The Players

In alphabetical order:

 

Kyle Bass, Hayman Capital
Video: Kyle Bass Sees China's Wealth Management Products as Key Risk (Bloomberg)

 

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

 

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

 

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

 

Seth Klarman, Baupost Group
Reading: Baupost Shareholder Letters 1995-2001

 

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)

 

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

 

Howard Marks, Oaktree Capital Management:
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)

 

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

 

Paul Singer, Elliott Management:
Reading: 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

 

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