2026-06-06
31 分钟Legendary activist investor Dan Loeb.
He, of course, is the CEO and CIO of Third Point.
The lost art of short selling has come back, and it's absolutely critical.
It doesn't matter what you do.
You have to be really selective.
People talk about stock pickers' market.
This is a bond and credit pickers' market.
When we were small, our main tool was shame and humor.
Dan Loeb turning up the heat on Nestle over the weekend.
The shift has really been more towards...
A dare-to-be-great message.
Activism without proxy contests is like Catholicism without hell.
You're very active on Twitter as well.
You found your voice.
A lot of emotion brewing there.
Can we actually start with that?
Before Twitter, you were actually quite active, but they were in very different places.
I mean, you were in Wall Street Bets before Wall Street Bets existed.
Can you just walk us through your evolution as a public persona?
Sure.