John Arnold
Co-Founder and Co-Chair, Arnold Ventures. On 1 show, 1 appearance. The Shows tab opens the full record on each.
investorfounderexecutive@johnarnold ↗arnoldventures.com ↗Wikipedia ↗
John Arnold rose to prominence as Enron's head of natural gas derivatives trading before launching the energy hedge fund Centaurus Advisors. Alongside his wife Laura, he directs Arnold Ventures, a philanthropic LLC deploying funds toward evidence-based public policy reforms in healthcare, education, criminal justice, and infrastructure.
1shows
1appearances
44statements
10resolved
10supported
0contradicted
100%fully supported
Everything John Arnold said on any show that made the record, most notable first. Each card names its show and opens the statement there.
NIO built an EV factory and produced a car in 17 months
“So they went from, you know, first shovel in the ground to the first car coming off the line in 17 months, which was just phenomenal.”
Most subsidized Chinese robotics companies are currently unprofitable due to intense competition
“One of the end results is that most of these companies aren't very profitable today because it's just intense competition and a lot of times over capacity because of the province level subsidies and supports.”
Total life dedication to the craft separated John Arnold in trading
“Dedicating your life to this craft for a time period was one of the things that I think separated me.”
Four-year political cycles destabilize long-term energy infrastructure planning
“And it gets tricky because those, the priority or the ranking of those goals changes from administration to administration. And it's an industry that is slow. It takes a long time to build the infrastructure. And you need these stable supply chains. In order t…”
Most 2000s transmission developers abandoned stalled decade-long projects
“Most of the developers who had gotten started with projects in the 2000 Kind of gave up. They started things thinking these were going to be five-year projects, and they were 10 plus years in, and many of them hadn't broken ground yet.”
Each additional megawatt of solar yields diminishing economic value
“I think it's also true that in a, you know, generally in a stable demand environment, each megawatt of solar that comes on is worth a little bit less. The most valuable solar that came on was the first megawatt, and then you get to a point where the supply of …”
Rising lithium prices will translate into higher battery costs
“And so we've seen lithium prices, for instance, just in the past few months, be up more than 50%. And that's going to translate into higher battery costs, all things being equal.”
Advanced geothermal tech is proven and leverages existing oil and gas labor
“There is, you know, the skilled labor force that exists in this country already. It comes largely from the oil and gas sector, and you know, it, the technology has now been proven out.”
Geothermal energy could be the most exciting US industry in five years
“But I can see kind of in five years that the geothermal industry could be the most exciting in the United States.”
Foundations must take risks that governments and private markets avoid
“One of the roles of A foundation is to take risks that the private sector and governments aren't incentivized to take. There might be political risks, there might be economic risks, and the foundations can provide, because there's less accountability on founda…”
Healthcare violates every competitive market principle
“Healthcare
you know, violates kind of every principle of a competitive market from econ textbooks.
You know, thinking about, you know, even what information does the patient have?
What information does the payer have versus what are the incentives of the p…”
Philanthropy must fund journalism like museums and parks
“Our view is that there is a need for philanthropy to fund some of this the same way that philanthropy funds the opera house and museums and parks that having a vibrant journalistic outlet to oversee a lot of these things Is that necessary for a vibrant communi…”
China currently has over 100 different electric vehicle manufacturers
“And so right now there's apparently over a hundred different manufacturers of EVs in China.”
There are currently over 100 robotics companies in China
“The number of robotics companies? There's over a hundred now.”
Commercial flights between the US and China are down 70% since 2019
“The number of flights between the two countries is down 70%.”
The number of American students studying in China is down 90%
“The number of American students studying there was down 90%.”
Centaurus investors offered more capital during drawdowns due to built trust
“Whenever we had a down month or a down time period, which we had, they weren't calling to redeem, but they would call up and say, do you need more capital? Because we had earned their trust, and we had done, you know, forced distributions along the way”
John Arnold's edge came from knowing natural gas contract values every moment
“And that was my mantra when I was trading gas is that, you know, I knew what every month was worth. Better than I think anybody else did, and I would do that, you know, and I knew that every moment of the day. And to do that, it kind of took an intense focus a…”
A small edge in energy creates tremendous gains due to industry scale
“One of the kind of characteristics of the energy industry broadly is that it is enormous. So if you can have a little edge in a niche of the energy industry, there can be tremendous gains to be had.”
One line per show, most statements first. The link opens John'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 | Co-Founder and Co-Chair, Arnold Ventures | 1 | 44 | 100% 10/10 | full record on Invest Like the Best → |