ChatGPT
5 statements across 4 episodes · 2 bullish · 2 bearish · 4 people on the record · first statement Nov 20, 2025 by Daniel Mahr · said 46 times in 26 episodes since 2023 · across every show →
Mentions by year
brought up most by Ted Seides (13), Ashby Monk (6), Alex Sacerdote (3), Rajiv Jain (2), Michael Carmen (2), Jon Harris (2), Cliff Asness (2), Adrian Meli (2)
tap a year for its mentions
2026 6 mentions in 5 episodes 1 per episode
- Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- Kieran Goodwin – Private Credit Concerns (EP.494)
- Katelin Holloway – Human Side of Venture Investing at 776 (EP.490)
- Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
- every mention in 2026, scene by scene →
2025 19 mentions in 9 episodes 2 per episode
- Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472)
- Top 5 of 2025: #4: Alex Sacerdote
- Jack Kokko – Building the Google of Finance at AlphaSense (EP.461)
- Adrian Meli – Active Equity Excellence at Eagle (EP.459)
- Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
- Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- Matt Spielman – Igniting Careers and Energizing Lives (EP.463)
- John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
- 1 more episode that year, every mention in 2025 →
2024 6 mentions in 2 episodes 3 per episode
2023 15 mentions in 10 episodes 2 per episode
- Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
- Gary Sernovitz - Inside the CIO Seat (EP.357)
- Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)
- Ted Martell – Empty Rooms: Commercial Real Estate Non-Performing Loans in NYC at Maverick Real Estate (EP.349)
- Adam Karr – Extreme Alignment at Orbis (EP.338)
- Marlene Puffer – Canadian Pension Model at AIMCo (EP.337)
- WTT: The Real Yale Model
- 2 more episodes that year, every mention in 2023 →
Everything said about ChatGPT, oldest first
Nov 20, 2025 neutral
Nov 20, 2025 negative
Mahr: ChatGPT stock backtests are untrustworthy due to look-ahead bias
“When you're running a back test through the better part of the last decade, ChatGPT knows that Nvidia became a multi-trillion dollar company. ChatGPT knows what the mega trends were in the economy and the market over those timeframes. It's not realistic to tru…”
Dec 22, 2025 bullish
Mar 2, 2026 bullish