(0:00) Dan Loeb joins the Besties!
(0:34) Investor journey: From message boards to a multibillion dollar hedge fund
(3:15) Third Point's early days: mentors and market turmoil
(8:47) Strategy shift: Event-driven to quality and AI
(16:01) The art of short selling and a homebuilder trade
(22:15) Criminal justice reform and the Ross Ulbricht pardon
Thanks to our partners for making this possible!
EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.
https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship
NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
https://www.nyse.com
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
https://www.plaud.ai
Follow Dan Loeb:
https://x.com/DanielSLoeb1
Apply for Summit 2026:
⁠https://allin.com/events⁠
Follow the besties:
⁠https://x.com/chamath⁠
⁠https://x.com/Jason⁠
⁠https://x.com/DavidSacks⁠
⁠https://x.com/friedberg⁠
Follow on X:
⁠https://x.com/theallinpod⁠
Follow on Instagram:
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Follow on TikTok:
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Follow on LinkedIn:
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Intro Music Credit:
⁠https://rb.gy/tppkzl⁠
⁠https://x.com/yung_spielburg

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AI_SUMMARIZE

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

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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

5e91543a418a84a04666d32f/londQ4zGUEC5dss58mYhirYNQVUZ.mp3