Bill Ackman
speaker
619 appearances
1 recordings
1 series
first heard Aug 2026
last heard 5 Aug
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 Aug 2026 with 1.
Appearances
I figured if I want to raise $10 million, why not go to the richest people in the world and ask them for a really small amount of money?
This was a failure of due diligence on my part.
You don't want to be a lemming in markets.
You want to be the person looking the other direction.
There's some people like, well, I'm not going to open a Trump account for my child because I don't like that it's called Trump account.
Okay, that's stupid.
So I guess markets are always interesting, but it seems like a particularly interesting time in history, midst of a couple of important wars.
At the same time, you know, major technological change.
I mean, AI, I think, is the story of the moment of really the next, you know, many, many years.
And thinking about implications for business, for the economy, for companies, for employees, I think the AI is really the story.
In terms of markets, it's a time where people are a fair amount of speculation.
So on the, you might say, negative side, we think about the growth of one-day options, these very kind of levered ETFs, all the money being spent, if you will, betting on sports.
When speculation increases, that's a time, I would say, to be a little more cautious.
At the same time, if you look at market indices, people point out that multiples are higher, but the S&P is a market cap weighted index, which means the biggest companies have the biggest impact on valuations.
And the biggest companies are really amazing businesses that have much higher growth trajectories than businesses of even a decade ago, 20, 30 years ago.
So it's a different market today than one that you would look at sort of average multiples.
And we're finding cheap stocks.
In fact, some of the best we call durable growth companies in the world are available at prices that we find compelling because they're not at the cutting edge, you know, and they're not dead center on, you know, the demand for chips or memory or even, you know, land and real estate for data centers.
I'm less interested in kind of the frontier.
I'm interested intellectually in frontier kind of AI companies and models.
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