Podcast trade ledger Β· marked to market

Every trade the All-In guys called.

Calls tracked
26
Avg Return
+147.5%
Last price sync
Aug 27, 10:15 AM UTC

Host leaderboard

ranked by average return per call
#HostAvg ReturnHit rateCallsBestWorst
01Chamath
Chamath Palihapitiya
+271.1%100%7NVDA +872.0%BTC/USD +26.9%
02Sacks
David Sacks
+156.4%100%5META +526.2%COIN +27.3%
03Friedberg
David Friedberg
+106.8%100%5GOOGL +288.7%ETH/USD +8.2%
04J-Cal
Jason Calacanis
+90.2%86%7BTC/USD +375.8%META -2.3%
05Gavin Baker🎀
Gavin Baker
-5.4%0%2WDAY -4.0%NVDA -6.8%

Latest calls

newest mentions first
HostTickerSideEntryMarkReturnCalledEp.Quote
Gavin Baker🎀stocklong198.68190.66-4.0%Aug 14, 2026E285β€œI mean, what Silver Lake is saying, they've been oversold. ... There must be some value in that.”
Gavin Baker🎀stocklong225.16209.95-6.8%Aug 14, 2026E285β€œThat architectural variation works in NVIDIA's favor and in GPU's favor, because it means that you do need this more flexible compute... they guarantee that these GPUs can be rented at a certain rate... they're only bearing 25% of the risk.”
J-Calstocklong589.85576.11-2.3%Aug 14, 2026E285β€œHe is going to be the open source hero from America. He is going to have the best open source model in the next year. I guarantee it here on the—”
J-Calstocklong340.00345.88+1.7%Jan 24, 2025E214β€œLong Elon, as always.”
J-Calstocklong250.00345.88+38.4%Jul 12, 2024E187β€œRobotaxi day is the catalyst.”
Chamathcryptolong63,000.0079,937.98+26.9%Mar 15, 2024E170β€œETF flows are structural, not a trade.”
Friedbergcryptolong2,300.002,487.66+8.2%Feb 9, 2024E165β€œStaking yield changes the math now.”
Sacksstocklong370.00496.17+34.1%Dec 8, 2023E156β€œCopilot attach rates are the real story.”