Dan Loeb: Human Trust, Not AI, Still Owns Capital Allocation
Activist investor Dan Loeb argues that even with AI, human networks, character assessment, and trust remain irreplaceable in capital allocation.
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
With Chamath Palihapitiya, Jason Calacanis, David Sacks, David Friedberg, Dan Loeb · Sunday, June 7, 2026
This episode features activist investor Dan Loeb discussing his career evolution from early internet 'troll' to managing Third Point, his investment philosophy emphasizing business quality and adaptability in a tech-driven world, and the enduring role of humans in investing. He also shares insights into the challenges of public market exits and his deep involvement in criminal justice reform, notably the pardon of Ross Ulbricht.
Dan Loeb's 3 Categories to Fix Criminal Justice
Activist investor Dan Loeb reveals his three-part framework for criminal justice reform, arguing beyond 'bad people in jail' and highlighting the Ross Ulbricht pardon.
Dan Loeb's Philanthropy: Why Unions Fail Kids & Pardons Matter
Activist investor Dan Loeb shares his sharp philanthropy framework for income inequality. It targets education reform via charter schools and justice via pardons like Ross Ulbricht's.
Dan Loeb: Short Sellers Win By Spotting 'Structurally Impaired' Industries
Forget valuation. Third Point's Dan Loeb explains why short selling thrives when you find industries pretending to be asset-light but stuck with massive commitments.
Sacks: Selling Palantir Early Cost Millions & Trillion-Dollar Ceilings are Dead
David Sacks reveals his costly mistakes selling Palantir and Upstart. Learn why old market cap ceilings are obsolete and how to spot undervalued giants.
Dan Loeb: Why Third Point Ditched Event Arbitrage for AI Literacy
Third Point founder Dan Loeb reveals his firm's strategic pivot from complex event arbitrage to deep business quality and AI. The old ways of 'illiterate' investing are dead.
Sacks Lost Billions Selling Early: The Real Cost of Not Riding Winners
David Sacks shares how selling Palantir and Enphase too soon cost billions. Learn why past market ceilings no longer apply, and how board seats restrict liquidity.