Michael Steinhardt
3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Nov 27, 2017 by Paul Johnson · said 7 times in 5 episodes since 2017 · across every show →
Mentions by year
brought up most by Paul Johnson (3), Reade Griffith (1), Mike Kelly (1), Gavin Baker (1), Adam Rodman (1)
tap a year for its mentions
2026 1 mention in 1 episode
2025 1 mention in 1 episode
2023 1 mention in 1 episode
2022 1 mention in 1 episode
2017 3 mentions in 1 episode
Everything said about Michael Steinhardt, oldest first
Nov 27, 2017 neutral
Johnson: Michael Steinhardt's language on variant perception is convoluted
“We used Michael Steinhardt's variant perception as a very important cornerstone of thinking about how you get an edge in the market. And it was clear that his language is somewhat convoluted. The guy's brilliant, but his language is a little convoluted.”
Mar 27, 2023 negative
Rodman: Institutionalization shifted hedge funds away from concentrated swings
“Volatile, taking big swings, conviction, and it felt to me, hedge fund industry truly was becoming too institutionalized. Which works. Obviously it's great for asset aggregation. So it's not to take anything away from the incredible businesses. I think that's …”
Nov 24, 2025 neutral
Kelly: Buying Poor-Quality Companies Works if Improvement is Mispriced
“Somebody who says, well, I like to be long, high quality companies and short, poor quality companies. Well, I wouldn't mind being long a poor quality company if it's going to get better, if I have a variant view on that and vice versa.”