Strategists and Thinkers

 

Eric Peters, One River Asset Management
7/23/2017, weekly note: Eric Peters Weekend Notes - Contradiction Creates Life

 

KKR Macro & Asset Allocation
7/13/2017: KKR: Mid-year Update: Five Areas of Focus (2019 recession call)

 

13D Research
6/16/2017: 13D Research: Has the meteoric rise of passive investing generated the “greatest bubble ever”?

 

Ben Hunt, Epsilon Theory
6/18/2017: Epsilon Theory: Tell My Horse (on the pain and coping mechanisms of being an active manager in this market environment)

 

Michael Mauboussin (Credit Suisse)
6/11/2017: Mauboussin: Winning the Easy Game - Skill and the Ability to Extract Value
5/16/2016: Man, Machine, Moats, and Power of the Outside View; Michael Mauboussin on Invest Like the Best Podcast
9/26/2016: Michael Mauboussin: The Base Rate Book

 

Morgan Housel, Collaborative Fund
6/22/2017: Morgan Housel on Bubbles: The Reasonable Formation of Unreasonable Things

 

Dr. Pippa Malmgren, DPRM Group
7/15/2017: Malmgren on China’s OBOR and Its Impact on International Security 

 

Jason Zweig
6/24/2017: Stock Picking Is Dying Because There Are No More Stocks to Pick
2004: Jason Zweig: A Long Chat with Peter Bernstein (in 2004)