B of A

2 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Mar 24, 2023 by Chamath Palihapitiya · across every show →

Everything said about B of A, oldest first

Mar 24, 2023 positive
Opinion
Palihapitiya: Mega-banks like JPMorgan are far better run than regional banks
“If you look at how well run Citi, B of A, Wells and JPM are relative and contrast them to the sub GSIBs, it's like night and day.”
Chamath Palihapitiya Mar 24, 2023 ▶ 1:15:19 E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
Nov 1, 2024 bearish
Assertion Contradicted
Chamath: Warren Buffett has almost completely exited his Bank of America position
“I don't think B of A acted quickly enough, and so what did Buffett do? He just basically started dumping, and he's almost completely out of B of A if not completely out altogether.”
Chamath Palihapitiya Nov 1, 2024 ▶ 18:25 Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!
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