Investors / stance tracking
What David Freeberg is saying
CEO & Co-Founder, Ohalo Genetics
4 dated public stances tracked since 2026-07-31, most recently 2026-08-29. 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 David Freeberg'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. David Freeberg is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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4
tracked stances
3
themes
1
side flips
2026-08-29
last heard
View flips
Where the tracked view on a theme reversed between appearances — bullish to bearish or back. Dates are the episodes on each side of the turn.
Long Dur Treasuries — bullish2026-07-31 → bearish2026-08-29
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| Long Dur Treasuries | 2 | 1 bullish / 1 bearish | 2026-08-29 | |
| MRNA | 1 | 1 bearish | 2026-08-29 | |
| VERTICAL SAAS | 1 | 1 bearish | 2026-08-29 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-08-29
MRNA
bearish
All-In Podcast · video
Moderna's mRNA cancer vaccine moat is weaker than the tripling market cap implies — the neo-antigen immunotherapy technique is NIH-funded public science already available in clinics for $50K, will proliferate cheaply overseas, and the $500K price point is…
“I'm actually pretty sad and frustrated and disappointed by this... I think over the next couple of years we are going to see this cancer immunotherapy based system start to proliferate”
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
2026-08-29
Long Dur Treasuries
bearish
All-In Podcast · video
Bessent's yield-suppression buybacks are structurally insufficient — even if maxed at $1T, the Treasury must still sell $10T in the next 12 months to refinance maturing debt, and the underlying fiscal spending problem (Congress can't cut) means long-end…
“he's got to go sell 10 trillion of treasuries in the next 12 months. He's got to sell.”
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
2026-08-29
VERTICAL SAAS
bearish
All-In Podcast · video
Vertical SaaS delivers workflows and processes — not systems of record — and those workflows can be replicated by AI agents at low cost, making the category structurally vulnerable to displacement
“the real SaaS apocalypse — it's more of a vertical SaaS apocalypse, which is software that's designed for just one vertical”
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
2026-07-31
Long Dur Treasuries
owns
All-In Podcast · video
30-year Treasury yield at 5.2% (pre-tax equivalent ~10%) makes risk assets like semiconductor stocks at 50x earnings irrational to own relative to the risk-free rate, and persistent fiscal deficits with no spending correction path will sustain elevated yields
“I'm better off making 10% by owning federal government bonds. Go to the beach.”
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