Aaron Cowan

speaker

268 appearances 2 recordings 2 series first heard Jun 2026 last heard 12 Jun

Aaron Cowan’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.

Appearances

newest first · ▶ plays the moment

All-In with Chamath, Jason, Sacks & Friedberg · All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live · 12 Jun 2026 podcast

People are going to want to own equities, and it's going to be fun in the next couple of years.

Companies are going to innovate and create products and applications, and that's where hopefully long-short managers like us can make a boatload of money.

Thanks, the besties, for having me.

And this is obviously a fabulous event you guys put on.

I'm happy to be here.

For those who don't know me, I run a four billion dollar firm in New York called Soretta Capital.

Before founding my firm, I was I ran the equities business for George Soros.

I was then CIO for Steve Cohen.

And I've been doing hedge funds now for twenty nine years.

So definitely on the older edge of my peer group.

So I was thinking about, you know, I run a generalist fund and, you know, we own a bunch of tech stocks, but, you know, given this audience here for me to pitch a tech stock would be absolutely completely stupid.

So I was thinking about what else.

And, you know, obviously the theme of this conference besides tech is poker.

So I'm going to pitch to you MGM.

Now, most of you know MGM as you think about it as the biggest company.

They own 13 properties in Vegas.

They're one of them and Caesars are the two largest owners of casino assets in Vegas.

Now, if you notice,

the other day, Caesars got taken out.

And so we think Vegas is actually starting to improve.

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