Jonathan Tepper

Founder & CIO, Prevatt Capital · 2 appearances on the record.

computed by AI from the episodes · how this works → · full disclaimer →

investorfounderauthorexecutiveanalystjonathan-tepper.com ↗

He founded the macroeconomic research firm Variant Perception and co-founded Demotix before launching Prevatt Capital, a concentrated investment firm. He is also the author of The Myth of Capitalism and co-author of Endgame.

49statements → 19claims → 12claims resolved → 83%fully supported → 3.84/5average certainty → 2.71/5average debate potential → ≈4.5/5argument clarity, estimated → 3said about them ↓

10 supported 2 partly supported 0 contradicted 7 not checkable as stated how the 19 claims stand · each chip opens the sources

19 assertions · 8 opinions · 15 insights · 7 disclosures · every statement was checked. The predictions and assertions are the 19 claims: statements the public record can support or contradict. 12 are resolved, and 7 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Jonathan argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
U.S. Antitrust Chief Makan Delrahim Was Once Google's Lobbyist
“Macon Dalrahim, for example, is the attorney general for antitrust in the US. He was Google's lobbyist for the double click acquisition.”
Jonathan Tepper Oct 7, 2019 ▶ 30:46 Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Jonathan Tepper on measured tape to publish a rate. This says nothing about how they speak.

Everything Jonathan Tepper said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Disclosure
Tepper: Prevatt manages nearly $450M with five people and won't add staff
“We have four analysts plus myself. So five at the firm, arguably we might be overstaffed relative to our assets, which are approaching four hundred fifty million, but we don't have to hire more as we get bigger.”
Jonathan Tepper Mar 18, 2024 ▶ 28:13 Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)

The other half of the tape: Jonathan Tepper's own voice is left out of every number here. Other people bring the name up 3 times in 3 episodes on Capital Allocators. every mention, with the transcript →

Who brings them up most Ted Seides 3

Every mention by year

tap a year for its mentions
001111202020212022202320242025episodesmentions
011202020212022202320242025episodes it came up in
000.50.511202020212022202320242025episodesmentions per episode
2025 1 mention in 1 episode
2022 1 mention in 1 episode
2020 1 mention in 1 episode

Appearances (2)

EpisodeDateSpeaking time
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375) Mar 18, 2024 34m
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110) Oct 7, 2019 42m
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.