What podcasts say about Daniel S. Loeb
Every statement, with the speaker, the exact quote and the moment it was said.
What Daniel S. Loeb has said on podcasts
21 statements · 11 positive · 9 negative · 1 neutral
Short selling has returned as an important investment tool
“The lost art of short selling has come back”
Open the episode · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackListen at 0:06
Investors must be highly selective in current markets
“you have to be really selective”
Open the episode · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackListen at 0:12
Current markets favor bond and credit selection over broad stock picking
“This is a bond and credit pickers market.”
Open the episode · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackListen at 0:15
- on Event-driven corporate transactionsPositiveJun 5, 2026· All-In with Chamath, Jason, Sacks & Friedberg
Complex corporate transactions create significant opportunities for investment alpha
“These transactions created unbelievable opportunities for alpha”
Open the episode · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackListen at 7:06
- on Investor technological and economic literacyNegativeJun 5, 2026· All-In with Chamath, Jason, Sacks & Friedberg
Investors can no longer afford technological or economic illiteracy
“you wouldn't want to be either one of those things”
Open the episode · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackListen at 9:24
- on Human participation in investingPositiveJun 5, 2026· All-In with Chamath, Jason, Sacks & Friedberg
Human participation will remain necessary in investing despite AI agents
“the human will always have to be there”
Open the episode · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackListen at 13:31
AI agents will not fully assess human qualities through personal interaction
“the agents with AI will never really be able to look in your eye and assess all the things that you've expanded.”
Open the episode · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackListen at 13:40
Investors should favor management teams capable of adapting to change
“we really look for a management team that we think will be adaptable”
Open the episode · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackListen at 15:28
- on Valuation-based short positionsNegativeJun 5, 2026· All-In with Chamath, Jason, Sacks & Friedberg
Valuation-only short positions can suffer severe losses
“I've seen too many people get run over by shorts that have dumb valuations”
Open the episode · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackListen at 16:44
The homebuilding industry is structurally impaired
“the home building industry was first structurally impaired”
Open the episode · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackListen at 17:22
- on Current housing financing conditionsNegativeJun 5, 2026· All-In with Chamath, Jason, Sacks & Friedberg
Current financing conditions prevent buyers from paying prevailing home prices
“buyers are no longer able to pay those prices at. The current financing environment.”
Open the episode · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackListen at 18:07
Selling Palantir stock in the twenties was a major investment mistake
“Huge mistake.”
Open the episode · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackListen at 19:07
Holding Enphase longer could have generated approximately four billion dollars
“I think had we stayed on would have made $4 billion.”
Open the episode · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackListen at 19:37
Treating Nvidia's current scale as a valuation ceiling will later look foolish
“we'll look back at some point in time and say that was a foolish way to think about Nvidia given its dominant position and its valuation relative.”
Open the episode · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackListen at 21:24
Nvidia is undervalued relative to earnings expected over two or three years
“Yeah, absolutely. On earnings over the next two or three years.”
Open the episode · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackListen at 21:35
Nvidia will eventually break out after potentially languishing at its valuation
“I think that'll eventually happen with Nvidia,”
Open the episode · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackListen at 22:12
Insufficient education, rather than wealthy individuals' gains, is the core income-inequality problem
“the problems with income inequality isn't that Jeff Bezos is going to be a trillionaire or all these other people are gaining wealth, is that we're not equipping children, and particularly the most vulnerable children, with the intellectual tools that they need to succeed and compete.”
Open the episode · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackListen at 23:42
Poverty can be overcome rather than being inherently intractable
“It's not because poverty is this intractable thing that can't be overcome. We've proven that it can be.”
Open the episode · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackListen at 24:03
Education unions undermine accountability, merit, and talent cultivation for members' benefit
“The problem is that the unions and the basic principles that we all use in business, which is accountability and merit and cultivating talent, is set aside for the benefit of adults who are part of these unions.”
Open the episode · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackListen at 24:09
Government investment in Atom Computing will generate substantial taxpayer profits
“The government, the taxpayers are going to make a ton of money on this.”
Open the episode · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackListen at 25:47
Government involvement will materially increase Atom Computing's business value
“Their involvement also will contribute meaningfully to the value of this business.”
Open the episode · Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackListen at 25:52
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.