.com/q/999434f2-8311-48a8-afb8-f425c6a0e60a/ https://minutesof.com/q/999434f2-8311-48a8-afb8-f425c6a0e60a/ “60 to 70% of people today don't compound in the upside of our capital markets. I think you'll see a lot of announcements in the weeks ahead.” — Brad Gerstner, Altimeter Capital Mon, 15 Jun 2026 20:55:26 +0000 capital markets Marc Rowan: Rowan asserts the world is simultaneously building infrastructure, energy, manufacturing, defense, https://minutesof.com/q/3ac957ff-1e5c-4797-8ff9-af8873fbe4b2/ https://minutesof.com/q/3ac957ff-1e5c-4797-8ff9-af8873fbe4b2/ “S, they want to do in Europe, and they're not as well prepared to it, and they're doing it in The Middle East, and they're doing it elsewhere around the world.” — Marc Rowan, Bloomberg Podcasts Tue, 03 Mar 2026 16:46:49 +0000 capital markets Bill Gurley: He said, the head of the world's largest sovereign wealth fund said the clock is ticking for priv https://minutesof.com/q/ee43f8e6-cce8-458a-80a8-3c8ae51a57e9/ https://minutesof.com/q/ee43f8e6-cce8-458a-80a8-3c8ae51a57e9/ “He said, the head of the world's largest sovereign wealth fund said the clock is ticking for private equity and join the chorus of investors who've grown worried about the industry's valuation practices.” — Bill Gurley, Invest Like the Best Tue, 10 Jun 2025 08:00:00 +0000 capital markets Bill Gurley: Gurley argues Yale has had more impact on endowment management strategy than any other institutio https://minutesof.com/q/051feb0b-a218-4bda-898f-cff90c34e9f8/ https://minutesof.com/q/051feb0b-a218-4bda-898f-cff90c34e9f8/ “I would argue no single institution's had a bigger impact on the strategy of endowment management than Yale.” — Bill Gurley, Invest Like the Best Tue, 10 Jun 2025 08:00:00 +0000 capital markets Bill Gurley: Gurley argues 2024's 30% Nasdaq gain with closed IPO window defies historical correlation, pointi https://minutesof.com/q/222b59f6-f047-4def-9148-3487a08d0234/ https://minutesof.com/q/222b59f6-f047-4def-9148-3487a08d0234/ “I believe a part of it I've been very passionate about is the IPO discount that the banks force upon the market, especially the well known high branded ones.” — Bill Gurley, Invest Like the Best Tue, 10 Jun 2025 08:00:00 +0000 capital markets Marc Rowan: Rowan warns $2 trillion peacetime deficits at full employment threaten capital availability for fu https://minutesof.com/q/91fabe27-7e08-425b-949a-1af300e8583a/ https://minutesof.com/q/91fabe27-7e08-425b-949a-1af300e8583a/ “The direct the notion that we are spending 2,000,000,000,000 in excess of what we take in in peacetime with full employment does not bode well for the availability of capital to do what we need to do” — Marc Rowan, Bloomberg Television Wed, 02 Oct 2024 13:14:05 +0000 capital markets Brad Gerstner: Gerstner argues Khosrowshahi's capital markets expertise was critical fit for cash-hemorrhaging https://minutesof.com/q/bdd29fa5-2d57-49d2-8b3e-5f09ffdc2b76/ https://minutesof.com/q/bdd29fa5-2d57-49d2-8b3e-5f09ffdc2b76/ “Uber at the time was hemorrhaging cash, needed to get rid of some divisions, needed to focus on the core.” — Brad Gerstner, This Week in Startups Fri, 12 Jan 2024 05:28:40 +0000 capital markets Bill Gurley: Gurley argues private companies now have more capital than incumbents for the first time in histo https://minutesof.com/q/9a59c3ce-68cd-4fcf-8fc2-7dba9b9a68c9/ https://minutesof.com/q/9a59c3ce-68cd-4fcf-8fc2-7dba9b9a68c9/ “And for the first time in history, I believe private companies are the ones with more money and are attacking the long held incumbents, which is a radical thing to think about.” — Bill Gurley, Invest Like the Best Tue, 02 Jul 2019 09:30:00 +0000 capital markets