+0.0
net board stance
what this means
331.09
-1.6% · close 2026-09-08
-6% / -16% / +24%
1m / 3m / 12m
+29%
vs SPY since 2021-02-20
51%
of 52w range · -17.6% 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 MAR
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 |
|---|---|---|---|---|---|---|
| 🌍 Conditioned fear keeps behaviour suppressed after vaccination | ▼ SHORT | adjacent | PARTIAL | +11.6% | -2.1 | 2022-02-20 |
The tape — what was actually said
every capture on any idea holding MAR, newest first · quotes verbatim, timestamps deep-link into the episode
Jason
oppose ×2
▼ on
🌍 Conditioned fear keeps behaviour suppressed after vaccination
E66 · 2022-02-05
▶ 1:29:12
You know what? If you go to the ski slopes, there is nobody with a mask on and nobody's enforcing it and no restaurants. And this is in Democratic country. Everybody has moved on at this point.
Sacks
oppose ×2
▼ on
🌍 Conditioned fear keeps behaviour suppressed after vaccination
E66 · 2022-02-05
▶ 1:27:34
It says a majority of voters, 55% say COVID should be treated as an endemic disease, while a majority of Democrats say it should be continued to be treated as an emergency. ... The Monmouth poll just came out where 89% of Republicans, 71% of of independents say that it's time we accept COVID is here to stay and we need to get on with our lives. ... So the reality is that the rest of the country, I think, has moved on. It's ready to move on.
Sacks
support ×2
▼ on
🌍 Conditioned fear keeps behaviour suppressed after vaccination
E64 · 2022-01-22
▶ 51:02
We could live with this variant of Covid, Omicron. ... But in large swaths of the country, we're not choosing to live with it. We're at each other's throats about these vaccine mandates, these other restrictions and school closures.
Friedberg
support ×2
▼ on
🌍 Conditioned fear keeps behaviour suppressed after vaccination
E57 · 2021-12-04
▶ 19:13
what's really important now is how policy makers are going to respond to this, right? Because there is a press cycle, there is a bit of a hysteria, everyone's asking me about it, everyone's freaked out about it, everyone's worrying about it. ... And the question is, are we about to face more lockdowns and things that are going to be adverse to the economy and how are markets going to react? ... And that seems pretty scary right now.
Sacks
oppose ×2
▼ on
🌍 Conditioned fear keeps behaviour suppressed after vaccination
E23 · 2021-02-20
▶ 52:11
Let me go back to Friedberg's point about when will life get back to normal. I'm not as pessimistic as you are, Dave, about this idea that life won't get back to normal. And part of the reason why is I'm seeing so much outrage about school closures right now.
Jason
oppose ×2
▼ on
🌍 Conditioned fear keeps behaviour suppressed after vaccination
E23 · 2021-02-20
▶ 53:01
It's like a shark, Friedberg, it's like a shark attack. You know, if this is a shark attack, you know, at Half Moon Bay or whatever, people don't swim there for a couple of weeks. And then somebody swims and they're like, oh, the water's great. People will jump back in.
Friedberg
support ×3
▼ on
🌍 Conditioned fear keeps behaviour suppressed after vaccination
E23 · 2021-02-20
▶ 47:43
if you think about what's happened over the last year, people have been conditioned to be afraid. And so even though we're getting vaccinated, even though this thing is moving and working, I'm concerned that we're not going to end up in a more civil state. Schools aren't opening. People aren't flying. People aren't doing stuff, even after vaccinations and science and data shows that these things are OK.