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
And then we started an insurance company a few years ago.
It's not the first insurance company we did.
We did a PNC company, but this one was wholly owned.
Now we own half of it.
And the insurance company...
captures basically the investment grade part of what we do.
So private credit through structured vehicles, structured credit, whole loans, investment grade, both private and public.
But we also can use our surplus capital in very interesting ways.
So first of all, investing now, first of all, my time is spent primarily on managing the hedge fund, which for now is the biggest capital pool and most important business that we're in.
The human element, I think this is true for everyone you have here,
the element of the social component, the human network of knowing people, being able to capture opportunities, work with people, interact, that's never going away.
Maybe you can theorize that there will be agents that will sit at Andreessen Horowitz and whoever else, your funds, but I think the human will always have to be there because people like to
Yeah, obviously that's everything right now.
Chamath talks about the time-bounded value of companies, and I think that's essential.
What are the companies that are gonna be around
seven to 10 to 20, like what are the real moats that exist out there?
And it is harder now.
I don't think we can, I don't know that we can really go out 10 or 20 years ago.
By the way, I think we diluted ourselves earlier because I think if you ask people about the moat around IBM or some of the other companies.
AOL, Yahoo, you say the same thing.
Showing 401–420 of 548 · page 21 of 28
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