Podcast trade ledger · marked to market
Every trade the All-In guys called.
- Calls tracked
- 29
- Avg Return
- +143.8%
- Last price sync
- Oct 18, 09:01 PM UTC
Host leaderboard
ranked by average return per call| # | Host | Avg Return | Hit rate | Calls | Best | Worst |
|---|---|---|---|---|---|---|
| 01 | Chamath Chamath Palihapitiya | +217.9% | 89% | 9 | NVDA +891.4% | CRM -6.0% |
| 02 | Sacks David Sacks | +165.2% | 83% | 6 | META +671.0% | CRM -6.0% |
| 03 | Friedberg David Friedberg | +106.3% | 100% | 5 | GOOGL +287.0% | ETH/USD +2.4% |
| 04 | J-Cal Jason Calacanis | +99.4% | 100% | 7 | BTC/USD +381.3% | TSLA +4.3% |
| 05 | Gavin Baker🎤 Gavin Baker | -4.4% | 0% | 2 | WDAY -4.0% | NVDA -4.9% |
Latest calls
newest mentions first| Host | Ticker | Side | Entry | Mark | Return | Called | Ep. | Quote |
|---|---|---|---|---|---|---|---|---|
| Sacks | stock | long | 256.00 | 240.73 | -6.0% | Aug 29, 2026 | ▶ E28718:14 | “This whole SaaS-is-dead narrative is getting shredded. I do not believe core systems of record like CRM are going to get ripped and replaced with something vibe coded.” |
| Chamath | stock | long | 256.00 | 240.73 | -6.0% | Aug 29, 2026 | ▶ E28713:57 | “What I said before and what I'll double down on now is that the large systems of record hold an incredibly special place in the ecosystem if they do it right.” |
| Gavin Baker🎤 | stock | long | 225.16 | 214.14 | -4.9% | Aug 14, 2026 | ▶ E2851:00:50 | “That 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.” |
| Gavin Baker🎤 | stock | long | 198.68 | 190.77 | -4.0% | Aug 14, 2026 | ▶ E2851:37:24 | “I mean, what Silver Lake is saying, they've been oversold. ... There must be some value in that.” |
| J-Cal | stock | long | 589.85 | 709.34 | +20.3% | Aug 14, 2026 | ▶ E28555:00 | “He 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—” |
| Chamath | stock | long | 173.51 | 240.73 | +38.7% | May 15, 2026 | E282 | “Salesforce specifically was meaningfully oversold — the high end of the market, where the large monoliths operate, is quite safe.” |
| J-Cal | stock | long | 340.00 | 354.67 | +4.3% | Jan 24, 2025 | E214 | “Long Elon, as always.” |
| J-Cal | stock | long | 250.00 | 354.67 | +41.9% | Jul 12, 2024 | E187 | “Robotaxi day is the catalyst.” |