The Players of the Money Game - Collected Materials

Recent additions:
- Sam Zell at CFA Institute
- Sequoia Fund WaPo article
- Cliff Asness on the 2007 "quant quake"


Quarterly Hedge Fund Letters:

Hedge Fund Second Quarter 2017 Investor Letters
Hedge Fund First Quarter 2017 Investor Letters




Bill Ackman, Pershing Square Capital
11/10/2016, video: Bill Ackman at DealBook 2016
10/17/2016, reading: Is Bill Ackman Toast? (Vanity Fair)
2013: Bill Ackman speaking at University of Oxford
2013: Bill Ackman Interview on Charlie Rose


Lee Ainslie, Maverick Capital
Video: Onewire interview with Lee Ainslie
10/22/2015, reading: Notes From Lee Ainslie's Talk at Citi Australia Conference
2006, reading: McKinsey interview with Lee Ainslie
2002, reading: Lee Ainslie: Portfolio Construction and Risk Management


Chuck Akre, Akre Capital Management
2012, reading: Chuck Akre on the Search for Compounding Machines 


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) 


Pierre Andurand, Andurand Capital
2/27/2017, reading: Andurand Sees Further Energy Recovery (the hedge fundjournal)


Cliff Asness, AQR
8/7/2017, reading: The August of our Discontent: Once More Unto the Breach? (2017)
8/7/2007, reading: The August of Our Discontent (2007)
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
2015 & 2016, videos:: Kyle Bass interviews at Real Vision TV
Video: Disrupting the Global Economy (VanityFair)
6/16/2017, reading: Kyle Bass still short yuan, says China credit bubble 'metastasizing'
5/2/2017, video: Kyle Bass Sees China's Wealth Management Products as Key Risk
1/25/2017, video: Kyle Bass at Bloomberg on Trump, China, German Rates
Video: Kyle Bass Sees China's Wealth Management Products as Key Risk (Bloomberg)
2/10/2016, reading: Kyle Bass – China’s $34 Trillion Experiment Is Exploding – Full Letter (Valuewalk)
1/31/2016, reading: Currency War: U.S. Hedge Funds Mount New Attacks on China’s Yuan
10/27/2015, reading: Kyle Bass on China's looming banking crisis and the U.S. economy


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


Carson Block, Muddy Waters
6/15/2017, reading: Hedge 43: Chip Off the Old Block (page 32)


Mark Boyar, Boyar Value Group
11/11/2016, reading: Interview with Mark Boyar (Welling on WallSt)


John Burbank, Passport Capital
Realvision has some in-depth interviews with John Burbank
6/22/2016, reading: Hedge fund manager John Burbank says it's 'hard to invest responsibly' right now
5/20/2016, video: John Burbank (Passport) on Wall Street Week (Fox Business)
3/3/2016, reading: John Burbank at UTIMCO 20th Anniversary Panel


Dr. Michael Burry, Scion Asset Management
2015, reading: Michael Burry Thinks Another Financial Crisis Is Looming (NY Magazine)
2012, video: Dr. Michael J. Burry at UCLA Economics Commencement
2011, video: Michael Burry lecture on the Financial Crisis at Vanderbilt University


Carlo Cannell, Cannell Capital
2016, video: Carlo Cannell and Scott Fearon speak at Stansberry Conference 2016


Jim Chanos, Kynikos Associates
6/30/2017, reading: Jim Chanos: U.S. Economy is Worse Than You Think
6/6/2017, video: Bloomberg Interview with Jim Chanos 
5/18/2017, video: Jim Chanos at SALT: Short Mallinckrodt and Express Scripts 
3/1/2017, reading: Chanos Capitalize for Kids interview
Video: Disrupting the Global Economy (VanityFair)
2016, reading: Jim Chanos on Idea Generation Through Pattern Recognition
2015, slide deck: Jim Chanos: Presentation on Energy Sector (Grant's Conference) 
2015, podcast: Chanos on Full Disclosure podcast on China
2014, reading: Reading: Jim Chanos Masterclass: The Fundamental Short Seller
2009, audio: Jim Chanos on BBC Radio in 2009 
1989, reading: Fortune: Are these the new Warren Buffetts? 


Andrew Clifford, Platinum Asset Management
4/23/2017, video: Andrew Clifford - The Platinum Way
5/17/2016, video: Platinum Roadshow 2016

Steven Cohen, Point72 Asset Management
2/3/2017, reading: Former SAC Trader on What Steve Cohen Bio ‘Black Edge’ Doesn’t Explore
10/20/2016, reading: Inside Billionaire Steve Cohen’s Comeback 


Marc Cohodes
2/9/2017, reading: The World According to a Free-Range Short Seller With Nothing to Lose
2016, video: Marc Cohodes at the Grant's Fall 2016 Conference
3/24/2016, audio: Bloomberg Interview with Marc Cohodes
Podcast: Marc Cohodes on the Grant's Interest Rate Observer Podcast


Ray Dalio, Bridgewater Associates
8/10/2017, reading: Risks Are Rising While Low Risks Are Discounted
5/12/2017, reading: Ray Dalio: The Big Picture
4/7/2017, video: Ray Dalio interview with Henry Blodget (Business Insider)
3/7/2017, video: Ray Dalio at the New York Times: "The Culture Principle"
2015, video: Ray Dalio at Bloomberg Surveillance 
2014, video: Ray Dalio and Michael Bloomberg discuss business strategies
2013, video: Ray Dalio: How the Economic Machine Works 
2011, video: Ray Dalio at Charlie Rose


James Dinan, York Capital
12/20/2016, reading: A Billionaire Retrenches in a Tough Year for Hedge Funds (WSJ)


Jamie Dimon, JP Morgan
10/21/2014, video: Jamie Dimon Conversation on Leadership


Pat Dorsey, Dorsey Asset Management
6/19/2017, video: Pat Dorsey presents at the 14th Annual Value Investor Conference in Omaha
5/30/2017, reading: Dorsey Asset Management: Competitive Advantage & Capital Allocation


Matt Drapkin, Northern Right Capital
12/24/2016, reading: Investor Matt Drapkin Shakes Up Small Companies (Barron's)


Stanley Druckenmiller, Duquesne Capital
Must-read: Druckenmiller's speech at the Lost Tree Club in January 2015
5/4/2016, slide deck: "Endgame" - Presentation at Ira Sohn Conference 2016
5/4/2016, reading: "Endgame" - Presentation at Ira Sohn Conference 2016 (Transcript)
2015, video: Druckenmiller the DealBook Conference. Fed & QE, the Euro, innovation and stocks
2015, reading: Notes: Druckenmiller's interview at the DealBook Conference 2015
Video: Druckenmiller at Robin Hood Conference
2015, video: Druckenmiller at Delivering Alpha, 2015
2015, video: Druckenmiller on the Fed, Markets at Bloomberg Encore
2013, video: Druckenmiller on Generational Equity 


Craig Effron, Scoggin Capital
2016: Graham & Doddsville interview with Craig Effron 


Steve Eisman, Neuberger Berman
5/23/2017, video: Big Short' Steve Eisman likes two FANG stocks
1/30/2017, video: Steve Eisman: “They mistook leverage for genius”
2016, reading: Invest like a legend: Steve Eisman


David Ellison, Hennessy Funds
2013, reading: Value Investor Insight interview with David Ellison (financials, banks)


Scott Fearon, Crown Capital
2016, video: Carlo Cannell and Scott Fearon speak at Stansberry Conference 2016


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


Tom Gayner, Markel Corp.
2016, video: Tom Gayner: The Markel Story (1/3)
2016, video: Tom Gayner: The Markel Story (2/3)
2016, video: Tom Gayner: The Markel Story (3/3)
2016, reading:  Value Investor Insight: Interview with Tom Gayner


Christer Gardell, Cevian Capital
2015, reading: Meet Europe's best activist investor


Glenn Greenberg
2012, video: Glenn Greenberg lecture at Columbia Business School
2012, reading: Notes on Glenn Greenberg lecture at Columbia (Basehitinvesting blog)
2012, reading: Notes from Glenn Greenberg's lecture at Columbia (Glenn Speicher's blog)
2012, reading: Notes from Glenn Greenberg's lecture at Columbia Part 2(Glenn Speicher's blog)
2010, reading: Interview with Glenn Greenberg in Graham & Doddsville
2004, video: Glenn Greenberg on Comcast, Disney
1989, reading: Fortune: Are these the new Warren Buffetts?


Joel Greenblatt, Gotham Asset Management
2016, video: Joel Greenblatt interview with Consuelo Mack
2016, reading: Joel Greenblatt’s Investing Secrets Revealed (Barron's)
2015, video: Joel Greenblatt Conversation with Howard Marks at Wharton
2011, video: Joel Greenblatt with Steve Forbes
2005, video: Greenblatt lecture at Columbia Business School

Jeremy Grantham, GMO
7/28/2017, video: Jeremy Grantham of GMO at Charlie Rose 
6/1/2017, reading: GMO Quarterly Letter Q1 2017: This Time Seems Very, Very Different


Ken Griffin, Citadel
Video: Conversation with Ken Griffin about 2008 (5 minutes)


Mark Hart, Corriente Advisors
2016, reading: The Seven-Year Short


John Hempton, Bronte Capital
2017, reading: Bronte Capital blog: When to average down
2016, reading: Comments on investment philosophy - part one
2013, podcast: Odd Lot Podcast: John Hempton (Bronte Capital) (2013)


Hugh Hendry, Eclectica Asset Management
5/9/2017, video: Hugh Hendry, CIO of Eclectica Asset Management
2015, reading: Hugh Hendry: How I Learned To Stop Worrying And Love The Bomb 


Carl Icahn, Icahn Associates
2015, video: Carl Icahn at the DealBook Conference 
2015, video: Carl Icahn at Wall Street Week, part 1
2015, video: Carl Icahn at Wall Street Week, part 2
Video: Carl Icahn on 60 Minutes


Jonathon Jacobson, Highfields Capital
8/5/2017, reading: Highfields Capital Warns About Quants, Complacency


Paul Tudor Jones
4/20/2017, reading: Paul Tudor Jones Says U.S. Stocks Should 'Terrify' Janet Yellen
2010, reading: Paul Tudor Jones on "Reminiscence of a Stock Operator"
1987, video: FNN: Market Wrap October 19, 1987 (with Paul Tudor Jones)
There is an incredible documentary called "Trader" which every once in a while surfaces on Youtube. It is an absolutely fascinating watch. Unfortunately Paul Tudor Jones himself is not fond of it and Youtube removes the video shortly after someone uploads it.


Jason Karp, Tourbillon Capital
6/26/2017, reading: Tourbillon Capital's Jason Karp: "This market doesn't make any sense"


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


Seth Klarman, Baupost Group
2/6/2017, reading: A Quiet Giant of Investing Weighs In on Trump
2015, reading: Santangel's Review: The Collected Wisdom of Seth Klarman
2015, reading: Excerpts from Baupost Partner Brian Spector's retirement letter 
2013, reading: The Great Baupost Madoff Claim Trade
2011, video: Charlie Rose interviews Seth Klarman
2010, reading: Seth Klarman The Forgotten Lessons
2010, reading: Seth Klarman Interview with Jason Zweig
2009, video: Seth Klarman on Value investing, Investment Strategies and Advice for Success 
1989, reading: Fortune: Are these the new Warren Buffetts? 


Michael Krensavage, Krensavage Asset Management
2016, video: Why one firm is staying short on Concordia 


Philippe Laffont, Coatue Management
2016, reading: Bubbles, chasms and 'dreaming the dream'
Video: Philippe Laffont, Coatue Management at OneWire (1/2)
Video: Philippe Laffont, Coatue Management at OneWire (2/2)


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


Jorge Paolo Lemann, 3G Capital
4/18/2017, video: Warren Buffett and Jorge Paulo at the HBS Brazil Conference
4/26/2016, video: Jim Collins Interviews Jorge Paulo Lemann at HBS Brazil Conference 2016
Reading: A Bet on a Brazilian Brewery Pays Off for 3 Investors (NYT, 2004)


Dan Loeb, Thirdpoint Capital
Video: Dan Loeb speaks at Birthright Alumni Community


Peter Lynch (formerly Fidelity Magellan Fund)
5/4/2017, video: War Stories over Board Games (II) 
2015, reading: Peter Lynch, 25 Years Later: It’s Not Just ‘Invest in What You Know’ (WSJ)
1997, video: Peter Lynch: How To Pick Stocks
Video: Sir John Templeton and Peter Lynch


Howard Marks, Oaktree Capital Management
8/2/2017, video: Oaktree's Howard Marks on Bloomberg TV (discussing "Here They Go Again ... Again" memo)
Howard Marks: The Truth about Investing (blog post)
2017, slide deck: Howard Marks: The Truth about Investing
2017, video: Howard Marks: The Truth about Investing
Video: Wharton: Howard Marks Investor Series with Bruce Karsh
Famous memos:
2017: There They Go Again … Again
2011: How Quickly They Forget
2007: The Race to the Bottom
2005: There They Go Again



David Martinez, Fintech Advisory
2016, reading: Mysterious Bond Billionaire Offers Rare Look at Finances


Bill Miller, Miller Value Partners
7/18/2017, reading: Without A Boss Bill Miller Is Betting On Amazon, Bitcoin And Bob Dylan


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)


Mason Morfit, ValueAct Capital
Video: Mason Morfit at Stanford on Shareholder Activism


William von Mueffling
2010, reading: A Hedge-Fund Manager's New Groove (WSJ)


John Paulson, Paulson & Co.
2014, video: John Paulson at Delivering Alpha


Nelson Peltz, Trian Partners
7/22/2017, activist campaign: Trian Partners Procter & Gamble Activist Campaign Website


Richard Perry
1989, reading: Fortune: Are these the new Warren Buffetts? 


Michael Price
1989, reading: Fortune: Are these the new Warren Buffetts?


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


Julian Robertson, Tiger Management
Video: OneWire conversation with Julian Robertson, Tiger Management
Video: Opalesque interview with Julian Robertson, Part 1
Video: Opalesque interview with Julian Robertson, Part 2


Robert Robotti, Robotti & Co.
2017, slide deck: Bob Robotti: Making America Great Again One House At A Time (BLDR)


Jim Rogers
1992, reading: Mr. Rogers Takes His Dream Trip (Fortune)


Ruane, Cunniff & Goldfarb (Sequoia Fund)
8/13/2017, reading: An epic winning streak on Wall Street — then one ugly loss
5/19/2017, reading: Ruane, Cunniff & Goldfarb (Sequoia Fund) 2017 Investor Day Transcript


Tom Russo, Gardner, Russo & Gardner
7/11/2017, reading: Tom Russo on Shareholder Value Creation and Global Brands
7/10/2017, podcast: Capital Allocators Podcast: Tom Russo of Gardner Russo & Gardner
2015, slide deck: Thomas Russo: Capacity to Suffer, Global Value Investing
2015, video: Talks at Google: Thomas Russo on Global Value Investing


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


Andrew Sandler, Sandler Capital
2016, reading: Hedge Fund Winner Andrew Sandler (Barron's)


Jim Simons, Renaissance Technologies
2015, video: Jim Simons A rare interview with the mathematician who cracked Wall Street 
2015, video: Numberphile: interview with James Simons
2013, video: MIT World: Jim Simons
2016, reading: Inside Renaissance Technologies (Bloomberg)


Paul Singer, Elliott Management
8/8/2017, reading: Paul Singer: The World’s Most Feared Investor (Bloomberg list of all of Elliott's activist targets)
8/3/2017, reading: Paul Singer Says Passive Investing Is ‘Devouring Capitalism’
10/31/2016, video: WSJ Conversation with Paul Singer about Activism
6/8/2017, video: Paul Singer Interview with David Rubenstein (Bloomberg "Peer to Peer" show)
6/7/2017, reading: Paul Singer: The Last Hedge Fund Pit Bull (Institutional Investor)
5/27/2017, reading: Paul Singer's Five Investing Lessons
5/7/2017, reading: Paul Singer’s Flagship Fund Raises $5 Billion in 24 Hours
2/1/2017, reading: Paul Singer: 'Complacency permeates global financial markets'


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


George Soros
Soros Channel on Youtube
2016, reading: Soros: Brexit and the Future of Europe
2016, reading: Longshorttrader: Parsing Soros’ comments on Europe
2009, video: George Soros interview - Financial Times
1998, video: George Soros with Charlie Rose -1998
1995, video: George Soros with Charlie Rose -1995
1995, reading: Soros: Anatomy of a Comeback (Bloomberg)
1994, video: George Soros, Stan Druckenmiller (Money World, May 1, 1994)
1998, video: George Soros with Charlie Rose (1998)


Michael Steinhardt
2010, reading: Benzinga Interviews Hedge Fund Legend Michael Steinhardt


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


Luis Stuhlberger, Verde Asset Management
2015, reading: Brazil Hedge Fund Star Looks Elsewhere for His Next Big Bet


John Templeton
1989, video: John Templeton at Wall Street Week


Ed Thorp (formerly Princeton Newport Partners)
7/22/2017, reading: Tren Griffin: A Dozen Lessons on Investing from Ed Thorp
7/17/2017, reading: Jay Regan, Investing Pioneer and Ed Thorp's Partner at Princeton Newport
7/15/2017, podcast: Ed Thorp Interview on Masters in Business
2/3/2017, reading: Ed Thorp: the man who beat the casinos, then the markets (FT) 


Jeffrey Ubben, ValueAct Capital
Video: Jeffrey Ubben: The Evolution of the Active Value Investment Style (1)
Video: Jeffrey Ubben: The Evolution of the Active Value Investment Style (2)
Video: Reuters Panel: the future of activism


Robert Vinall, RV Capital
2017, slide deck: Robert Vinall: Identifying Managers with Talent and Integrity


Adam Weiss, Stillwater Investment Management
2015, reading: Adam Weiss Interview with ValueInvestor Insight


Ted Weschler, Berkshire Hathaway
2016, reading: Interview with Ted Weschler: The recipe for financial success


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


Neil Woodford, Woodford Investment Management
2016, reading: How the Oracle of Oxford Won a Cult Following


Donald Yacktman
Video: Talks at Google: Donald Yacktman


Sam Zell
8/16/2017, reading: Sam Zell on Global Growth: “Where’s the Demand?” (CFA Institute)
Video: Sam Zell: What 50 years in Real Estate Will Teach You
2012, reading: Columbia Graham & Doddsville: Sam Zell Interview