Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back

(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

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Intro Music Credit:

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