The Players

In alphabetical order:

 

Marc Andreessen, Andreessen Horowitz
5/30/2017, video: Marc Andreessen and Reid Hoffman, Co-Founder of LinkedIn at Code 2017 
5/27/2017: Transcript of Marc Andreessen Interview (Masters in Business)
5/16/2017, audio: Bloomberg Masters in Business Interview With Marc Andreessen 
8/20/2011: Why Software Is Eating The World (WSJ Op-Ed) 

 

Cliff Asness, AQR
5/8/2015, video: Cliff Asness on Wealthtrack
4/22/2014, video: A Conversation About Market Efficiency with Cliff Asness of AQR
10/25/2013, video: Cliff Asness: A Brief and Biased Survey of Quantitative Investing

 

Kyle Bass, Hayman Capital
6/16/2017, reading: Kyle Bass still short yuan, says China credit bubble 'metastasizing'
Video: Kyle Bass Sees China's Wealth Management Products as Key Risk (Bloomberg)

 

Bruce Berkowitz, Fairholme Capital
6/19/2017, video: Why Bruce Berkowitz Still Likes Stocks Others Hate (Bloomberg)

 

Jim Chanos, Kynikos Associates
Video: Bloomberg Interview with Jim Chanos (6/6/2017) 
Video: Jim Chanos at SALT: Short Mallinckrodt (MNK) and Express Scripts (ESRX) (5/18/2017)

 

Marc Cohodes
Video: Marc Cohodes at the Grant's Fall 2016 Conference
3/24/2016, audio: Bloomberg Interview with Marc Cohodes

 

Ray Dalio, Bridgewater Associates:
Video: Ray Dalio interview with Henry Blodget (Business Insider)
Reading: Ray Dalio: The Big Picture (market outlook) (5/12/2017)

 

Pat Dorsey, Dorsey Asset Management
5/30/2017; Reading: Dorsey Asset Management: Competitive Advantage & Capital Allocation

 

Steve Eisman, Neuberger Berman
Video: Big Short' Steve Eisman likes two FANG stocks (5/23/2017, CNBC)

 

Bruce Flatt, Brookfield Asset Management:
Reading: Brookfield's Bruce Flatt: Billionaire Toll Collector Of The 21st Century

 

Jeremy Grantham, GMO
Reading: GMO Quarterly Letter Q1 2017: This Time Seems Very, Very Different

 

Seth Klarman, Baupost Group
Video: Charlie Rose interviews Seth Klarman
Reading: Baupost Shareholder Letters 1995-2001

 

Andrew Left, Citron Research
6/8/2017, reading: Andrew Left: The Bounty Hunter of Wall Street

 

Jorge Paolo Lemann, 3G Capital
Video: Warren Buffett and Jorge Paulo at the HBS Brazil Conference (2017)
Reading: A Bet on a Brazilian Brewery Pays Off for 3 Investors (NYT, 2004)

 

Bruce Karsh, Oaktree Capital Management
Video: Wharton: Howard Marks Investor Series with Bruce Karsh

 

Peter Lynch (formerly Fidelity Magellan Fund)
Video: War Stories over Board Games (II) 

 

Howard Marks, Oaktree Capital Management
Video: Wharton: Howard Marks Investor Series with Bruce Karsh
Reading: Howard Marks: The Truth about Investing

 

Scott Minerd, Guggenheim Partners
Blog: Bloomberg Profile of Scott Minerd (Guggenheim Partners)
Reading: Bloomberg Profile of Scott Minerd (Guggenheim Partners)
Video: Bloomberg "What'd You Miss?" with Scott Minerd (Guggenheim Partners)


 

Paul Tudor Jones
Reading: Paul Tudor Jones Says U.S. Stocks Should 'Terrify' Janet Yellen (4/20/2017)

 

Clifton Robbins, Blue Harbour Group
Reading: Cliff Robbins, the Gentleman Activist (Institutional Investor)

 

Chris Sacca, Lowercase Capital
Chris Sacca Interview with Kevin Rose (TechCrunch Foundation)

 

Paul Singer, Elliott Management
6/8/2017: Paul Singer Interview with David Rubenstein (Bloomberg "Peer to Peer" show)
6/7/2017: Paul Singer: The Last Hedge Fund Pit Bull (Institutional Investor)
5/27/2017: Paul Singer's Five Investing Lessons
5/7/2017: Paul Singer’s Flagship Fund Raises $5 Billion in 24 Hours

 

Kevin Smith, Crescat Capital
Reading: Crescat Capital Q1 2017 Quarterly Letter - Bearish Call on US Equities

 

Tom Steyer, Farallon Capital
2005: Tom Steyer (Farallon Capital) Profile in Institutional Investor

 

Fred Wilson, Union Square Ventures
Video: Union Square's Wilson on VC Market, Twitter, Snap & Uber (Bloomberg TV)
Reading: avc blog