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.

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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 these transactions created unbelievable opportunities for Alpha because of the confluence of

dislocation, opacity, kind of time, but also, this goes, and nothing changes, and I always quote this Jesse Livermore line, there's nothing new under the sun, a real focus on management incentives.

So in all these different kinds of transactions,

management was incentivized to sandbag their numbers during a time when there was an excess supply of securities where their options were being set and we as co-investors got to come in with these depressed projections and ride along not just the, well we got to ride along a few different things that would happen.

Greater transparency and understanding of the business, coverage, companies that

that delivered a top line and margins and ROE and everything else better than expectations.

So it was really a golden era for that type of investing.

Yeah.

So stylistically, that event approach, it's still something we think about.

It's in our framework.

But

I think what happened really when technology became a bigger force, but really everything changed, is a greater focus on business quality and

innovation and disruption and more thematic on the one hand, understanding of consumer trends, what's going on in financial services, what's the economic macro backdrop that's supporting all this.

And of course, the big topic of this event, AI is sort of the culmination of that, but all of these major technological innovations that have really happened since

You could be technologically illiterate or just say, I don't do it.

And you could also be even more or less, you know, up until the GFC, I think you could be more or less economically illiterate and make a lot of money.

You wouldn't want to be either one of those things.

I mean, given how much more important.

Yeah.

I mean, yes.

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