Samir Kaji
speaker
769 appearances
5 recordings
1 series
first heard Sep 2025
last heard 28 Jul
Samir Kaji’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 — 4 in all, peaking in Jul 2026 with 1.
Appearances
That's pricing basically for a lot of things almost to go perfectly over a number of years, both in the macro and micro side.
My view is like gravity will come back into play.
It always does.
I don't know how long it's going to be.
I don't know if it's six months, two years, five years, three months, but it will come back and we will look back on this podcast and say, okay, the winners were fundamentally and exponentially bigger, probably bigger than you or I could imagine.
Totally.
There's so many expensive mistakes that were made, which in hindsight were like,
Why don't everyone play the game on the field?
It almost reminds me a little bit of 2021 where I kept hearing, got to play the game on the field.
You got to play on the field.
I want to go back to your point of that is like, what is the game on the field for you right now, though?
Because you kept it one size small.
What are you not participating in because you just don't believe in it?
You know, it's funny that they don't get punished for a long time, but when they get one fund that is a absolutely grand slam, it mints them for like three or four funds where the people are investing behind.
And we've seen that time and time again, it could be one company,
with one fund, but all of a sudden that manager has minted for several.
And that's why I think, again, the incentives line toward
hey, let's take these moonshots because if we get one, we're kind of made not only this fund, but maybe for the next couple of funds.
You guys have stayed incredibly disciplined.
You have a very clear thesis.
Showing 141–160 of 769 · page 8 of 39
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