Latest Interviews
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Clear all filters- All-In Podcast30 min
Bill Ackman: Here's What the Market is MISSING
Bill Ackman, Chamath, Jason, David
Howard Ackman outlines a strategic evolution at Pershing Square toward concentrated long-term holdings in high-quality businesses, leveraging deep board involvement to counteract market short-termism and capitalize on undervalued legacy tech giants amidst AI-driven disruption. His approach extends to late-stage founder-led ventures like SpaceX and XAI, which he values through a venture capital lens of people and opportunity, while simultaneously repurposing the Howard Hughes Corporation into a "Berkshire 2.0" model that utilizes real estate cash flows to fund an insurance float for tax-efficient capital compounding. Ackman further explains how social media dynamics now enable persistent narratives to influence valuations, supporting a three-vehicle investment structure that includes a royalty-based management company, a public discount vehicle, and a transformed real estate holding to deliver sustained growth over decades.
- The Economist26 min
Phase transition? Gaza’s shaky peace
Greg Carlstrom, Jason, Rachel Dobbs, Ana Lankes
Negotiations for a second phase of the Gaza ceasefire are stalled as the initial truce approaches expiration, with a short-term extension considered the most likely scenario while future reconstruction plans clash between Arab proposals and Israeli suggestions. Simultaneously, the US faces significant disruption in its federal science sector due to proposed budget cuts of up to 50% and the removal of indirect costs, prompting fears of a mass exodus of scientific talent and a decline in global research output. Meanwhile, Brazil is undergoing a national reckoning with its military dictatorship legacy, driven by the Oscar-nominated film *I'm Still Here*, which has intensified judicial scrutiny over past disappearances like that of Rubens Paiva and underscored political tensions surrounding former President Jair Bolsonaro's pending trial.