+0.0
net board stance
what this means
154.28
-0.6% · close 2026-09-08
+10% / +19% / +65%
1m / 3m / 12m
+65%
vs SPY since 2025-03-29
99%
of 52w range · -0.6% off high
—
hit rate as primary
Where we stand — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 45 EPISODES —
rising = the besties are building this position, falling = abandoning it. Replayed from
score_events; an idea counts from birth until its window closes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the
talk lead the tape or follow it?
Who's pushing which way
each voice's net push ON THIS TICKER — their most recent stance per idea × the idea's direction × strength, so supporting a bearish idea pushes down. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on DAC
No closed window has used this ticker as its primary play, so there is no scored record here yet. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 🌍 Red Sea reopening contains the freight-driven inflation impulse | ▼ SHORT | adjacent | MISS | -93.8% | -108.4 | 2026-03-29 |
The tape — what was actually said
every capture on any idea holding DAC, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×3
▼ on
🌍 Red Sea reopening contains the freight-driven inflation impulse
E221 · 2025-03-29
▶ 54:32
And so what happened? Now all of a sudden, traffic is reset, volumes are back up. By the third week of March, which is where we are now, we're back to where they were even a year ago. The price of shipping is now contained. The inflation risk is contained. The productivity hit is contained.