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

I unfortunately made a bad investment in a company called The Rio, which was in Vegas, which we bought where they separate, when Caesars merged with El Dorado, they had to shed an asset.

That was The Rio.

I did an investment with a couple of friends, and we were buying the thing at $200 per square foot.

The thing we forgot was when you separated from Caesars, you lost the loyalty program.

Let me get his first.

I don't know the answer to that.

If he can make them better, it will help.

But as I'm saying, this is not really a Vegas play.

This is an Asian casino play that...

And if you look at the presentations, which is really cool, they are not, they barely mention it.

So one of the things we happened beside, we were hoping in one of the, so look, I worked at SAC and one of the things we focus on is catalyst path.

So what was the catalyst path?

The catalyst path was they would have an investor day, blah, blah, blah.

Barry just showed his cards.

So, but you know, if it's- Aaron, two questions.

Let me answer this in a sec.

So what's also cool about this idea was, so I've been doing this for 29 years.

Wynn, they opened Macau.

So Wynn started as a Vegas property, then opened Macau.

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