Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses
June 3, 2026 · 30 min
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Show notes
() Bill Ackman joins the show!
() Evolving investment philosophy: What's changed over 20 years?
() AI: Greatest time to build a business, and a major threat to portfolios
() Predicting market moves, the "rubber band effect"
() Owning founder-led companies
() Building the next Berkshire Hathaway
Thanks to our partners for making this possible!
EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.
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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.
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
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