Bill Ackman
speaker
500 appearances
1 recordings
1 series
first heard Jul 2026
last heard 20 Jul
Bill Ackman’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Look, I think in private markets, there's more risk of a quote-unquote valuations being massively above perhaps where they should be.
But you're also seeing businesses that are able to go from zero.
I mean, look at Anthropic.
It went from zero to many tens of billions in
in revenue in a very short period of time.
This is a never before seen phenomenon.
So if companies can scale that quickly, then you can justify much higher private market values.
Seeing the future is very often just studying the present and looking for examples in history.
And, you know, in 2008, really before 2008, it was several years before 2008, we saw a number of companies doing stuff we thought was crazy, which is there were these businesses called bond insurers and they had AAA ratings, which means, you know, as good as the government in terms of creditworthiness.
And they were guaranteeing very risky mortgages and collecting money and reporting big profits.
And we said, this is not sustainable anymore.
And that was not so much predicting the future, but identifying something now that just seemed wrong.
And we knew eventually that would, if you will, that would blow up.
In terms of predicting the future, markets are going to be volatile.
There'll be some upcoming panic about markets.
I don't know exactly what the catalyst is going to be.
There is a ton of speculation.
There's a huge amount of leverage being used by
professional investors, by retail investors, my biggest piece of advice to your audience is don't borrow money against stocks because that's how you get wiped out.
And betting on sports is not a great, unless you've got some real edge.
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