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John Harris

6 statements across 3 episodes · 2 bullish · 2 bearish · 1 people on the record · first statement Sep 27, 2021 by Jon Harris · said 35 times in 3 episodes since 2021 · across every show →

Mentions by year

brought up most by Ted Seides (22), Brett Barth (6), Jon Harris (4), Casey Whalen (2), Meredith Jenkins (1)

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00100.520120212022202320242025episodesmentions per episode
2025 11 mentions in 1 episode
2022 8 mentions in 1 episode
2021 16 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about John Harris, oldest first

Sep 27, 2021 bullish
Prediction Not checkable as stated
Harris: Extraordinary Capital Will Flow into Defense Tech and Cybersecurity
“And we're spending a lot of time on that from an investment standpoint, because the amount of money that's going to be going into this It's going to be extraordinary, and you've already started seeing it.”
Jon Harris Sep 27, 2021 ▶ 48:22 Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
Sep 19, 2022 bearish
Opinion
Harris: There are probably only 20 good long/short equity managers
“No, it's a very difficult model. There's probably only 20 good managers out there.”
Jon Harris Sep 19, 2022 ▶ 6:42 Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
Sep 19, 2022
Insight
Harris: Few hedge fund managers monitor short-side portfolio liquidity
“Very few managers answer it anywhere beyond I own X amount of stocks long and this size, and I used to run this amount. Very few will actually talk about the liquidity on the short side. And I think going to Casey's point, that's where the trouble shows up fir…”
Jon Harris Sep 19, 2022 ▶ 18:43 Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
Sep 19, 2022
Insight
Harris: The best time to add to managers is during drawdowns
“Some of the best time to add to a manager is when they're down, as long as they haven't gone dumb overnight.”
Jon Harris Sep 19, 2022 ▶ 7:19 Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
Sep 19, 2022 positive
Assertion Not checkable as stated
Harris: Rebalancing hedge fund managers added hundreds of basis points to IRR
“We spent a lot of time looking at our IRR with hedge fund managers. We've been able to add a couple hundred basis points by taking money away when they're up and adding when they're down.”
Jon Harris Sep 19, 2022 ▶ 53:28 Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
Jun 30, 2025 negative
Insight
Harris: Young job candidates should avoid emphasizing network building in interviews
“Talk to any twenty-two-year-old, and that's all they want to build. You hear this in interviews, and I'm thinking, don't mention network.”
Jon Harris Jun 30, 2025 ▶ 46:03 Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
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