Bill Ackman

16 statements across 8 episodes · 11 bullish · 3 bearish · 6 people on the record · first statement Dec 18, 2020 by David Friedberg · said 98 times in 35 episodes since 2020 · across every show →

On the record as a speaker too: Bill Ackman's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by David Sacks (33), David Friedberg (27), Chamath Palihapitiya (19), Jason Calacanis (18), Brad Gerstner (1)

tap a year for its mentions
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05102020202120222023202420252026episodes it came up in
002.555102020202120222023202420252026episodesmentions per episode
2026 4 mentions in 4 episodes 1 per episode
2025 6 mentions in 4 episodes 2 per episode
2024 23 mentions in 5 episodes 5 per episode
2023 39 mentions in 10 episodes 4 per episode
2022 14 mentions in 7 episodes 2 per episode
2021 3 mentions in 2 episodes 2 per episode
2020 9 mentions in 3 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Bill Ackman, oldest first

Dec 18, 2020 positive
Assertion Supported
Friedberg: Bill Ackman turned $27M hedge into $2.6B return
“He turned a twenty seven million dollar insurance instrument into 2.6 billion of returns for his fund, and he still didn't sell his portfolio.”
David Friedberg Dec 18, 2020 ▶ 48:15 E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020
May 27, 2022 negative
Opinion
Gerstner: Bill Ackman's call for 6-8% Fed rate hikes is misdirected
“However, the hyperventilation this week by Bill Ackman on Twitter, that the Fed needs to be doing radically more, that somehow we need to be raising rates to six, seven, eight percent in order to squash inflation, to me seems highly misdirected and totally out…”
Brad Gerstner May 27, 2022 ▶ 29:18 E83: Market slide continues, and how to address Uvalde
Oct 13, 2023 positive
Opinion
Calacanis defends Bill Ackman boycotting Harvard students who signed anti-Israel letter
“So, no, I don't think he's out of line. I think it's an important lesson for people. This is not freedom of speech. This is owning your words. You must own your words and position, and it's important that young people learn this now.”
Jason Calacanis Oct 13, 2023 ▶ 42:41 E149: Hamas terror attacks in Israel: fallout, reaction, next steps
Dec 16, 2023 positive
Assertion Supported
Chamath: Bill Ackman's bond call was right with 10-year yield below 4%
“That bond call was totally right. You know, the 10 years now sub four percent.”
Chamath Palihapitiya Dec 16, 2023 ▶ 1:34:34 E157: Epic legal win, OpenAI's news deal, FCC targets Elon, the limits of free speech & more
Dec 29, 2023 positive
Assertion Supported
Sacks: Bill Ackman covered bond short at peak 10-year yield
“He shorted bonds for most of the year, making hundreds of millions of dollars, and then on October 23rd, he announced that he was covering his positions, and that it was too risky to stay short in bonds, and he was going long. And that very day was the high po…”
David Sacks Dec 29, 2023 ▶ 45:48 E159: The Bestie Awards! Recapping the best and worst of 2023
Aug 2, 2024 positive
Opinion
Sacks: Bill Ackman's presence on X is a huge positive asset
“And I actually think that Ackman's presence on Twitter X is a huge positive for him. It's an asset because he has a gigantic followership and he's able to speak directly to his audience in the way that we do.”
David Sacks Aug 2, 2024 ▶ 1:16:17 Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO
Apr 26, 2025 negative
Assertion Supported
Chamath: Bill Ackman and Ken Griffin recently turned negative on markets
“Ackman's been negative. Ken Griffin recently turned negative.”
Chamath Palihapitiya Apr 26, 2025 ▶ 4:00 Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
Jun 3, 2026 bullish
Opinion
Ackman: Amazon, Meta, and Microsoft are undervalued amid AI hype
“I think a similar thing is happening today, in a sense, to Amazon and Meta, Microsoft.”
Bill Ackman Jun 3, 2026 ▶ 6:40 Bill Ackman: Here's What the Market is MISSING
Jun 3, 2026
Assertion Not checkable as stated
Ackman: I know almost every S&P 500 CEO directly or once removed
“I know pretty much every CEO in the S&P, either directly or one person removed”
Bill Ackman Jun 3, 2026 ▶ 3:17 Bill Ackman: Here's What the Market is MISSING
Jun 3, 2026 positive
Insight
Ackman: A higher stock price increases a company's underlying value
“The fascinating thing about liquidity and valuation is The higher a stock price goes, and it's gonna sound sort of intuitive, but it's not, the more valuable the company becomes. You know, there's actually the increase in value of the company increases the val…”
Bill Ackman Jun 3, 2026 ▶ 25:38 Bill Ackman: Here's What the Market is MISSING
Jun 3, 2026 bullish
Disclosure
Bill Ackman discloses investments in X, xAI, and SpaceX
“I actually invested in X. I invested in XAI. I'm in an SPV. Ron Barron said, Bill, you gotta invest in SpaceX. So I, so I'm in”
Bill Ackman Jun 3, 2026 ▶ 12:44 Bill Ackman: Here's What the Market is MISSING
Jun 3, 2026 bullish
Disclosure
Ackman: Howard Hughes will reinvest all cash flow into insurance
“What we're doing is instead of reinvesting all the cash the business generates into real estate, we're going to reinvest all the cash into insurance.”
Bill Ackman Jun 3, 2026 ▶ 21:43 Bill Ackman: Here's What the Market is MISSING
Jun 3, 2026 positive
Insight
Ackman: The best investments require no board seat or intervention
“The best investments are one where you don't need to join the board and do anything.”
Bill Ackman Jun 3, 2026 ▶ 3:54 Bill Ackman: Here's What the Market is MISSING
Jun 3, 2026 bearish
Prediction Not checkable as stated
Ackman: High-priced niche software companies face severe AI disruption risk
“I think there have been sort of monopolistic type profit taking off of customers. When someone had a kind of a niche software product, they're charging, you know, 30,000 a year or something like this. I think those companies are really at risk.”
Bill Ackman Jun 3, 2026 ▶ 7:14 Bill Ackman: Here's What the Market is MISSING
Jun 3, 2026 bullish
Prediction Open · timeframe Jun 2029
Ackman aims to build Howard Hughes from $4B to $1T market cap
“The company's got like a four billion dollar market cap, and the goal is to build it into a trillion dollar thing over time.”
Bill Ackman Jun 3, 2026 ▶ 22:28 Bill Ackman: Here's What the Market is MISSING
Jun 3, 2026 neutral
Disclosure
Ackman: Viral March 2020 CNBC interview was intended to reach Trump
“I was concerned about the country because I felt we needed to have a, basically a two-week pause. You know, this is March of or February. I guess it was March. And I assumed we were going to just do a short-term shutdown, let the virus cool down, as hospitals …”
Bill Ackman Jun 3, 2026 ▶ 9:10 Bill Ackman: Here's What the Market is MISSING
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