Buffett

2 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 13, 2021 by Chamath Palihapitiya · across every show →

Everything said about Buffett, oldest first

Jun 13, 2021
Assertion Partly supported
Palihapitiya: AQR study found Warren Buffett ran 20-30% leverage via Geico float
“There's a really great study by AQR, I think is the name of the hedge fund, and they reverse engineered Buffett's returns. And what they saw was that Buffett ran about 20 to 30% levered his entire career. And the way he did that was synthetically by the float …”
Chamath Palihapitiya Jun 13, 2021 ▶ 1:13:50 E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, Bitcoin & 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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