Money managers, talking their book · a new issue every Sunday
Every week — what every money manager is saying.
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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 ~356 hours of listening this week alone.
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Every Sunday: where they agree, where they split, and the paired trades they describe — each idea tied to a named manager, from the source. One email, no daily blasts.
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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.
Where they split
BEARISH Savita Subramanian, Neil Dutta, Jeffrey Gundlach +23 more
BEARISH Dan Suzuki, Neil Dutta, Jeffrey Gundlach +19 more
BEARISH Richard Bernstein Janus Henderson, Nate Geraci, Felix Jauvin +28 more
BEARISH David Einhorn, Henrik Zeberg, Scott Chronert +9 more
BEARISH Aswath Damodaran, Chris Whalen, Ed Zitron +7 more
Changed their mind
Who said it and where — in the free Sunday email. The source link and the quote ride in The Brief — the daily edition.
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 & searchesDisclaimer
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.