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The Guesties
LS

Larry Summers

Guest on the All-In podcast · commentary only

Commentary — not scored

Larry Summers weighed in on the companies below but never made an explicit position call, so there’s nothing to score — these takes are recorded as commentary.

In their words

Natural Gas→Commentary
“I thought the stopping a variety of things involving liquid natural gas were a clear mistake.”
E223· Apr 11, 2025
S&P 500→Commentary
“let's be conservative and say these policies have taken $6 trillion off the stock market... what you get is a loss in the $30 trillion range as the present value as estimated by markets of what's being done.”
E223· Apr 11, 2025