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David Einhorn

Founder & President, Greenlight Capital

Search every verified David Einhorn interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. David Einhorn, founder and president of Greenlight Capital, appeared on the Morgan Stanley Derivatives series "Break the Playbook" in September 2026. During the conversation, he discussed his views on artificial intelligence, arguing that the value created by AI may accrue more to its users than to its producers, such as large tech companies and hyperscalers. He also commented on the U.S. fiscal trajectory, stating that the federal budget is "not yet under control" and expressing skepticism about the Treasury Secretary's plan to reduce the deficit to 3% of GDP. Einhorn said he holds a long-term view that gold will outperform the Nasdaq over the next three to five years, citing de-dollarization and unsustainable fiscal policies in major economies. Einhorn also shared personal anecdotes during the interview, including his participation in a World Series of Poker super high roller event, where he finished third and won $1.7 million for the charity Citizens and Scholars. He explained that he wears a hat representing a different charity each time he plays poker, and that his sweatshirts feature his children's handprints, which he updates as they grow. He noted that much of his social conversation with other investors centers on a narrow set of popular companies, and he expressed a preference for discussing broader questions about who will ultimately benefit from AI.

Recent appearances

Notable quotes

“I think that gold will outperform the Nasdaq over the next 3 to 5 years, and perhaps by a lot. I think the case for gold is pretty clear. I think that we're going through a de-dollarization. I'm not getting into the trading dynamic of how it spiked in January or February and came back down and this and that, but in the secular case, for gold is just very, very clear. The monetary and fiscal policies of the largest co”

“The overwhelming long term issue in macro is the US fiscal situation, which I think is completely not yet under control. The Treasury Secretary says we're going to get to 3% deficit to GDP. That's his plan. And I don't really see how he's going to do that. So far, it doesn't seem like he's made a lot of progress. And I think ultimately everyone agrees that this is not sustainable. So then the question becomes how do ”

“Our fiscal situation is uh non-solvable. Our monetary policy is very aggressive. We're not the only ones. All of the major currencies are run essentially the same way. And ultimately you you still have the darization. You have a loss potentially of the petro dollar coming out. You have elimination of gold the dollar as the world reserve currency as a possibility over the next few years.”

“I think it's a little bit more like maybe like 2007 in the sense that you can see some underpinnings that are facing real problems. I mean, gas prices are going up. The the retail data that is beginning to come down is showing softening at retail.”

“I think the market as a whole when you look at on any sort of historical measure it's it's very very pricey and sooner or later I think we'll wind up with a better opportunity.”

“With so little downside priced in, we're willing to risk missing out on a possible recovery to position ourselves to play more offense should one of the downside scenarios materialize.”

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