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David Einhorn

Co-Founder & Chairman of the Board, Green Brick Partners

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, co-founder and chairman of Green Brick Partners, appeared on the Morgan Stanley Derivatives series "Break the Playbook" on September 15, 2026, for a conversation covering markets, poker, and the economy. During the interview, he discussed his view that value from artificial intelligence may accrue more to users than to producers, described the US economy as "strong," and said he would spend his life teaching if he did not invest. He also noted that he plays poker for charity, having recently finished third in a World Series of Poker event and won $1.7 million for Citizens and Scholars. Einhorn expressed concern about the US fiscal trajectory, stating that the federal budget is "completely not yet under control" and that he does not see how the Treasury Secretary's plan to reach a 3% deficit-to-GDP ratio will be achieved. He also said he expects gold to outperform the Nasdaq over the next three to five years, citing de-dollarization and what he described as out-of-control monetary and fiscal policies in major countries.

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”

“I think 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”

“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 the dollar as the world reserve currency as a possibility over the next few years.”

“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.”

“For a few years, they had a management team that in the DEI world decided to broaden the brand of Peele. They provided pivoted to a woke campaign of empowerment that the consumer found inauthentic and got rid of the famous fashion show. New management came in has begun to reverse course including reinstating the fashion show leading back into the company's more sexy DNA.”

“Centine is the leading ACA exchange in Medicaid insurer. It provides coverage to about 28 million people nationwide or about 1 in 15 people. It is dramatically under earning across all major business lines with a straightforward path to margin normalization over the next two to three years.”

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