+0.0
net board stance
what this means
59.33
+2.2% · close 2026-11-06
-12% / -10% / +11%
1m / 3m / 12m
+6%
vs SPY since 2025-08-01
38%
of 52w range · -16.7% off high
0/1
hit rate as primary · vs SPY +8
Where All-In Alpha stands — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 60 EPISODES —
rising = the besties are building this position, falling = abandoning it. From the
conviction ledger; an idea counts from birth until its window closes. Dots mark episodes
where this ticker's ideas were actually mentioned; a dashed stretch is silence.
Last mention E90 · silent for 197 episodes.
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 × that idea's direction ON THIS TICKER × strength, so supporting a bearish idea pushes down, unless this ticker is listed as the other side of it. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on EEM
As a PRIMARY play the besties are 0 hit / 1 partial / 0 miss over 1 closed window — credit 0.5, average vs SPY +7.8. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 🌍 Holding the sanctions line pushes the pain onto emerging markets | ▼ SHORT | primary | HALF | +5.7% | +7.8 | 2023-03-05 |
The tape — what was actually said
every capture on any idea holding EEM, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
support ×2
▼ on
🌍 Holding the sanctions line pushes the pain onto emerging markets
E90 · 2022-08-05
▶ 27:56
And if that happens, then you could see massive civil unrest. He's been encouraging the population in Brazil to go to the streets and fight back. And there are a number of these flashpoints. And by the way, that's a massive food supplier, as well as a massive holding in EM credit portfolios around the world.
Chamath
support ×3
▼ on
🌍 Holding the sanctions line pushes the pain onto emerging markets
E87 · 2022-07-14
▶ 17:47
And what's really important here is that as goes Sri Lanka, so goes Ghana, so goes Pakistan, so goes a whole bunch of countries where you're already starting to see food riots, food insecurity, energy insecurity, rampant inflation, sovereign defaults.
Friedberg
support ×3
▼ on
🌍 Holding the sanctions line pushes the pain onto emerging markets
E87 · 2022-07-14
▶ 4:30
As a result, a lot of dollars are moving out of emerging market debt into US debt, and the price of that debt has collapsed. We've seen in the last couple of months a decline of emerging market debt of about 20 percent. This makes it harder for those countries to issue new debt to fund things, and it's creating this really challenging spiral that may ultimately lead to defaults.
Chamath
reversal ×3
▼ on
🌍 Holding the sanctions line pushes the pain onto emerging markets
E84 · 2022-06-24
▶ 1:15:19
we engage in economic sanctions and I was the first one to say, hey, this could really work and this could be a roadmap for how to do it. And it turned out this is the roadmap for how not to do it. ... These sanctions were so porous as to be like Swiss cheese.
Friedberg
support ×1
▼ on
🌍 Holding the sanctions line pushes the pain onto emerging markets
E71 · 2022-03-05
▶ 1:16:32
It's going to cause a humanitarian problem. It's really friggin sad. And it's, you know, whatever progress has been made could be unwound.
Chamath
support ×2
▼ on
🌍 Holding the sanctions line pushes the pain onto emerging markets
E71 · 2022-03-05
▶ 1:16:08
what's going to be very, very difficult is the impact that this has on emerging markets in Southeast Asia, Asia, Africa could be really, really deleterious for some amount of time. ... I think that that is actually really the risk that I think holding the line on these sanctions really does. It pushes the risk towards EM countries.