Leveraged long exposure to the S&P 500 index, amplifying broad U.S. equity market returns.
1 take · first discussed Jun 28, 2025
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
The only host view on record here is Chamath's, who holds a high-conviction bullish stance on broad U.S. equities. He argues that being levered long is effectively a "free money trade," driven by three catalysts: a large pool of dry powder sitting in money markets, anticipated Fed rate cuts, and an accelerating velocity of money. He puts a near-term target of 7,000 on the S&P 500. No other hosts provided a thesis, so no agreement or disagreement can be noted.
Chamath argues the free money trade is to be levered long equities, citing money market dry powder, expected Fed rate cuts, and rising velocity of money as catalysts for further upside, with S&P potentially reaching 7,000.
the free money trade here is to be levered long. I think you can make a lot of money right now.”1:21:34