Investors / stance tracking

What Paul Dietrich is saying

Guest

6 dated public stances tracked since 2025-03-13, most recently 2025-03-13. 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 Paul Dietrich'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. Paul Dietrich is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

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tracked stances

themes

side flips

2025-03-13

last heard

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.

Most-argued themes

Theme	Stances	Mix	Last
GOLD	1	1 bullish	2025-03-13
HEALTHCARE	1	1 bullish	2025-03-13
TECHNOLOGY STOCKS	1	1 bearish	2025-03-13
USTS	1	1 bullish	2025-03-13
UTILITIES	1	1 bullish	2025-03-13

Tracked stances

bullish / bearish is a view they argued; owns / short is a position they said they hold.

2025-03-13 TECHNOLOGY STOCKS bearish Fox Claman Countdown · video

The economy is entering a business-cycle recession and tech historically underperforms during downturns, making it the first sector to exit

“you're going to have to get out of tech”