David Friedberg

speaker
8,052 appearances 60 recordings 4 series first heard Apr 2024 last heard 21 Aug

David Friedberg’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
6 · Jan OctJan 26AprJulnow

Recordings per month over the last 12 months — 32 in all, peaking in Jan 2026 with 6.

Appearances

newest first · ▶ plays the moment
Speaking of Buffett, they have, what, $300 billion sitting there?
But I mean, the fact that they're sitting on that massive polycash says something, that they're not putting it to work in the market says they don't see an opportunity yet.
Sacks, Travis, I'm curious your takes.
Either one of you can go in whichever order you want.
on how is the market crushing it while we're in week seven of a war and we put $100 billion or something into this
military activity in Iran, and the market is pricing it in, shrugging it off, and we're hitting all-time high sacks.
I don't know if you feel comfortable.
No clipping.
And this, Travis, you and I were talking the other day while you were slaughtering me in backgammon when we won our eight-point match.
You're almost caught up.
about the taco trade, not Trump always chickens out.
You have a theory about Trump always cares about optics.
Unpack it for us, Travis.
Yeah, it's like playing poker with Alan Keating.
It's just like, how is this guy solvent?
He's literally playing every hand of poker.
He's losing tons of money.
And then all of a sudden, by the end of the night, he gets two big pots and he's got the nuts both times and he pulls out of the stall.
What's your take on the market today, Chamath?
And the first two charts are the reasons why it's fairly obvious to me what's going on here.
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