Podcasts · All-In with Chamath, Jason, Sacks & Friedberg

All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

· 1 h 08 min

Episode All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

0:00 1:07:57

(0:00) Chamath explains the Best Ideas format

(2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts

(13:07) Bornite Capital's Dan Dreyfus pitches Talen Energy

(27:19) EcoR1 Capital's Oleg Nodelman pitches Aktis Oncology

(40:20) Multicoin Capital's Kyle Samani pitches GEODNET

(54:50) The Besties recap the pitches and announce winners

Thanks to our partners for making this possible!

EY - EY helps private equity firms turn market insight into action, navigating complexity and unlocking new paths to growth and long-term value.

https://www.ey.com/en_us/industries/private-equity?WT.mc_id=3501315&AA.tsrc=sponsorship

NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

https://www.nyse.com

Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

https://www.plaud.ai

Follow Aaron:

https://www.linkedin.com/in/aaron-cowen-0a44a450

Follow Dan:

https://x.com/dreyfd

https://www.linkedin.com/in/daniel-dreyfus-b65554209

Follow Oleg:

https://www.linkedin.com/in/oleg-nodelman-375131

Follow Kyle:

https://x.com/KyleSamani

https://www.linkedin.com/in/kylesamani

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Links in the notes 19

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