Episode
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
- Published
- Jun 5, 2026
- Duration seconds
- 1876
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/all-in-with-chamath-jason-sacks-friedberg-1015378/episodes/dan-loeb-the-lost-art-of-short-selling-and-why-stock-picking-is-back/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/all-in-with-chamath-jason-sacks-friedberg-1015378/dan-loeb-the-lost-art-of-short-selling-and-why-stock-picking-is-back.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
(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: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg