Founder & CEO, RockCreek
3 dated public stances tracked since 2023-10-04, most recently 2026-06-26. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Afsaneh Beschloss's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Afsaneh Beschloss is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Think we got something wrong? Report a misattribution — we correct it or take it down.
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2023-10-04 | ENERGY | bullish | -0.2% | +12.9% | +11.4% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| ENERGY | 1 | | 1 bullish | 2023-10-04 |
| SOUTH KOREAN EQUITIES | 1 | | 1 bullish | 2026-06-26 |
| TAIWAN EQUITIES | 1 | | 1 bearish | 2026-06-26 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-06-26
TAIWAN EQUITIES
bearish
Bloomberg The Close · video
Taiwanese domestic capital is being diverted heavily into local debt markets rather than equities, and the central bank's failed bond auction signals capital market stress that warrants caution
“the government when they went to their central bank to do their auction could not raise a lot of money”
S&P 500 Halts Four-Day Drop To End Jittery Week | The Close 6/26/2026
2026-06-26
SOUTH KOREAN EQUITIES
bullish
Bloomberg The Close · video
Korea offers dual exposure to the AI trade plus a rare structural advantage as one of few countries manufacturing components for nuclear power, attracting substantial long-term capital inflows to rebuild Korean infrastructure
“one of the very few countries that are making components or all parts related to building nuclear power”
S&P 500 Halts Four-Day Drop To End Jittery Week | The Close 6/26/2026
2023-10-04
ENERGY
bullish
Bloomberg The Close · video
IRA and government infrastructure spending is beginning to be felt in markets with more capital inflows expected next year, and smaller capital requirements for renewables create more diversified entry points than large oil-and-gas projects
“the big push of the infrastructure money that is coming in from the government as well as the IRA is actually starting to be felt”
90d -0.2% · 180d +12.9% · 1y +11.4%
Rock Creek CEO Afsaneh Beschloss Talks Investing | Bloomberg Talks
Idea Scout Weekly
Every Sunday: who said what across the tape we track —
1766 voices, 5,177 episodes and articles —
with side-flips and points of disagreement called out. Free.
How we track it.
Free · double opt-in · unsubscribe in one click
Follow an investor and their newest stances lead The Brief, the free morning email; these pages update every morning.