mutual funds

3 statements across 3 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jan 22, 2022 by Chamath Palihapitiya · across every show →

Everything said about mutual funds, oldest first

Jan 22, 2022 bearish
Assertion Supported
Chamath Palihapitiya: Long-only mutual funds have become net sellers
“Mutual funds who don't short stocks, right? The multi-trillion dollar mutual fund complex whose only job is to buy has been a net seller. Hasn't even started buying a single thing yet.”
Chamath Palihapitiya Jan 22, 2022 ▶ 53:09 E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
Nov 3, 2023 bullish
Insight
Chamath: Mutual fund fiscal year-end tax-loss harvesting drives November market rallies
“The end of the fiscal year for mutual funds was October 31st, and so there was a lot of selling going into October 31 just to capitalize tax losses and Tax lost harvest, but that leaves them with a lot of cash. And so starting November first, which is day one …”
Chamath Palihapitiya Nov 3, 2023 ▶ 17:23 E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
Jun 7, 2026
Assertion Supported
Gavin Baker notes SEC rules allow mutual funds up to 15% private allocations
“T. Rowe, they all can, per SEC rules, allocate up to 15% of their funds into privates.”
Gavin Baker Jun 7, 2026 ▶ 23:47 Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
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