Money managers, talking their book · a new issue every Sunday
Every week, it would take you all week to hear what they said.
We send it in one email.
When someone who runs real money says what they're positioned in — on a podcast, on TV, in an interview or a letter — that's worth hearing. We track money managers talking their book: who's recommending what, where they agree, where they split, and the paired trades they describe. Not editor picks. Not anchors. People with skin in the game. We process ~133 hours of listening this week alone. 595 hours synthesized so far.
Every week, every outlet — this week's run:
133hrs
of podcasts, TV & interviews — this week alone
202
episodes, clips & articles processed
377
trading ideas extracted & attributed
326
named investors tracked, with firms
Live numbers from this week's run — recomputed every Sunday, not marketing copy.
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Live from the corpus · last 90 days
Where the crowd stands.
Every speaker's most recent stance, one per person. The weekly email tracks what's new — this is the standing state of the argument: who's split, who's unanimous, and who just changed their mind.
SPX14 long · 12 short
LONG Louis Vincent Gave Gavekal, Larry Fink, Vance Howard (Howard Capital) +11 more
SHORT Cem Karsan Kai Volatility Advisors, Mike Novogratz, Jeremy Grantham +9 more
SHORT Cem Karsan Kai Volatility Advisors, Mike Novogratz, Jeremy Grantham +9 more
USTS14 long · 6 short
LONG Luke Gromen, Louis Vincent Gave Gavekal, Joe Terranova (Virtus) +11 more
SHORT Andrew Sarna Fourth Lane Partners, Chris Whalen, Chad Morganlander +3 more
SHORT Andrew Sarna Fourth Lane Partners, Chris Whalen, Chad Morganlander +3 more
BIG_TECH6 long · 7 short
LONG Ed Yardeni, Bill Baruch (Blue Line), Bryn Talkington (Requisite) +3 more
SHORT Luke Gromen, Ray Dalio, Scott Galloway +4 more
SHORT Luke Gromen, Ray Dalio, Scott Galloway +4 more
BITCOIN6 long · 6 short
LONG Luke Gromen, Hugh Hendry, Tom Lee (Fundstrat) +3 more
SHORT Jim Chanos, Lyn Alden, Chris Whalen +3 more
SHORT Jim Chanos, Lyn Alden, Chris Whalen +3 more
USD5 long · 6 short
LONG Hugh Hendry, Henrik Zeberg, Michael Howell Crossborder Capital +2 more
SHORT Jeff Snider, Kamakshya Trivedi, Patrick Ceresna (Macro Voices) +3 more
SHORT Jeff Snider, Kamakshya Trivedi, Patrick Ceresna (Macro Voices) +3 more
GOLD LONG 26–1OIL LONG 13–1COMMODITIES_BROAD LONG 9–1META LONG 9–1GOOGL LONG 7–1COPPER LONG 7–0INDUSTRIALS LONG 6–1AMZN LONG 6–1
Changed their mind
Nouriel Roubini on USTS: short → long after 1,263 days
Nouriel Roubini on USD: short → long after 363 days
Mike Novogratz on SPX: long → short after 268 days
Louis Vincent Gave Gavekal on USTS: long → short after 225 days
Who said it, where, with the source link — in the free Sunday email.
ConsensusThemes where 3+ independent voices land on the same side — with names attached.
DivergenceWhere serious people take opposite sides of the same trade. The split is the signal.
Paired & multi-leg tradesHedges, pairs, spreads, baskets — relationship trades captured whole, not flattened.
Skin in the gameEvery idea tied to a named manager and firm, from the source — their own book, not someone else's coverage.
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 & searchesThe fine print — read it
This is a consensus tracker, not a pick list. It aggregates public statements; it does not validate them. A manager talking their book is self-interested by definition — that's exactly why it's worth hearing (they're actually positioned), and exactly why it isn't advice. The speaker scoreboard is raw direction-aware forward returns — in a rising market that mostly measures who was long, not who has skill. Attribution is automated from source video and transcript and may contain errors. Nothing here is investment advice. If you want validated, permutation-tested picks with a published methodology, that's our other product — c8alpha, including the graveyard of everything we tested and killed.