Speakerguest

Gary Vaynerchuk

@garyvee / appears on tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn

calls2traced speaker calls

avg P&L+14.3%per call

win rate100%resolved calls

total P&L+28.6%expert engine

Verified record

58credibility2 resolved

win rate100%1W · 0L

resolved2settled on TRACE

scored calls2published & scoreable

Speaker record

[81:12]longSPGtbpn

Mall consolidators re-rate as experiential retail demand outpaces PE assumptions and supply stays frozen.

I have so much pride in his building because he's done such a great job. And New York City-based, when we were always like, NBA is the best. So it's been great to see his pride shine. I think all Anyone who does not realize how substantial the analog opportunities are is really missing the plot of what's happening. And so it gets exciting. It's exciting to think that you can invest in both something that could get as big as, you know, Anthropic in an extreme digital world.

+7.43%open horizon

[73:50]longLYVtbpn

As AI floods the digital world, scarce live experiences gain pricing power and the dominant live-events owner re-rates.

Now, I, you know, look, this thing is no joke. We all know that it's big stakes. There's a lot to it. But, you know, I still think whatever that human was to being scrappy to find their friend for the photography, you know, that scrappiness is going to be deployed into something else.

+12.23%open horizon

Agent-readable speaker

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AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.