Dan Loeb
Founder, CEO & CIO, Third Point LLC. On 2 shows, 2 appearances. The Shows tab opens the full record on each.
investorfounderexecutive@DanielSLoeb1 ↗thirdpoint.com ↗Wikipedia ↗
Daniel Loeb founded New York-based hedge fund Third Point LLC in 1995, building it into a multi-asset firm managing billions across equities, private credit, and venture capital. He is best known on Wall Street for his aggressive shareholder activism and letters targeting corporate governance at major public companies.
Everything Dan Loeb said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Loeb: DOJ threatened to investigate Trump if he commuted Ross Ulbricht
“On the last day of Trump's 45th term, We were certain that he was going to get out, and the Justice Department, for whatever reason, said, if you commute his sentence, we're going to go after you, to the President. So he, as I understand he withdrew the commut…”
Loeb: Abandoning shareholder primacy is a distraction from board duties
“Not to say that the board doesn't have other responsibilities, but I think ultimately they should feed into creating shareholder value. If you go back to both Milton Friedman and things that Warren Buffett have said, of course, boards care about the communitie…”
Loeb: Middle Eastern nations and Azerbaijan are better US allies than NATO
“I mean, who would have thought 20 years ago, or even three years ago, Bahrain, the Emirates, Saudi, Morocco, Azerbaijan would be better allies to the U.S. Than NATO.”
Loeb: Humans will always be needed in capital allocation despite AI
“Maybe, maybe you can theorize that there will be agents that will sit at Andreessen Horowitz and whoever else, your funds, but I think the human will always have to be there”
Loeb: Solely valuation-based shorting is risky due to retail squeezes
“I think one thing that we've avoided is kind of evaluation, a solely valuation based approach. There's a, I've just seen I've seen too many people get run over by shorts that have dumb valuations, but they get captured on, you know, Reddit or one of these othe…”
Loeb: Third Point has been shorting homebuilder-related equities
“We had, ah, a really strong view on home builders from last year that, ah, there were two things going on. It wasn't just It wasn't just rates, mortgage spreads that were depressing housing prices, that home prices, that the home building industry was first st…”
Dan Loeb: NVIDIA is absolutely undervalued based on multi-year earnings
“Yeah, absolutely. On earnings over the next two or three years.”
Loeb: Nvidia, Anthropic, and Elon's companies are the three most consequential
“I try to think in terms of that stack, but I also think about what's going on in the, probably the three most consequential companies today. NVIDIA, Anthropic, and Elon World, you know, all of his companies collectively.”
Loeb: AI Disruption Rapidly Degraded Supposedly High-Quality Businesses
“Now what happened last year was really interesting because a lot of these companies that appeared to be super high quality, probably the worst year and going into the beginning of this year because the disruption of AI, a lot of these apparently high quality c…”
Loeb: AI Will Not Replace Humans in Private Equity and Restructurings
“If you think about a continuum of public securities and private equity, the AI will not do Private equity. Always need people to do deals. I think you will. And then you have the kind of the stuff in between that requires a lot of negotiation and human interac…”
Loeb: Nvidia represents a catch-up trade at 15x 2027 earnings
“I mean, there's such a catch-up trade in NVIDIA at 15 times 27, 12 times 28 for the most dominant, fastest, I don't know if it's the fastest growing, but very fast growing company at its size.”
Loeb: AI and hyperscalers are the most attractive market sector
“Unless you are really draconian or negative, and you think that somehow the AI world is going to roll over in 31 or 32, I think it's some of the most attractive, you know, I think it's the most attractive sector right now. It's where the bulk of our capital is…”
Loeb: Current AI Tech Does Not Have a Dot-Com Valuation Bubble
“So, I, it's very different from the dot-com bubble, which we were short, you know, going into and had good numbers in those years. I just don't see, you don't have the valuation bubble now on those companies that you had on, on, on those companies back in thos…”
Loeb: Third Point Now Checks Bank Balances After the FTX Fraud
“I will say that now our due diligence process, we definitely, like, check bank balances and do, like, the most basic due diligence that probably would have, you know, turned stuff up on, on this.”
Loeb: Investors could be economically or technologically illiterate before the GFC
“You could be technologically illiterate or just say, I don't do it. And you could also be even more or less, you know, up until the GFC, I think you could be more or less economically illiterate and make a lot of money.”
Loeb: Third Point is investing outside tech in adaptable management teams
“We're investing Outside of tech into companies that have you know, some great, well, first of all, it also comes back to the management because we can't really just look at a product or a technology and say, oh, this is going to be it forever. So we really loo…”
Loeb: Oil and AI Trump Traditional Macro Indicators Right Now
“People will ask me about, like, macro, what's important, and I think when people think about macro, they think about all the typical stuff that the government reports, growth, unemployment, inflation, rates, currencies, where's gold, where's crypto, and I thin…”
Loeb: Spinoff management teams sandbag forecasts to optimize incentive packages
“Management teams would go out in the case of a spinoff. And do a road show that would present a very conservative view. Some might even say sandbag the numbers. Why? Because people are always creatures of incentives. Their incentive package would be set at the…”
Loeb: Dogmatic Deep-Value Focus Caused Widespread Investor Underperformance
“I think if you look at a lot of the people who have underperformed or haven't survived the last decade or so, when people are really stuck on the idea of deep value, low multiples, and being really stubborn about How they viewed businesses and less flexible ab…”
Loeb: A Completely AI-Managed Capital System Is Highly Unlikely
“I think you always need some human interface in the middle of that, but how that's going to, I think it's highly unlikely that there will be a completely, you know, AI managed capital system.”
Loeb: Third Point targets boards driven by status and income
“I think if you're on a board because you are either getting status or you're getting income and that's your primary reason for doing it, not for representing shareholders, then that's where we come in to try to disintermediate that and take away some of the st…”
Loeb: Third Point made discounted Twitter debt its largest credit position
“The Twitter debt was a resale of the financing debt that was offered when Elon bought the company. Morgan Stanley sat on it for a while. It was deep underwater. When it got close to par, they decided to sell it. Most credit investors were really scared and ner…”
Loeb: Third Point participated in xAI debt financing despite no cash flow
“And then when, ah, XAI did a debt financing, ah, very few credit people wanted to play in that one because there was no cash flow. Two million dollars, two billion dollars in revenues and a twenty billion dollar, ah, enterprise value, but we were very comforta…”
Loeb: Bullish on Korea, Taiwan, and Japan; Europe Tough Due to Regulation
“In terms of the big markets, yeah, there's a lot going on in Korea, Taiwan, Japan. I'm Probably more bullish on just in terms of a hunting ground to find great companies. The European markets are just tough right now, given the regulatory environment. They jus…”
The other half of the tape: Dan Loeb's own voice is left out of every number here. Other people bring the name up 9 times in 5 episodes across the shows. every mention, with the transcript →
Who brings them up most Chamath Palihapitiya 7Jason Calacanis 2
Every mention by year
tap a year for its mentions
All-In 9
2026 3 mentions in 1 episode
2025 1 mention in 1 episode
2024 1 mention in 1 episode
2023 1 mention in 1 episode
2021 3 mentions in 1 episode
One line per show, most statements first. The link opens Dan's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 INVEST LIKE THE BESTLEDGER | Founder, CEO & CIO, Third Point LLC | 1 | 36 | — | full record on Invest Like the Best → |
| ALL-INLEDGER | Founder, CEO & CIO, Third Point LLC | 1 | 13 | — | full record on All-In → |