macro

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 22, 2025 by Dan Sundheim · across every show →

Everything said about macro, oldest first

Oct 22, 2025 negative

Disclosure

Sundheim: D1 Capital will definitely not expand into macro trading

“Definitely not macro. First of all, like, it's tempting to think that because you're good at one thing, you're going to be good at all these different things, and, ah, I think that in and of itself was like a mistake.”

Dan Sundheim Oct 22, 2025 ▶ 54:17 Dan Sundheim of D1 Capital on the art of public market investing

Oct 22, 2025

Insight

Sundheim: Quality equities compound through mistakes, while macro bets are binary

“If you buy great businesses, you overpay for them a little bit, you get their earnings wrong a little bit in the short term. Over time, value, you know, compounds, and time is your friend. Macro, that's not the case. It's more of, like, a binary bet.”

Dan Sundheim Oct 22, 2025 ▶ 55:04 Dan Sundheim of D1 Capital on the art of public market investing

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macro

Everything said about macro, oldest first

Turn any episode into a week of clips.