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John Paulson

6 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Dec 18, 2017 by Ted Seides · said 37 times in 6 episodes since 2017 · across every show →

Mentions by year

brought up most by Ted Seides (24), Christopher Zook (6), Sulaiman Alderbas (2), Gregory Zuckerman (2), Scott Bessent (1), Patrick O'Shaughnessy (1), Adam Fisher (1)

tap a year for its mentions
0013125220172018201920202021202220232024episodesmentions
01220172018201920202021202220232024episodes it came up in
007.5115220172018201920202021202220232024episodesmentions per episode
2024 1 mention in 1 episode
2021 8 mentions in 2 episodes 4 per episode
2020 24 mentions in 2 episodes 12 per episode
2017 4 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about John Paulson, oldest first

Dec 18, 2017 positive
Assertion Supported
Protégé Partners was the largest day-one investor in John Paulson's subprime fund
“The most obvious one that sticks out was protege was the largest day one investor in John Paulson's subprime fund.”
Ted Seides Dec 18, 2017 ▶ 1:03:19 Deep Dive into Hedge Funds (Capital Allocators, EP.34)
Jan 6, 2020 neutral
Assertion Partly supported
John Paulson Made $20 Billion Across 2007 and 2008
“Yeah, he made twenty billion dollars over 2007 and 2008”
Gregory Zuckerman Jan 6, 2020 ▶ 11:18 Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
Jan 6, 2020 negative
Opinion
John Paulson Suffered From Post-Success Investor Overconfidence
“He made the classic mistake of the overconfident investor, too much AUM, and he started doing things like bank stocks and pharma stocks, gold stocks”
Gregory Zuckerman Jan 6, 2020 ▶ 12:20 Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
Jan 6, 2020 neutral
Assertion Supported
John Paulson Knew Nothing About Mortgages Before Profiting Off the Meltdown
“John Paulson was unlikely. He was a merger arb. He's the one that made the most money on the mortgage meltdown. The guy didn't know anything about mortgages. He owned a home or two over the years”
Gregory Zuckerman Jan 6, 2020 ▶ 28:25 Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
Dec 13, 2021 positive
Disclosure
Zook committed to John Paulson's subprime short within 45 minutes
“My literally very next trip was to New York, and I was with John and his team, and they were talking about what they were doing in housing, and it took me 45 minutes to say, I'm in, we definitely want to do this.”
Christopher Zook Dec 13, 2021 ▶ 12:48 Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)
Oct 2, 2023
Disclosure
BAM missed the 2008 subprime short despite Balyasny's personal stakes
“We wound up not putting it on, even though we personally had money in the Paulson Mortgage Short Fund. We made some money personally on that and with employees, but we never made a big dent in the fund, which was Huge miss.”
Dmitry Balyasny Oct 2, 2023 ▶ 1:24:04 Dmitry Balyasny – Multi-Strategy Platform at BAM (EP.341)
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