Dan Loeb
speaker
548 appearances
2 recordings
2 series
first heard Jun 2026
last heard 5 Jun
Dan Loeb’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 — 2 in all, peaking in Jun 2026 with 2.
Appearances
Legendary activist investor Dan Loeb, he of course is the CEO and CIO of Third Point.
The lost art of short selling has come back and it's absolutely critical.
It doesn't matter what you do, you have to be really selective.
People talk about stock pickers market, this is a bond and credit pickers market.
When we were small, our main tool was shame and humor.
Dan Loeb turning up the heat on Nestle over the weekend.
The shift has really been more towards a dare to be great message.
Activism without proxy contests is like Catholicism without hell.
A lot of emotion brewing there.
Sure.
I mean, there was this brand new technology that came out called the internet.
And really shortly thereafter,
long before Reddit or any of these other things, there were a series of chat boards.
There was Yahoo, there was something called Silicon Investor, a few other ones, and people would congregate in kibbutz.
It was done mostly anonymously, and it was an interesting place to exchange ideas.
It was really the Wild West.
People could pretty much say or do anything, but there was a lot of substance there too.
It's not actually that much different than from today.
Well, some people use the term OG.
Sometimes I say I was the OT.
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