TechAll-In Podcast

All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

With Chamath Palihapitiya, Jason Calacanis, David Sacks, David Friedberg, Aaron Cowen, Daniel Dreyfus, Oleg Nulman, Kyle Samani, Audience Member · Sunday, June 14, 2026

This episode features the 'Best Ideas Pitch Competition,' where four guest investors present their top investment ideas. Aaron Cowen pitches MGM Resorts, Daniel Dreyfus pitches Talon Energy, Oleg Nulman pitches Actis Oncology, and Kyle Samani pitches Geonet, a crypto token. The hosts and audience engage in extensive Q&A before voting on their favorite pitches, providing feedback on the risk/reward profile and liquidity of each. Daniel Dreyfus won the audience vote, while Aaron Cowen secured the 'Bestie' award from the hosts.

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Key takeaways

Aaron Cowen, a seasoned hedge fund manager, argues MGM Resorts stock holds unpriced value in two “hidden assets”: a license for a major casino in Osaka, Japan, and a strategically located property in Dubai. Read more →
AI demand isn't just a trend; it's a "turbocharge" on an already tightening power market, creating a structural shortage that will last decades, according to Daniel Dreyfus. He states, "We do not need AI demand to keep the power markets incredibly tight for the next 20 years. AI demand just turbocharges." Read more →

2 articles from this episode

Aaron Cowen: MGM Stock Can Triple on Japan, Dubai Bets

Hedge fund manager Aaron Cowen reveals how MGM Resorts' hidden assets in Osaka, Japan, and Dubai could lead to a triple. Founders: find your own 'free options.'

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AI's Hidden Cost: Invest in Power Assets with Sam Zell's Playbook

Daniel Dreyfus reveals how AI will trigger a power shortage. Learn Sam Zell's hard asset investment playbook to buy deeply discounted energy companies like Talon Energy.