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Money managers, talking their book · a new issue every Sunday

Every week — what every money manager is saying.
In one email.

Fund managers, strategists, famous investors — when they say what they're positioned in, on a podcast or on TV or in a letter, we capture it. Who's recommending what, where they agree, and who just changed their mind. We process ~202 hours of listening this week alone.

Every week, every outlet — this week's run:

202hrs
of podcasts, TV & interviews — this week alone
1521
episodes, clips & articles processed
1117
trading ideas extracted & attributed
1882
named investors with at least one attributed idea (all time)

Live numbers from this week's run — recomputed every Sunday, not marketing copy.

Live from the corpus · last 90 days

Where they agree.

Every speaker's most recent stance, one per person. The strongest signal first: the trades serious people independently agree on.

Gold BULLISH 69–13Energy BULLISH 72–2META BULLISH 58–9NVDA BULLISH 54–11MSFT BULLISH 41–9Semiconductors BULLISH 40–10AMZN BULLISH 43–2Oil BULLISH 33–8

Where they split

Long-duration Treasuries61 bullish · 67 bearish
BULLISH Kenny Polcari, Stephen Miran, Colin Martin +58 more
BEARISH Lynn Alden, Gita Gopanath, Ed Yardeni +64 more
S&P 50093 bullish · 56 bearish
BULLISH Ed Yardeni, Adam Parker, Bryn Talkington +90 more
BEARISH Darius Dale, Warren Pies, Alex Altmann +53 more
US Treasuries84 bullish · 53 bearish
BULLISH Gabrielle Santos, Earl Davis, Bob Dahl +81 more
BEARISH Neil Dutta, Rebecca Walzer, Alex Altmann +50 more
BIG TECH35 bullish · 23 bearish
BULLISH Tom Lee, Jordan Jackson, Mark Mahaney +32 more
BEARISH Stephen Weiss, Gary Kaltbaum, Dan Greenhaus +20 more
CRWV25 bullish · 21 bearish
BULLISH Guy Adami, Karen Finerman, Mike Lee +22 more
BEARISH Drew Pettit, Dan Niles, George Noble +18 more

Changed their mind →

Raoul Pal on US dollar: bullish → bearish after 1,607 days
David Rosenberg on Long-duration Treasuries: bullish → bearish after 63 days
Keith Mccullough on Gold: bullish → bearish after 2,609 days
Whitney Tilson on S&P 500: bullish → bearish after 2,410 days

Every issue we have published: the archive — 19 weeks of who was saying what.

Who said it and where — in the free Sunday email. Follow an investor and their new calls lead The Brief the next morning — the free daily email.

Where we listen

All-InOdd LotsMasters in BusinessInvest Like the BestCapital AllocatorsIn Good CompanyReal VisionMacro VoicesCNBC HalftimeFast MoneyWealthionThe CompoundGrant WilliamsThe Acquirers PodcastForward GuidanceBg2 PodIdea BrunchNet InterestDamodaran+ 90 more shows & searches

Disclaimer

For informational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Idea Scout aggregates public statements by the named speakers; it does not validate them. Attribution is automated from source video and transcript and may contain errors. Do your own research.

Inside this week's issue

Speaker track records →

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The record — how we test claims · what we've killed.