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