CEO & CIO, Lazard Family Office Partners
3 dated public stances tracked since 2025-07-09, most recently 2025-07-09. 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 Casey Whalen'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. Casey Whalen 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 |
|---|
| 2025-07-09 | Private Credit | bullish | -9.9% | -3.7% | -9.9% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| NON-US PORT CONTAINER SHIPS | 1 | | 1 bullish | 2025-07-09 |
| NUCLEAR FUEL SUPPLY (PICKS AND SHOVELS) | 1 | | 1 bullish | 2025-07-09 |
| Private Credit | 1 | | 1 bullish | 2025-07-09 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2025-07-09
Private Credit
bullish
Capital Allocators · video
Rates have not fallen enough to make most capital structures work, a wall of maturities is arriving, and veteran operators with deep broker relationships can source distressed single-asset deals (self-storage, multifamily, industrial) at attractive prices…
“I'm actually really excited about real estate both on the equity and credit side”
90d -9.9% · 180d -3.7% · 1y -9.9%
Friends Reunion 3 - Five Allocators Riff on Investing (EP.454)
2025-07-09
NUCLEAR FUEL SUPPLY (PICKS AND SHOVELS)
bullish
Capital Allocators · video
The nuclear energy build-out trend is durable; attacking it at the fuel-supply layer (conventional nuclear fuel provision) offers secular tailwinds without taking direct reactor construction risk
“picks and shovels so things like standard nuclear supplying the fuel”
Friends Reunion 3 - Five Allocators Riff on Investing (EP.454)
2025-07-09
NON-US PORT CONTAINER SHIPS
bullish
Capital Allocators · video
Container ships operating exclusively in non-US ports are insulated from US tariff disruption, scrap metal value provides a hard floor on the downside, and ongoing global trade route volatility creates material upside
“your downside is scrap metal, which is actually pretty compelling”
Friends Reunion 3 - Five Allocators Riff on Investing (EP.454)
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.