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 months

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

Appearances

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All-In with Chamath, Jason, Sacks & Friedberg · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back · 5 Jun 2026 podcast

And the stock, I think, had we stayed on, would have made $4 billion.

So I'm not claiming to have any great expertise in knowing how to best distribute our... Dude, markets are brutal.

It's so hard.

I mean, that's a rub against Nvidia, which is a $5 billion company, and people feel like it's sort of a ceiling on it.

I think we'll look back at some point in time and say that was a foolish way to think about Nvidia, given its dominant position and its valuation relative to everyone else.

Yeah, absolutely, on earnings over the next two or three years.

I think that and the narrative that... Well, first of all, technically, there's all this other stuff that's growing faster and going up more.

And the long-short pods are structured such that they have to be short something.

So, NVIDIA feels like a safe short.

By the way, Google was a safe short.

Amazon was a safe short.

So, I mean, this just happens.

And sometimes they'll languish at a valuation and they break out.

I think that'll eventually happen with NVIDIA.

Let me take a step back and just talk about my framework for philanthropy, which is, I think, not unlike Brad Gerstner and many people in the room here, is that I care, I would say everybody up here, I care deeply about income inequality.

I care deeply about...

Making sure that as many people have opportunities to the incredible things that we've all had here so my interest in criminal justice reform really started earlier with an interest in education and Education reform and I was very lucky to get on the To start supporting get on the board ultimately be chairman of success academies, which is a charter school network in New York and I do think

Nobody talks about it, but the thing that's hiding out in plain sight for everybody is that the problems with income inequality isn't that Jeff Bezos is going to be a trillionaire or all these other people are gaining wealth.

It's that we're not equipping

children and particularly the most vulnerable children with the intellectual tools that they need to succeed and compete and it's not Because poverty is this intractable thing that can't be overcome.

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