+0.0
net board stance
what this means
43.78
-1.3% · close 2026-09-08
-5% / -12% / +49%
1m / 3m / 12m
-13%
vs SPY since 2024-05-17
55%
of 52w range · -25.3% 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 50 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 GGAL
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 |
|---|---|---|---|---|---|---|
| 🌍 Milei's fiscal austerity makes Argentina the reform trade | ▲ LONG | adjacent | HIT | +47.2% | +33.6 | 2025-05-17 |
The tape — what was actually said
every capture on any idea holding GGAL, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
oppose ×1
▲ on
🌍 Milei's fiscal austerity makes Argentina the reform trade
E216 · 2025-02-21
▶ 46:08
I don't know, the whole thing just makes absolutely no sense that he was doing so much good and now he's going to go through this whole cycle of trying to wash his hands of this whole thing.
Jason
oppose ×2
▲ on
🌍 Milei's fiscal austerity makes Argentina the reform trade
E216 · 2025-02-21
▶ 51:52
and this is a stupid one to make, but the taunting of his own followers, you know, I'm out on Milei right now.
Sacks
support ×2
▲ on
🌍 Milei's fiscal austerity makes Argentina the reform trade
E205 · 2024-11-23
▶ 26:28
But look, I think what Milei has done in Argentina is remarkable. I mean, that was a country that was a total basket case. Inflation was out of control. It's already because of the cuts he's made. They now have a more normal inflation rate, and they've gone from basically being uninvestable to investable as a country.
Friedberg
support ×2
▲ on
🌍 Milei's fiscal austerity makes Argentina the reform trade
E179 · 2024-05-17
▶ 1:12:56
From a macro perspective, what Milei is doing is significantly different than what we're seeing in any other emerging market, let alone mature market with respect to fiscal austerity and appropriateness in this sort of global inflationary environment. And he said, you know what, I don't see any other leader doing this. This is a no-brainer bet. Let me make the bet.
Sacks
support ×2
▲ on
🌍 Milei's fiscal austerity makes Argentina the reform trade
E179 · 2024-05-17
▶ 1:04:47
And then as soon as he gets credibility with the markets, that allows them to reduce interest rates, inflation goes away and people start investing in the country.
Chamath
support ×2
▲ on
🌍 Milei's fiscal austerity makes Argentina the reform trade
E179 · 2024-05-17
▶ 1:03:21
I think that the thing with Argentina that's worth taking away is when you've spent decades casting about and misallocating capital and running your economy into the ground, the formula for fixing it is exactly the same. You cut entitlements and you reinvigorate the economy.