Investors · stance tracking

Who's saying what.

Structured, dated tracking of what 845 investors and strategists with a dated stance on record argue in public (428 have a page here) — 8,035 stances from 2,419 episodes and articles, each dated to the appearance it came from. Sorted by 90-day return, highest first — in a rising market this mostly ranks who was long, not who has skill; click a column to re-sort. Methodology.

Stances tracked here are c8alpha's editorial distillation of public commentary (television, podcasts, interviews), compiled by automated transcript analysis and dated to the episode. They may lag and may contain extraction errors. None of the people listed are affiliated with c8alpha or have endorsed these pages. Nothing here is investment advice.

Think we got something wrong? Report a misattribution — we correct it or take it down.

Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.

Voice Role Stances Returns Most argued Last heard
Nick LawsonExecutive Chairman, Ocean Wall790d +41.4% (n=5) · 180d +50.3% (n=5) · 1y +52.4% (n=5)CCJ2025-05-22
Dennis HongFounder & CIO, ShawSpring Partners690d +35.7% (n=5) · 180d +64.0% (n=5) · 1y +93.7% (n=5)SE2020-10-21
Capital FlowsFounder, Capital Flows Research690d +29.4% (n=11) · 180d +39.7% (n=11) · 1y +36.3% (n=11)BITCOIN2025-04-18
Jason KatzGuest590d +28.9% (n=5) · 180d +20.1% (n=5)SPX2025-10-27
Dan DolevManaging Director, Fintech Equity Research, Mizuho Securities590d +25.7% (n=5) · 180d -13.0% (n=5) · 1y +16.8% (n=5)ACN2024-10-07
Trey ReikManaging Director, SEDA Experts1090d +22.5% (n=12) · 180d +29.3% (n=12)GOLD2026-09-02
Bill Baruch (Blue Line)Founder, Blue Line Capital & Futures690d +21.1% (n=6) · 180d +35.3% (n=6)Big Tech2026-07-10
Anthony ScaramucciFounder, SkyBridge Capital1190d +20.7% (n=7) · 180d +17.5% (n=7) · 1y +41.1% (n=7)BITCOIN2026-06-12
David IbenCIO, Kopernik Global Investors990d +20.3% (n=5) · 180d +13.8% (n=5) · 1y +48.9% (n=5)CK2025-03-13
Shay BoloorChief Market Strategist, Futurum Equities Research490d +19.7% (n=10) · 180d +23.4% (n=10) · 1y +104.3% (n=10)AMD2025-07-04
David SacksVC — Craft Ventures1090d +18.9% (n=8) · 180d +29.4% (n=6) · 1y +71.1% (n=6)NVDA2026-08-29
John WaldieSenior Portfolio Manager, SCP Resource Finance490d +18.0% (n=6) · 180d +25.3% (n=6)GOLD2025-09-29
Rick RuleFormer CEO, Sprott US Holdings4990d +16.4% (n=42) · 180d +28.5% (n=42) · 1y +49.2% (n=36)GOLD2026-07-10
Stig BrodersenCo-founder & Host, The Investor's Podcast Network690d +16.3% (n=8) · 180d +24.9% (n=8) · 1y +51.1% (n=7)ADBE2026-06-21
Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group4090d +16.1% (n=47) · 180d +29.0% (n=47) · 1y +40.7% (n=47)SPX2025-07-28
Joe MccannFounder & CIO, Asymmetric1390d +15.5% (n=11) · 180d +19.1% (n=11) · 1y +18.0% (n=9)BITCOIN2025-03-07
Thomas HayesGuest2390d +15.3% (n=12) · 180d +28.7% (n=12) · 1y +5.0% (n=7)INTC2026-07-27
Tom HayesGuest1690d +15.1% (n=6) · 180d +33.1% (n=6)BABA2026-07-28
Jordi VisserHead of AI Macro Nexus Research, 22V Research890d +15.0% (n=8) · 180d +11.0% (n=8) · 1y +22.5% (n=8)BITCOIN2025-07-09
James Citrini ResearchFounder, Citrini Research490d +14.6% (n=5) · 180d +15.2% (n=5) · 1y +47.3% (n=5)DEFENSE2025-05-16
Larry LepardManaging Partner, EMA21490d +14.2% (n=15) · 180d +34.1% (n=15) · 1y +39.7% (n=11)GOLD2025-09-09
Chris MayerPortfolio Manager, Woodlock House Family Capital2090d +13.7% (n=25) · 180d +18.5% (n=25) · 1y +21.7% (n=25)CPRT2025-04-07
Whitney TilsonFormer hedge fund manager — T2 Partners590d +13.6% (n=20) · 180d +15.4% (n=20) · 1y +30.8% (n=20)AXP2026-05-13
Gerald CelenteFounder & Publisher, Trends Research Institute / Trends Journal790d +12.5% (n=10) · 180d +17.9% (n=10) · 1y -3.0% (n=6)SILVER2025-10-17
Thomas LaffontCo-founder, Coatue Management590d +12.3% (n=6) · 180d +28.3% (n=6) · 1y +30.5% (n=6)APP2025-06-21
Alan HibbardPrecious Metals & Alternative Money Specialist, GoldSilver.com1090d +11.8% (n=10) · 180d +19.6% (n=10) · 1y +50.2% (n=6)GOLD2025-10-09
Per JanderDirector, Nuclear Fuel & Investor Services, WMC390d +11.2% (n=5) · 180d +22.0% (n=5) · 1y +32.6% (n=5)CCJ2025-06-03
David FriedbergCEO, Ohalo; co-host, All-In1490d +10.8% (n=13) · 180d +15.1% (n=12) · 1y +31.6% (n=11)GOOGL2026-08-31
Mel MattisonGuest1190d +10.5% (n=9) · 180d +13.4% (n=9) · 1y +19.2% (n=9)Long Dur Treasuries2025-04-16
Henrik ZebergHead Macroeconomist, Swissblock990d +10.2% (n=8) · 180d +1.8% (n=8) · 1y +11.9% (n=8)BITCOIN2026-06-26
Joel GreenblattCo-CIO, Gotham Asset Management2190d +10.1% (n=8) · 180d +15.0% (n=8) · 1y +14.1% (n=8)AAPL2026-08-29
Scott SchwartzPrincipal, OnePoint BFG Wealth Partners2590d +9.9% (n=14) · 180d +21.8% (n=14) · 1y +21.0% (n=11)HEALTHCARE SECTOR2025-10-03
Brett RentmeesterCIO, Jaggi Family Office5590d +9.7% (n=49) · 180d +16.2% (n=48) · 1y +18.3% (n=32)GOLD2026-07-27
Jim Lebenthal (Cerity)Partner, Cerity Partners4590d +9.2% (n=36) · 180d +12.9% (n=32) · 1y +21.1% (n=24)C2026-08-11
Brad GerstnerFounder & CEO, Altimeter Capital4990d +9.2% (n=34) · 180d +11.2% (n=33) · 1y +36.6% (n=26)NVDA2026-08-08
Francis HuntFounder, The Market Sniper1190d +8.9% (n=11) · 180d +18.5% (n=11) · 1y +20.4% (n=10)GOLD2025-08-21
Geo ChenAuthor, Fidenza Macro690d +8.8% (n=7) · 180d +2.9% (n=7) · 1y +16.3% (n=7)BANKS2024-10-05
Jonathan WellumCEO & CIO, RockLinc Investment Partners12390d +8.8% (n=132) · 180d +18.1% (n=131) · 1y +31.6% (n=105)GOLD2026-08-21
Bill NygrenPortfolio manager, Oakmark Funds7890d +8.8% (n=64) · 180d +11.2% (n=59) · 1y +16.4% (n=40)BANKS2026-07-30
Warren PiesCo-founder, 3Fourteen Research1190d +8.6% (n=13) · 180d +10.8% (n=13) · 1y +28.1% (n=13)Long Dur Treasuries2025-04-18
John BuckinghamCIO, Value87 Investment Partners890d +8.5% (n=6) · 180d +2.9% (n=6) · 1y +53.1% (n=6)AAPL2024-11-01
Jurrien TimmerDirector of Global Macro, Fidelity Investments790d +8.2% (n=8) · 180d +6.3% (n=8) · 1y +20.9% (n=8)SPX2024-10-29
Dan Nathan (RiskReversal)Trader & co-host, RiskReversal Media590d +8.0% (n=5) · 180d +10.3% (n=5)COST2026-01-07
Peter SchiffCEO & Chief Global Strategist, Euro Pacific Capital890d +7.9% (n=15) · 180d +7.9% (n=15) · 1y +23.7% (n=15)Long Dur Treasuries2024-12-30
Cathie WoodCEO & CIO, ARK Invest14190d +7.9% (n=77) · 180d +7.2% (n=73) · 1y +18.6% (n=39)BITCOIN2026-08-18
Jason CalacanisAngel investor1490d +7.8% (n=10) · 180d +27.8% (n=10) · 1y +47.2% (n=9)GOOGL2026-08-08
Ronnie StoeferleManaging Partner, Incrementum AG590d +7.7% (n=6) · 180d +20.0% (n=6) · 1y +43.6% (n=6)BITCOIN2025-05-20
David WargoCEO & Head of Investment Banking, SCP Resource Finance1090d +7.6% (n=9) · 180d +18.1% (n=9) · 1y +28.7% (n=6)MEI2025-10-24
John BurbankFounder, Passport Capital890d +7.5% (n=5) · 180d +35.8% (n=5) · 1y +26.7% (n=5)Commodities Broad2019-09-24
Warren BuffettChairman, Berkshire Hathaway5190d +7.3% (n=25) · 180d +9.9% (n=24) · 1y +9.9% (n=24)BANKS2023-12-20
Scott GallowayNYU Stern professor & podcast host2690d +7.3% (n=14) · 180d +24.9% (n=7) · 1y +19.2% (n=5)ENERGY2026-08-17
Felix JauvinCo-host, Forward Guidance (Blockworks)8290d +7.0% (n=80) · 180d +8.3% (n=74) · 1y +11.9% (n=68)BITCOIN2026-08-27
Michael NicoletosFounder & CEO, DeFi Advisors1190d +6.9% (n=9) · 180d +1.5% (n=9) · 1y +13.3% (n=9)SPX2024-10-19
Lobo TiggreFounder & Editor, IndependentSpeculator.com1690d +6.8% (n=21) · 180d +21.4% (n=21) · 1y +59.6% (n=21)URANIUM2026-08-05
Tavi CostaPartner, Crescat Capital2590d +6.7% (n=27) · 180d +23.8% (n=27) · 1y +29.7% (n=27)GOLD2025-08-14
Terry SmithFounder & CIO, Fundsmith5690d +6.5% (n=21) · 180d +11.3% (n=14) · 1y +12.0% (n=11)FTNT2026-07-27
Danny DayanCIO, DWD Partners1390d +6.5% (n=17) · 180d +7.6% (n=17) · 1y +11.6% (n=17)SPX2025-07-30
Chris VermeulenFounder & Chief Investment Strategist, The Technical Traders2690d +6.5% (n=32) · 180d +6.8% (n=32) · 1y +8.7% (n=32)GOLD2025-08-12
Ben CarlsonDirector of institutional AM, Ritholtz Wealth2590d +6.4% (n=15) · 180d +7.8% (n=13) · 1y +5.8% (n=13)BITCOIN2026-08-26
Seth KlarmanCEO, Baupost Group4490d +5.8% (n=14) · 180d +7.5% (n=14) · 1y +48.5% (n=14)Commercial Real Estate2026-06-19
Paul Tudor JonesFounder/CIO, Tudor Investment Corp5490d +5.8% (n=50) · 180d +4.1% (n=41) · 1y +15.0% (n=26)BITCOIN2026-06-28
Grant WilliamsFinancial writer & podcast host2590d +5.7% (n=22) · 180d +8.7% (n=12)GOLD2026-08-19
Bryn Talkington (Requisite)Managing Partner, Requisite Capital1390d +5.6% (n=8) · 180d +3.2% (n=8) · 1y -3.1% (n=5)RSP2026-08-18
Peter BoockvarCIO, OnePoint BFG Wealth Partners4090d +5.5% (n=20) · 180d +10.1% (n=20) · 1y +18.9% (n=20)SPX2026-07-15
Patrick BoyleFinance professor; ex-hedge fund manager3190d +5.5% (n=19) · 180d +14.8% (n=14) · 1y +18.1% (n=9)TSLA2026-08-29
Marko PapicGeopolitical macro strategist7390d +5.5% (n=62) · 180d +6.5% (n=61) · 1y +6.0% (n=49)USD2026-03-17
Stephanie Link (Hightower)Chief Investment Strategist, Hightower4190d +5.5% (n=14) · 180d +8.1% (n=10) · 1y +25.2% (n=6)META2026-08-18
Bill MillerFounder, Miller Value Partners (retired)7590d +5.4% (n=53) · 180d +3.1% (n=48) · 1y +22.2% (n=45)BITCOIN2026-03-21
Jim Cramer (CNBC)Host, CNBC's Mad Money4390d +5.4% (n=11) · 180d +6.1% (n=11)CRS2026-07-10
Dave CollumProfessor of Chemistry, Cornell University690d +5.4% (n=7) · 180d +33.2% (n=7) · 1y +13.8% (n=7)BITCOIN2025-08-25
Barry SternlichtChairman/CEO, Starwood Capital3190d +5.3% (n=13) · 180d +3.1% (n=11) · 1y -11.7% (n=6)Commercial Real Estate2026-05-07
Kevin GrimesCEO & CIO, Grimes & Company2290d +5.3% (n=18) · 180d +6.2% (n=18) · 1y +6.0% (n=18)USTS2025-09-05
Carl IcahnActivist investor — Icahn Enterprises2390d +5.2% (n=10) · 180d -0.9% (n=10) · 1y +7.3% (n=10)ENERGY2022-11-22
Stanley DruckenmillerChairman/CEO, Duquesne Family Office6890d +5.2% (n=49) · 180d +7.5% (n=42) · 1y +29.3% (n=25)GOLD2026-08-21
Jared DillianAuthor, The Daily Dirtnap3390d +5.2% (n=34) · 180d +6.4% (n=34) · 1y +6.7% (n=34)Commodities Broad2026-08-05
Andy LeesFounder, Macrostrategy Partnership490d +5.1% (n=5) · 180d +2.7% (n=5) · 1y +8.6% (n=5)ENERGY2025-02-26
Michael BatnickManaging Partner, Ritholtz Wealth4990d +4.9% (n=41) · 180d +13.9% (n=33) · 1y +33.2% (n=29)BITCOIN2026-08-14
David EinhornFounder, Greenlight Capital5490d +4.6% (n=23) · 180d +8.4% (n=17) · 1y +8.7% (n=15)GOLD2026-05-19
Meb FaberCo-founder & CIO, Cambria6990d +4.5% (n=35) · 180d +8.3% (n=35) · 1y +15.3% (n=24)International Dev2026-02-28
Quinn ThompsonFounder & CIO, Lekker Capital9190d +4.5% (n=100) · 180d +6.9% (n=92) · 1y +12.4% (n=78)GOLD2026-08-27
Tyler NevilleTrader, Muddy Waters Capital10590d +4.5% (n=116) · 180d +5.8% (n=107) · 1y +17.3% (n=87)BITCOIN2026-08-07
Jim GrantEditor, Grant's Interest Rate Observer990d +4.4% (n=5) · 180d +14.1% (n=5) · 1y +65.7% (n=5)GOLD2026-06-12
Mohnish PabraiFund manager — Pabrai Investment Funds10190d +4.0% (n=42) · 180d +13.3% (n=27) · 1y +19.0% (n=26)SPX2026-08-27
John RubinoAuthor & Newsletter, JohnRubino.Substack.com390d +3.8% (n=6) · 180d +7.8% (n=6) · 1y +18.8% (n=6)AI / MEGA-CAP TECH STOCKS (NVIDIA, 2020S ANALOG TO DOT-COM)2025-03-20
James LavishCo-Managing Partner, Bitcoin Opportunity Fund590d +3.6% (n=6) · 180d +12.2% (n=6) · 1y +17.1% (n=6)BITCOIN2025-01-10
Larry McdonaldFounder, The Bear Traps Report3290d +3.6% (n=24) · 180d +9.9% (n=24) · 1y +37.1% (n=24)ENERGY2026-06-11
Michael HowellLiquidity strategist — CrossBorder Capital9990d +3.6% (n=70) · 180d +7.2% (n=48) · 1y +21.2% (n=30)GOLD2026-08-27
David CervantesFounder, Pinebrook Capital Management1190d +3.6% (n=8) · 180d +6.3% (n=7) · 1y +11.8% (n=7)BANKS2026-06-03
Matt Hougan (Bitwise)CIO, Bitwise Asset Management890d +3.5% (n=7) · 180d -8.6% (n=7)BITCOIN2026-09-02
Tom GaynerCEO, Markel Group1390d +3.5% (n=15) · 180d +5.4% (n=14) · 1y +7.3% (n=12)DEO2026-05-08
Chris DavisChairman, Davis Advisors3590d +3.4% (n=28) · 180d +1.4% (n=13) · 1y -4.5% (n=10)COF2026-06-05
Dan LoebFounder/CEO, Third Point2890d +3.4% (n=13) · 180d +3.7% (n=8) · 1y +0.7% (n=7)AMZN2026-06-05
Andreas Steno LarsenFounder & CEO, Steno Research590d +3.4% (n=6) · 180d +6.1% (n=6) · 1y +23.3% (n=6)BITCOIN2026-08-27
Ram AhluwaliaCEO, Lumida Wealth3390d +3.3% (n=35) · 180d -3.4% (n=35) · 1y +19.2% (n=35)Private Credit2024-11-30
Ron WilliamFounder & Market Strategist, RW Advisory890d +3.2% (n=12) · 180d +4.3% (n=12) · 1y +12.3% (n=12)BITCOIN2024-11-30
Kris SidialCo-CIO, Ambrus Group490d +3.2% (n=5) · 180d +17.4% (n=5) · 1y +9.3% (n=5)VOL2024-11-07
Vincent DeluardGlobal Macro Strategist, StoneX1590d +3.1% (n=12) · 180d +4.6% (n=12) · 1y +13.0% (n=12)SPX2025-08-04
Karen Finerman (Metropolitan)CEO, Metropolitan Capital Advisors1390d +3.1% (n=14) · 180d +17.8% (n=14)C2026-01-23
Chris BloomstranPresident & CIO, Semper Augustus Investments4090d +3.1% (n=33) · 180d -2.7% (n=30) · 1y -6.8% (n=29)BRK2026-09-02
Chamath PalihapitiyaFounder, Social Capital5390d +3.0% (n=51) · 180d +7.8% (n=46) · 1y +14.1% (n=43)GOOGL2026-07-31
Jc ParetsFounder & Chief Market Strategist, All Star Charts2190d +2.9% (n=27) · 180d +12.6% (n=27) · 1y +20.5% (n=27)ALNY2025-07-18
Joseph WangCIO, Monetary Macro690d +2.9% (n=14) · 180d +6.0% (n=14) · 1y +3.9% (n=14)SPX2026-06-17
Aswath DamodaranProfessor of finance, NYU Stern2890d +2.8% (n=13) · 180d +19.9% (n=13) · 1y +99.6% (n=6)GOLD2026-08-31
Francois RochonPresident & Portfolio Manager, Giverny Capital690d +2.6% (n=6) · 180d +1.0% (n=6) · 1y +10.9% (n=6)BITCOIN2024-12-22
Ed YardeniPresident, Yardeni Research13490d +2.5% (n=59) · 180d +6.5% (n=55) · 1y +14.5% (n=20)SPX2026-08-17
Zoltan PozsarFounder, Ex Uno Plures; ex-Credit Suisse5590d +2.5% (n=43) · 180d +3.7% (n=43) · 1y +9.4% (n=39)GOLD2026-02-12
Bill AckmanCEO, Pershing Square11590d +2.5% (n=66) · 180d -0.8% (n=52) · 1y +0.1% (n=21)HHH2026-07-20
Bob ElliottCEO & CIO, Unlimited Funds2090d +2.2% (n=16) · 180d +3.1% (n=16) · 1y +14.2% (n=16)GOLD2026-08-31
Larry FinkChairman/CEO, BlackRock4590d +2.2% (n=29) · 180d +5.9% (n=27) · 1y +17.6% (n=11)SPX2026-07-15
Darius DaleFounder & CEO, 42 Macro2390d +2.1% (n=12) · 180d +14.5% (n=12) · 1y +16.4% (n=11)Long Dur Treasuries2026-08-25
Jeremy SchwartzGlobal CIO, WisdomTree890d +2.1% (n=7) · 180d +3.2% (n=7) · 1y +7.2% (n=7)Long Dur Treasuries2024-10-05
Andy SchwartzCo-Founder & Managing Partner, Bleakley Financial Group1390d +2.0% (n=8) · 180d +3.4% (n=8) · 1y +4.2% (n=8)BITCOIN2025-09-26
John CiampagliaCEO, Sprott Asset Management690d +2.0% (n=6) · 180d +6.2% (n=6) · 1y +56.5% (n=6)GOLD2024-11-09
Michael OliverFounder, Momentum Structural Analysis1590d +1.9% (n=25) · 180d +5.0% (n=24) · 1y +28.0% (n=24)GOLD2026-03-24
David HunterChief Macro Strategist, Contrarian Macro Advisors590d +1.8% (n=6) · 180d +17.2% (n=6) · 1y +42.1% (n=6)Big Tech2025-05-21
Nouriel RoubiniEconomist; professor emeritus, NYU Stern7090d +1.7% (n=56) · 180d +4.1% (n=48) · 1y +6.3% (n=36)Long Dur Treasuries2026-06-22
Jim BiancoMacro strategist — Bianco Research3490d +1.6% (n=28) · 180d +4.9% (n=22) · 1y +8.1% (n=18)Long Dur Treasuries2026-08-03
Jesse FelderAuthor, The Felder Report2090d +1.6% (n=20) · 180d +1.8% (n=20) · 1y -2.8% (n=20)ENERGY2026-08-04
Josh WolfeCo-founder, Lux Capital2090d +1.5% (n=14) · 180d +1.4% (n=14) · 1y +2.0% (n=10)DEFENSE2026-06-24
Andy ConstanFounder & Macro Strategist, Damped Spring Advisors890d +1.5% (n=8) · 180d +1.6% (n=8) · 1y +2.6% (n=8)BITCOIN2025-08-06
Jenny Harrington (Gilman Hill)CEO, Gilman Hill Asset Management2190d +1.5% (n=18) · 180d +0.3% (n=16) · 1y +16.4% (n=7)CAG2026-08-21
Russell NapierMarket strategist & financial historian2690d +1.4% (n=16) · 180d +3.1% (n=16) · 1y +14.3% (n=6)GOLD2026-01-30
Jeff DegraafFounder & Chairman, Renaissance Macro Research1090d +1.4% (n=8) · 180d +6.5% (n=8) · 1y +11.3% (n=8)BANKS2025-03-05
Sven CarlinFounder, Sven Carlin Research Platform1190d +1.4% (n=11) · 180d +0.9% (n=11) · 1y +10.6% (n=7)SPX2025-10-14
Joe Terranova (Virtus)Chief market strategist, Virtus7090d +1.4% (n=37) · 180d -2.8% (n=33) · 1y +14.1% (n=16)NVDA2026-09-01
Dev KantesariaManaging partner, Valley Forge Capital1490d +1.3% (n=16) · 180d +2.0% (n=16) · 1y +5.1% (n=16)AMZN2024-12-05
Jeff ParkPartner, ParaFi Capital990d +1.3% (n=6) · 180d +2.0% (n=6)BITCOIN2025-10-15
Nick ColasCo-Founder, DataTrek Research1190d +1.2% (n=8) · 180d +4.2% (n=8) · 1y +14.1% (n=7)SPX2026-08-24
Chris CaseyManaging Director, WindRock Wealth Management4390d +1.1% (n=38) · 180d +6.9% (n=38) · 1y +19.5% (n=33)Long Dur Treasuries2026-08-10
David RosenbergEconomist — Rosenberg Research8990d +1.1% (n=68) · 180d +2.7% (n=68) · 1y +8.3% (n=52)GOLD2026-09-02
Lyn AldenIndependent macro strategist16890d +1.1% (n=100) · 180d +2.4% (n=90) · 1y +26.2% (n=35)BITCOIN2026-08-31
Fran Ois RochonFund manager — Giverny Capital1890d +1.1% (n=16) · 180d -0.1% (n=12)BRO2026-03-19
Ray DalioFounder, Bridgewater Associates4690d +1.0% (n=30) · 180d +2.9% (n=21) · 1y +11.7% (n=14)GOLD2026-07-30
Ian BezekFinancial writer — Ian's Insider Corner590d +1.0% (n=7) · 180d +0.7% (n=7)ASR2026-01-18
Luke GromenMacro strategist — founder, FFTT16190d +1.0% (n=116) · 180d +1.3% (n=115) · 1y +12.4% (n=49)GOLD2026-08-29
Rick RiederCIO of Global Fixed Income, BlackRock2790d +1.0% (n=13) · 180d +0.2% (n=11)SPX2026-07-02
Christopher PerkinsHead of Franklin Crypto, Franklin Templeton490d +0.9% (n=5) · 180d -11.8% (n=5)BITCOIN2025-06-17
Jeffrey GundlachCEO/CIO, DoubleLine Capital19190d +0.9% (n=138) · 180d +1.4% (n=105) · 1y -0.3% (n=43)Long Dur Treasuries2026-08-03
Mark MobiusEM investor — ex-Franklin Templeton10390d +0.9% (n=51) · 180d +1.6% (n=51) · 1y +6.5% (n=36)India Equities2026-01-17
Steve Weiss (Short Hills)Founder, Short Hills Capital Partners2590d +0.9% (n=23) · 180d +5.1% (n=22) · 1y +17.7% (n=9)META2026-07-27
Louis Vincent GaveCo-founder & CEO, Gavekal5790d +0.8% (n=29) · 180d +4.0% (n=27) · 1y +6.9% (n=17)USTS2026-07-28
Mohamed El-ErianChief economic adviser, Allianz5290d +0.6% (n=35) · 180d +3.9% (n=31) · 1y +5.1% (n=12)USTS2026-07-07
Brent JohnsonCEO, Santiago Capital4190d +0.6% (n=32) · 180d +5.6% (n=23) · 1y +4.2% (n=21)USD2026-08-21
Le ShrubCIO, family office (Monaco)1490d +0.6% (n=16) · 180d +2.3% (n=16) · 1y +3.3% (n=16)Big Tech2025-07-20
Tim Seymour (Seymour Asset Mgmt)CIO, Seymour Asset Management2490d +0.5% (n=25) · 180d +0.0% (n=25) · 1y +19.0% (n=10)ASML2026-01-23
Kyle BassFounder/CIO, Hayman Capital7990d +0.4% (n=41) · 180d +0.8% (n=38) · 1y +0.3% (n=36)China Equities2026-05-11
Jessica RabeCo-Founder, DataTrek Research1590d +0.3% (n=12) · 180d +1.5% (n=10) · 1y +8.7% (n=9)Big Tech2026-07-13
Steve HankeProfessor of Applied Economics, Johns Hopkins University1490d +0.2% (n=14) · 180d +0.9% (n=14) · 1y -3.0% (n=14)SPX2026-08-06
Daniel LacalleChief Economist & CIO, Tressis1790d +0.2% (n=13) · 180d +4.3% (n=8) · 1y +17.8% (n=8)Commodities Broad2026-05-21
Peter TchirHead of Macro Strategy, Academy Securities890d +0.0% (n=6) · 180d +5.3% (n=6)BITCOIN2025-10-15
Shannon SaccociaCIO, NB Private Wealth690d -0.0% (n=6) · 180d +5.3% (n=6) · 1y +20.3% (n=6)ACN2025-08-15
James DemmertFounder & CIO, Main Street Research490d -0.0% (n=5) · 180d +25.4% (n=5) · 1y +22.3% (n=5)AMD2023-08-10
Gavin BakerFounder & CIO, Atreides Management3590d -0.0% (n=25) · 180d +9.1% (n=12) · 1y +17.6% (n=7)NVDA2026-08-14
Marc FaberEditor, Gloom Boom & Doom Report4890d -0.1% (n=24) · 180d -2.1% (n=24) · 1y +1.4% (n=15)GOLD2026-08-31
Lacy HuntChief economist, Hoisington Investment3490d -0.2% (n=26) · 180d -2.9% (n=25) · 1y -6.1% (n=15)Long Dur Treasuries2026-08-21
Cem KarsanFounder & CIO, Kai Volatility Advisors2490d -0.3% (n=16) · 180d -4.1% (n=14) · 1y -6.0% (n=10)SPX2026-08-02
George NobleFormer Fidelity & hedge fund manager1090d -0.4% (n=8)CONSUMER STOCKS (RETAIL, HOUSING, DISCRETIONARY)2026-05-19
Michael CembalestChairman of Market and Investment Strategy, J.P. Morgan Asset Management590d -0.5% (n=5) · 180d -1.0% (n=5) · 1y -3.9% (n=5)KOSPI2026-07-10
Tom RussoManaging Member, Gardner Russo & Quinn1090d -0.6% (n=11) · 180d -2.6% (n=7) · 1y -9.6% (n=7)BRK2026-06-02
Jamie DimonChairman & CEO, JPMorgan Chase1290d -0.7% (n=7)Long Dur Treasuries2026-07-27
Jim RogersChairman, Rogers Holdings1490d -0.9% (n=12) · 180d +9.2% (n=12) · 1y +27.7% (n=12)SILVER2025-05-19
Jeremy GranthamCo-founder & long-term strategist, GMO11490d -0.9% (n=49) · 180d -5.1% (n=27) · 1y -9.1% (n=23)SPX2026-08-08
Chris ManciniAnalyst, Gabelli Funds590d -0.9% (n=9) · 180d +19.5% (n=9) · 1y +66.9% (n=9)Gold Miners2024-11-02
Michael BurryFounder, Scion Asset Management4090d -1.0% (n=33) · 180d -6.4% (n=30) · 1y -12.9% (n=8)NVDA2026-06-26
Jens NordvigFounder & CEO, Exante Data790d -1.0% (n=6) · 180d -2.2% (n=6) · 1y -3.7% (n=6)USD2025-07-26
Chris Cole (Artemis)Founder & CIO, Artemis Capital Management3890d -1.0% (n=23) · 180d -3.9% (n=23) · 1y -1.1% (n=23)VOL2022-06-21
Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management7990d -1.0% (n=62) · 180d +0.3% (n=57) · 1y +6.4% (n=45)NVDA2026-08-21
Tony GreerFounder, TG Macro2090d -1.0% (n=23) · 180d +2.3% (n=23) · 1y +5.1% (n=23)BITCOIN2025-04-04
Cliff AsnessCo-founder/CIO, AQR Capital5690d -1.0% (n=20) · 180d +3.2% (n=20) · 1y +1.4% (n=14)SPX2026-05-22
Michael GayedPublisher, The Lead-Lag Report1090d -1.2% (n=11) · 180d -2.0% (n=11) · 1y +17.1% (n=11)GOLD2025-03-31
Joe DuranCEO, Rise Growth Partners890d -1.4% (n=8) · 180d +1.6% (n=8) · 1y +13.5% (n=8)BANKS2025-09-05
Karen Firestone (Aureus)CEO, Aureus Asset Management990d -1.5% (n=6) · 180d +3.0% (n=6)AAPL2026-08-11
Kevin MuirIndependent trader — The Macro Tourist1590d -1.5% (n=17) · 180d +1.0% (n=17) · 1y -0.5% (n=15)GOLD2026-08-24
Dan IvesTech analyst, Wedbush Securities1490d -1.6% (n=21) · 180d +21.5% (n=21) · 1y +26.7% (n=16)NVDA2025-12-16
Simon HuntFounder, Simon Hunt Strategic Services990d -1.6% (n=8) · 180d +0.5% (n=8) · 1y +4.1% (n=8)GOLD2025-06-24
Michael KaoFounder, Akanthos Capital Management590d -1.8% (n=8) · 180d -0.6% (n=8) · 1y -6.2% (n=8)US EQUITY MARKET BETA2025-02-13
Rebecca Patterson (strategist, ex-Bridgewater)Former chief strategist, Bridgewater690d -1.9% (n=5) · 180d +5.3% (n=5)GOLD2026-01-06
Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat19490d -1.9% (n=136) · 180d -1.3% (n=108) · 1y +15.6% (n=47)SPX2026-08-27
Howard MarksCo-chairman, Oaktree Capital4390d -2.0% (n=19) · 180d -0.9% (n=18) · 1y -3.6% (n=14)USTS2026-06-12
Alex SacerdoteFounder & Portfolio Manager, Whale Rock Capital Management1090d -2.0% (n=6)ANTHROPIC2026-06-09
Michael Green (Simplify)Chief Strategist & PM, Simplify3990d -2.0% (n=27) · 180d -7.9% (n=15) · 1y -1.1% (n=7)SPX2026-07-28
Jan Van EckCEO, VanEck590d -2.0% (n=8) · 180d +0.9% (n=6) · 1y +8.3% (n=6)BITCOIN2026-05-22
George Goncalves (MUFG)Bond market strategist690d -2.2% (n=7)Commodities Broad2026-05-28
Mike NovogratzFounder/CEO, Galaxy Digital7890d -2.2% (n=41) · 180d -6.1% (n=40) · 1y +31.5% (n=14)BITCOIN2026-02-21
Katie StocktonTechnical strategist — Fairlead690d -2.3% (n=8) · 180d -6.3% (n=8) · 1y +12.1% (n=7)BITCOIN2025-12-26
Tobias CarlisleFounder & CIO, Acquirers Funds1490d -2.6% (n=13) · 180d +0.7% (n=13) · 1y -2.2% (n=11)BKNG2026-06-21
Patrick Ceresna (Macro Voices)Co-host, MacroVoices & Market Huddle3490d -2.8% (n=24) · 180d -0.7% (n=11) · 1y -5.2% (n=6)OIL2026-08-25
Andrew BarySenior Editor, Barron's1090d -2.9% (n=12) · 180d +0.8% (n=12)AMZN2025-12-23
Edward DowdFounding Partner, Phinance Technologies390d -3.0% (n=6) · 180d +6.0% (n=6) · 1y -7.7% (n=6)AI / DATA-CENTER CAPEX THEME2025-05-28
Rob ArnottFounder & chairman, Research Affiliates5590d -3.1% (n=22) · 180d -2.5% (n=16) · 1y -8.2% (n=14)SPX2026-08-18
Nelson PeltzActivist investor — Trian Partners1390d -3.2% (n=9) · 180d -0.4% (n=9) · 1y -4.2% (n=8)DIS2026-02-03
Ben FelixCIO, PWL Capital5590d -3.3% (n=13)USTS2026-06-11
Erik TownsendHost, MacroVoices podcast2290d -3.4% (n=29) · 180d +5.3% (n=16) · 1y +12.1% (n=12)URANIUM2026-06-18
Dr Ankur CrawfordPortfolio Manager, Fred Alger Management790d -3.5% (n=6)AMZN2026-04-17
David GirouxHead of Investment Strategy & CIO Multi-Asset, T. Rowe Price890d -3.6% (n=6) · 180d -5.6% (n=6) · 1y -14.3% (n=6)AMZN2025-02-07
Benn EifertCo-founder & CIO, QVR Advisors890d -3.6% (n=6) · 180d -3.2% (n=6) · 1y +0.1% (n=6)SPX2022-06-27
Brian Belski (BMO)Chief Investment Strategist, BMO3590d -3.7% (n=18) · 180d +12.4% (n=12) · 1y +7.0% (n=12)GOOGL2026-07-03
Hari RamachandraInvestor & Author, BitsBusiness590d -4.2% (n=6) · 180d -3.8% (n=6)DIS2026-06-21
Nassim TalebAuthor; advisor, Universa Investments2390d -4.7% (n=13) · 180d -7.0% (n=13) · 1y -13.8% (n=10)GOLD2026-02-23
Chris WhalenBanking analyst — Whalen Global Advisors8490d -4.8% (n=39) · 180d +12.8% (n=6) · 1y +19.1% (n=6)GOLD2026-08-29
Steven FeldmanCo-Founder & CEO, GBI1890d -4.8% (n=8)GOLD2026-07-24
David WooIndependent macro strategist (ex-BofA)1890d -5.6% (n=19) · 180d -1.5% (n=14) · 1y -3.3% (n=11)OIL2026-08-26
Raoul PalCo-founder, Real Vision; ex-GLG PM5290d -5.9% (n=36) · 180d -10.5% (n=35) · 1y -5.5% (n=34)BITCOIN2026-08-27
Malcolm Ethridge (CIC Wealth)Wealth advisor & CNBC contributor790d -6.2% (n=6) · 180d -2.9% (n=5)NVDA2026-08-13
Harley BassmanManaging Partner, Simplify Asset Management1490d -6.3% (n=16) · 180d +6.3% (n=16) · 1y +11.6% (n=16)USTS2024-10-02
Gordon JohnsonFounder & CEO, GLJ Research390d -6.5% (n=6) · 180d -3.9% (n=6) · 1y +28.3% (n=6)CCJ2024-11-23
Arthur HayesCIO, Maelstrom790d -7.0% (n=8) · 180d -15.9% (n=8) · 1y -19.8% (n=7)HYPE2025-09-24
George Blue Cloud TradingHost, Blue Cloud Trading1090d -7.2% (n=5)BANKS2026-08-11
Nancy TenglerCEO & CIO, Laffer Tengler Investments590d -7.5% (n=6)ETN2026-04-20
Julien GarranPartner, The MacroStrategy Partnership490d -7.6% (n=7) · 180d -2.9% (n=7) · 1y +7.6% (n=7)GOLD2025-04-10
Harry DentAuthor & forecaster, HS Dent1190d -8.0% (n=7) · 180d -7.5% (n=7) · 1y -12.6% (n=7)China Equities2026-08-18
Jim ChanosShort seller — Chanos & Co (family office)10890d -8.9% (n=71) · 180d -12.0% (n=67) · 1y -13.7% (n=33)TSLA2026-07-31
Neil DuttaHead of Economics, Renaissance Macro Research690d -8.9% (n=5)HOUSING2026-06-05
Dr Mark ThorntonSenior Fellow, Mises Institute490d -9.1% (n=5)Commodities Broad2026-04-21
Jon Hartman And Jim BurkeCo-Founders, Hartman Burke Capital Management590d -9.7% (n=5) · 180d +20.0% (n=5)AIR2026-01-04
Pat DorseyFounder & Portfolio Manager, Dorsey Asset Management1390d -10.3% (n=5)ROP2026-07-06
David GriderPartner & Head of Liquid Investments, Finality Capital Partners390d -26.6% (n=5) · 180d -39.6% (n=5) · 1y -39.8% (n=5)CRCL2025-08-20
Adam MayPhysician & Biotech Investor4ABVX2026-06-10
Adam ParkerFounder & CEO, Trivariate Research4COST2025-08-01
Adam RozencwajgManaging Partner, Goehring & Rozencwajg5ENERGY2026-04-09
Adrian DayChairman & CEO, Adrian Day Asset Management3CASH2025-04-21
Adrian ZuercherHead of Global Asset Allocation, UBS Global Wealth Management5China Equities2026-07-07
Alap ShahCo-Founder & CEO, Littlebird3BANKS2026-06-01
Alex CampbellFounder & CEO, Rose AI3AAPL2025-01-29
Alex KarnalCo-Founder & CIO, Braidwell3GH2026-04-21
Alex MorrisFounder, TSOH Investment Research7DLTR2026-08-24
Alex RoepersFounder & CIO, Atlantic Investment Management5DCH2026-06-15
Alexis MillerDirector of Investment Research, Bleakley Financial Group5AI / MEGA-CAP GROWTH TRADE2025-09-12
Alfonso PeccatielloFounder, The Macro Compass4BANKS2025-08-27
Ali GhodsiCo-founder & CEO, Databricks5AI AGENTS2025-12-23
Alice HanDirector (China), Greenmantle7China Equities2026-09-01
Alli MccartneyGuest0
Ameya ShindeFounder & Portfolio Manager, Multiples Capital Management3EXPE2026-03-01
Amy OldenburgHead of Digital Asset Strategy, Morgan Stanley3China Equities2025-10-01
Anastasia AmorosoChief Investment Strategist, iCapital4AAPL2026-08-11
Anatoly YakovenkoCo-founder & CEO, Solana Labs3SOL2025-10-06
Andrew BeerManaging Member, DBi3LIQUID ALTS — LONG/SHORT EQUITY, MACRO TRADING, MULTI-STRATEGY MUTUAL FUNDS2025-03-28
Andrew HomanManaging Partner, Maverick Silicon3AI SEMICONDUCTOR LAYER (CHIPS)2025-11-07
Andrew KangCEO, RoboStrategy3BOT2026-06-29
Andrew MartinFund manager — Fairlight Capital4DAE2026-06-07
Andrew SarnaPortfolio Manager, Forthlane Partners3ENERGY2026-07-31
Andrew SummersFounder & Managing Partner, Summers Value Partners3PHARMA/BIOTECH NEW PRODUCT LAUNCHES WITH UNREALISTIC SALES EXPECTATIONS2026-02-01
Andrew WalkerPortfolio Manager, Rangeley Capital9DRVN2026-08-20
Andy SchectmanPresident, Miles Franklin (bullion dealer)3GOLD2026-03-24
Angus ShillingtonPortfolio Manager, Emerging Markets, VanEck4China Equities2024-08-29
Ankur CrawfordPresident & Portfolio Manager, Alger8HARD DISK DRIVE COMPANIES2026-08-18
Anthony StevensGuest3BANKS2026-07-07
Art BermanPetroleum geologist & energy analyst3OIL2026-08-13
Barry KnappManaging Partner, Ironsides Macroeconomics5BANKS2026-07-29
Barry RitholtzCo-Founder & CIO, Ritholtz Wealth Management6AUSTRALIA EQUITIES2026-08-25
Ben KizemchukPortfolio Manager, Wellington-Altus Private Counsel3BITCOIN2025-09-03
Ben ReitzesTech analyst, Melius Research5ENTERPRISE SOFTWARE2026-07-10
Ben ThompsonFounder & author, Stratechery6AMZN2026-08-18
Beth KindigLead Tech Analyst & CEO, I/O Fund3BITCOIN2025-08-28
Bill GurleyGeneral Partner, Benchmark4BIDU2025-10-14
Blue MacellariHead of Digital Assets, T. Rowe Price5HYPE2026-08-27
Boaz WeinsteinFounder & CIO, Saba Capital Management9BIGZ2025-06-30
Bob HaberCIO & Partner, Proficio Capital Partners4GOLD2026-09-02
Bonawyn EisonEquity derivatives strategist4KBH2024-01-19
Brandy MabenDirector, WindRock Wealth Management3MANU2025-10-16
Brent DonnellyPresident, Spectra Markets3BITCOIN2026-07-08
Brett JeffersonCo-Founder & CIO, Hildene Capital Management3CLO2024-09-12
Brook MayGuest3HOUSING2024-09-20
Caitlin LongFounder & CEO, Custodia Bank3BITCOIN2024-09-14
Callie CoxChief Market Strategist, Ritholtz Wealth Management3DEVELOPED INTERNATIONAL STOCKS2025-06-06
Cameron DawsonCIO, NewEdge Wealth3BANKS2026-06-25
Camilla AsarogluGuest3Investment Grade Credit2026-07-07
Carly AndersonCo-Founder & Managing Partner, Timescale Ventures0
Charles HeenanInvestment Director, Kennox Asset Management4ENERGY2025-01-27
Charles PayneHost, Making Money / Fox Business Network15SPX2026-06-30
Charlie MungerLate vice chairman, Berkshire Hathaway5COMMON STOCKS2025-06-25
Charu ChananaChief Investment Strategist, Saxo3AI EFFICIENCY PLAYS (VS. AI BUILDERS / MEMORY)2026-07-07
Chris GalipeauSenior market strategist, Franklin Templeton7CONSUMER STAPLES2026-08-28
Chris HarveyHead of equity strategy, Wells Fargo3MTUM2026-07-03
Chris HohnFounder & Portfolio Manager, TCI Fund Management3AEROSPACE / AIRCRAFT ENGINES2025-11-13
Christopher VermeulenFounder & Chief Investment Strategist, The Technical Traders5Big Tech2024-10-12
Chuck AkreChairman & CIO, Akre Capital Management10MA2025-12-25
Committee MemberGuest3EXPE2026-02-24
Courtney Garcia (Payne Capital)Senior Wealth Advisor, Payne Capital5BANKS2026-08-13
Dan IvascynGroup CIO, PIMCO3AI INFRASTRUCTURE DEBT — HIGHER-YIELD EQUITY-ALTERNATIVE TIER (DATA CENTER FINANCING)2026-06-15
Dan MoreheadFounder & CEO, Pantera Capital4BITCOIN2020-04-16
Dan RasmussenFounder, Verdad Capital4BIOTECH STOCKS IN MOMENTUM-POSITIVE THERAPEUTIC CATEGORIES2026-02-24
Dan SkellyHead of Market Research & Strategy, Morgan Stanley Wealth Management0
Dan SundheimFounder & CIO, D1 Capital Partners5AI INFRASTRUCTURE BUILDOUT (DATA CENTERS, COMPUTE, POWER)2026-02-24
Daniel YerginVice Chairman, S&P Global7COPPER2026-07-02
Danielle Dimartino BoothCEO & Chief Strategist, QI Research9GOLD2026-08-29
Dave IbenCIO, Kopernik Global Investors4Gold Miners2025-04-14
David AuerbachGuest5RIET2026-07-29
David BoothCo-Founder & Executive Chairman, Dimensional Fund Advisors3BROAD MARKET DIVERSIFICATION (AI THEME)2026-08-21
David ChiaveriniManaging Director, Equity Research (Mid-Cap Banks), Jefferies3HBAN2026-07-06
David FreebergCEO & Co-Founder, Ohalo Genetics4Long Dur Treasuries2026-08-29
David KellyChief Global Strategist, JPMorgan Asset Management3MAGNIFICENT 7 / US MEGA CAP EQUITIES2024-10-11
David MandelbaumPortfolio Manager, OnePoint BFG8HEALTHCARE SECTOR2025-08-15
David MorganPublisher, The Morgan Report3GOLD2025-10-09
David RubensteinCo-founder, The Carlyle Group10Commercial Real Estate2026-01-23
David SolomonCEO, Goldman Sachs3GS2026-06-04
David StreskiGuest3METAL MINERS2025-03-13
Denise ChisholmDirector, Quantitative Market Strategy, Fidelity Investments3Big Tech2026-05-29
Dennis LockhartDistinguished Professor, Sam Nunn School of International Affairs, Georgia Tech4BITCOIN2024-09-28
Desmond KinchFounder, Overseas Asset Management5EUROPEAN AND ASIAN EQUITIES2026-03-15
Doug BurgumSecretary of the Interior, U.S. Department of the Interior4COPPER2025-05-06
Dr Udo AmendFounder, Amend Finance3BITCOIN2025-02-06
Dror PolegAuthor and economic commentator3NVDA2026-06-16
Dylan LeclairDirector of Bitcoin Strategy, Metaplanet3BITCOIN2024-11-04
Dylan SmithFounder & Chief Economist, arcMacro4AI HARDWARE / SEMICONDUCTORS2024-08-31
Ed ZitronCEO, EZPR; Host, Better Offline4CRWV2026-08-28
Eddie GhabourGuest3ECONOMICALLY SENSITIVE STOCKS2026-01-26
Eddy ElfenbeinPortfolio Manager, AdvisorShares (CWS ETF)3ADBE2025-01-09
Edward ChancellorColumnist, Reuters Breakingviews3GOLD2025-08-07
Eric FinePortfolio Manager & Head of Active EM Debt, VanEck3USTS2024-08-22
Eric VishriaGeneral Partner, Benchmark3CBRS2026-08-11
Eric WallersteinChief Macro Strategist, Clocktower Group6China Equities2024-09-04
Evan VanderveerManaging Partner, Vanshap Capital3KASPI2026-08-17
Francisco OliveiraPresident, Arevilo Capital Management3CHTR2020-08-31
Gabriela SantosGuest4USTS2026-08-18
Gargi ChaudhuriGuest6BANK LOANS AND SECURITIZED CREDIT ETFS2026-09-02
George GammonHost, Rebel Capitalist3GOLD2023-04-24
George RobertsonAuthor, The Monetary Frontier3SPX2025-10-08
Gina Martin AdamsGuest3HEALTHCARE SECTOR2025-03-11
Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist5MPC2026-08-27
Hugh HendryFormer hedge fund manager — Eclectica11SILVER2026-07-23
Imaru CasanovaPortfolio Manager, Gold & Precious Metals, VanEck4AGI2024-09-06
Jack FarleyHost, Monetary Matters4Long Dur Treasuries2026-06-20
Jack MallersCEO & Founder, Strike4BITCOIN2024-12-26
Jacob ShapiroGeopolitical strategist5Commodities Broad2026-07-09
James ElbaorFounder & CIO, Marlton5PS2026-05-19
James GrantEditor, Grant's Interest Rate Observer3AI DATA CENTER / HYPERSCALE CAPEX BUILDOUT2025-10-22
James KyngeSenior Research Fellow, Chatham House3CHINESE INNOVATIVE PHARMACEUTICALS2026-09-01
Jason GoldbergGuest3C2024-10-15
Jason SnipeCIO, Odyssey Capital Advisors6BANKS2026-08-18
Jason TrennertChairman & CEO, Strategas Research Partners6Long Dur Treasuries2026-08-25
Jay Hatfield (Infrastructure Capital)CEO, Infrastructure Capital Advisors4AIRLINES2026-07-08
Jay HillManaging Director, Tweedy Browne8AZO2021-05-15
Jee GoldmanGuest6ENERGY2024-09-20
Jeff CurrieCommodities strategist (ex-Goldman)9GOLD2026-07-09
Jeff UbbenFounder, Inclusive Capital Partners4BAYN2023-09-20
Jeffrey UbbenFounder, Inclusive Capital Partners4AES2021-02-10
Jeremy GiffonPartner, Octave3AI AND CLOUD COMPUTE SCALE LEADERS2026-07-07
Jim RickardsAuthor and macro commentator3GOLD2026-08-13
Joachim KlementHead of Strategy, Panmure Liberum3HYPERSCALERS2026-08-19
John HathawaySenior Portfolio Manager, Sprott Asset Management3Gold Miners2025-04-14
Jonny MathewsSenior Portfolio Manager, Fortem Capital4BHP2024-09-05
Josh LynvilleFertilizer market analyst5CF2026-05-29
Julian EmanuelChief equity strategist, Evercore ISI5SPX2026-08-24
Kate MooreGuest3AI ECOSYSTEM SUPPLY CHAIN (BEYOND HYPERSCALERS)2026-04-07
Katrina DudleyPortfolio Manager, Franklin Templeton4Big Tech2026-07-07
Kenny PolcariChief market strategist, SlateStone Wealth3GOLD2026-06-30
Kevin Mahn (Hennion & Walsh)President & CIO, Hennion & Walsh7AEP2026-07-09
Kevin Simpson (Capital Wealth)Founder & CIO, Capital Wealth Planning5AMZN2026-07-10
Kevin SmithCIO, Crescat Capital5High Yield2026-06-26
Kyle SamaniManaging Partner, Multicoin Capital4SOL2026-06-12
Lauren HochfelderCo-CEO, Morgan Stanley Real Estate Investing8Commercial Real Estate2026-07-30
Li LuFounder & Chairman, Himalaya Capital Management4CHINESE FINANCIAL SERVICES SECTOR2022-09-08
Liz Thomas (SoFi)Head of Investment Strategy, SoFi3Big Tech2026-07-08
Lori HeinelGuest3ENERGY2024-10-15
Lou BaseneseGuest4COIN2021-10-12
Marc LasryCEO, Avenue Capital Group12Private Credit2023-05-15
Marcelo LimaPM, Heller House Capital4ADBE2026-04-23
Mark HoloweskoFounder & CIO, Holowesko Partners4BMW2025-02-17
Mark MillsExecutive Director, National Center for Energy Analytics4ARGENTINA OIL & GAS2026-07-22
Mark MossYouTube host — macro & Bitcoin4BITCOIN2025-12-17
Mark TepperGuest3CONSTRUCTION AND ENGINEERING2021-08-31
Mark ThorntonSenior Fellow, Mises Institute6GOLD2026-07-16
Masahiro WakasugiSenior Analyst, Bloomberg Intelligence3ASML2026-07-07
Matt MorseCIO, Grimes & Company4AI ECOSYSTEM2025-09-19
Matt SmithFounder & CIO, Chronometer Partners5BE2026-07-21
Matthew BallChief Strategy Officer, Xbox3AMCX2024-08-03
Matthew SigelHead of Digital Assets Research, VanEck5BITCOIN2024-09-10
Mebane FaberCIO & Co-Founder, Cambria Investment Management4EMERGING MARKETS EQUITIES2026-08-24
Megan LeonardJournalist — Barron's3ENERGY2025-12-29
Michael BingerPresident, Gradient Investments6BITCOIN2024-11-02
Michael WolffMedia journalist and author3FAST2026-07-11
Michael ZezasHead of US Public Policy Research, Morgan Stanley4DEFENSE2026-06-19
Michelle KnudsenCIO, NYU Endowment5LOWER MID-MARKET BUYOUT PRIVATE EQUITY2026-07-27
Mickey MainiFounder, Solstice Laboratory5GOLD2026-08-04
Mike AikensFounding Partner, ETF Action8AI / DISRUPTIVE TECH ETFS2026-07-08
Mike WilsonChief US Equity Strategist, Morgan Stanley11AI-DISRUPTED SOFTWARE / BUSINESS SERVICES STOCKS2026-07-07
Myles KuahFounder, Value Zoomer7AUSTRALIAN SOFTWARE STOCKS2026-05-10
Neil MovvaCEO, Sail Research3HBM2026-08-25
Noel SmithCIO & Founder, Convex Asset Management3VOL2024-08-05
Paige HendersonGuest4China Equities2024-09-20
Paul DietrichGuest6GOLD2025-03-13
Paul SingerFounder, Elliott Management6AI-RELATED EQUITIES2025-02-26
Pete NajarianGuest3AIRLINES2023-06-13
Peter LynchFormer manager, Fidelity Magellan Fund14AUTO STOCKS2021-01-01
Peter ZeihanPrincipal, Zeihan on Geopolitics4AI / LARGE LANGUAGE MODELS2025-06-05
Phil FlynnGuest3ADM2020-12-01
Phil TownFounder, Rule #1 Investing3AI HYPERSCALERS (CLOUD/DATA CENTER CAPEX SPENDERS)2026-08-15
Philippe LaffontFounder & CIO, Coatue Management16BITCOIN2026-06-23
Pierre LassondeChairman & CEO, Firelight Investments4ATX2025-10-02
Rachana MehtaGuest0
Rajeev De MelloGuest0
Ran NeunerCo-Founder & CEO, Crypto Banter3BITCOIN2025-09-15
Ray WangFounder & CEO, Constellation Research4ENERGY2026-07-07
Reza BundyCEO, Atlas Capital Team3Commodities Broad2026-06-01
Ric EdelmanFounder, Digital Assets Council of Financial Professionals4BITCOIN2025-06-23
Richard BernsteinCEO & CIO, Richard Bernstein Advisors4AIRR2025-05-23
Richard YoungPresident & CEO, i-80 Gold Corp3IAUX2026-09-02
Rob Sechan (NewEdge Wealth)Co-founder & CEO, NewEdge Wealth3BANKS2026-08-21
Ron BaronFounder & CEO, Baron Capital Management4FDS2026-07-24
Ryan DetrickChief market strategist, Carson Group9SPX2026-07-09
Ryan HendersonHead of Research, Fiscal.ai3AKRE2026-06-10
Sarah GuoFounder & GP, Conviction3AI IN DRUG DISCOVERY / COMPUTATIONAL BIOLOGY2026-09-01
Sarah KunstGuest3CRWV2026-08-10
Savita SubramanianHead of US Equity Strategy, BofA3AI / MEGA-CAP TECH2026-01-29
Scott ChronertGuest3Big Tech2026-09-01
Scott GrannisPublisher, Calafia Beach Pundit3ENERGY2026-03-25
Scott MartinGuest4DPZ2023-07-03
Scott MelkerHost, The Wolf of All Streets3MSTR2025-10-29
Shawn O MalleyPodcast host — The Investor's Podcast2EXXRF2026-01-02
Sir Chris HohnFounder & CIO, TCI Fund Management7AENA2025-05-14
Sir Paul MarshallCo-Founder & Co-CIO, Marshall Wace3European Equities2026-08-26
Spencer GlendonFounder, Probable Futures3Em Equities2019-05-20
Steve GrassoCEO, Grasso Global3BA2026-01-14
Steve HouHead of Research, Silicon Data3DRAM2026-07-22
Steve SosnickChief Strategist, Interactive Brokers4LEVERAGED SINGLE-STOCK ETFS2026-07-07
Sven HenrichFounder, NorthmanTrader4SPX2025-10-22
Ted OakleyManaging Partner, Oxbow Advisors12AII2026-06-16
Ted SeidesHost, Capital Allocators3BITCOIN2021-03-10
Thomas RussoManaging Member, Gardner Russo & Quinn26NSRGY2026-04-28
Tian YangCEO, Variant Perception6CHINESE EQUITIES2024-10-19
Todd SohnChief ETF Strategist, Baird Strategas5BITCOIN2026-08-17
Torsten SlokChief Economist, Apollo Global3LONG-DURATION TECH AND SOFTWARE EQUITIES2026-07-09
Tyler RosenlichtPortfolio Manager, Cohen & Steers5BEST-IN-CLASS / FASTEST-GROWING US UTILITIES2026-01-15
Val ZlatevPortfolio Manager & Partner, Analog Century Management3DRAM2026-06-20
Vance Howard (Howard Capital)CEO, Howard Capital Management6CAT2026-07-11
Vlad BarbalatCIO, Liberty Mutual Investments3ENERGY2026-06-23
Wei LiGlobal Chief Investment Strategist, BlackRock Investment Institute6AI BOTTLENECK / SCARCITY THEME (MEMORY, CHIPS, INFRASTRUCTURE)2026-07-07

Also on the radar

Investors with fewer than 3 tracked stances so far — they get a page once the corpus has enough dated material to be worth reading.

Aaron Brown · Aaron Cowan · Aaron Davis · Aaron Samuels Zk Feng Elliot Tompras · Adam Buckstein · Adam Posen · Adam Wyden · Admiral Daryl Caldwell · Alesia Haas · Alex Kantrowitz · Alex Karp · Alex Ticker Symbol You · Alexander J Roepers · Alexis Bleakley Financial · Amrita Sen · Amy Wu Silverman · Andrew Berry · Andrew Hollenhorst · Andrew Pogue · Andrew Stein · Andy Devries · Andy Miles Franklin · Anis Alhaji · Anna Macdonald · Anthony Pompliano · Antonio Gracias · Armen Panossian · Arthur Laffer · Arty Market Radar · Austin Campbell · Avi Felman · Bank Of America · Ben Emons · Ben Finegold · Ben Levisohn · Ben Shapiro · Ben Snider · Benjamin Wallace · Benoit La Salle · Bernard Mensah · Bill Baroo · Bill Gates · Bob Diamond · Bob Sheehan · Bob Wyckoff · Bobby J · Brad Newman · Brandon Clark · Breaking Points Hosts · Brenda Vangelloo · Brenda Vingiello · Brendan Wallace · Brent Threy · Brett Schaefer · Brett Winton · Brian A Finn · Brian Bellski · Brian Levitt · Brian Wesbury · Bruce Flatt · Bryan Lawrence · Carlos Pena · Carson Block · Carter Worth · Chad Garcia · Chad Morganlander · Charles Calomiris · Charles Edwards · Charlie Giancarlo · Cheah Cheng Hye · Chris Deeley · Chris Perkins · Chris Roland · Chris Verrone · Chris Versace (CIBC Private Wealth) · Chris Wright · Christina Partsinevelos · Christina Partsnevelis · Christopher Deeley · Cinthia Murphy · Cj Muse · Clay Finck · Cole Wilcox · Craig Fuller · Craig Manchuck · Craig Washner · Cyrus Madon · Dale Pinkert · Dan Ferris · Dan Greenhaus · Dan Kang · Dan Mcmurtrie · Dan Tapiero · Danny Moses · Dara Khosrowshahi · Daryl Cronk · Dave Nicoski · Dave Waters · David Bahnsen · David Beckworth · David Conrad · David De Boltz · David Hay · David Katunari · David Kuo · David Lin · David Schamis · Deepak Mehra · Diane Garrett · Diego Parrilla · Dorian Ztrader · Dr Anas Alhajji · Dryen Pence · Dylan Patel · Dylan Rieger · E B Tucker · E J Antoni · Ed Bastian · Ed Dowd · Ed Elson · Elizabeth Burton · Elsa Student Presenter · Emily Wood · Eric Balchunas · Eric Johnston · Eric Schmidt · Erik Nelson · Felix Quinn · Felix Zulauf · Frances Newton · Francisco Amador · Frank Giustra · Frank Hurlock · Franklin Bi · Fred Liu · Freddie Lait · Gamma Market Radar · Gavin Uberti · Gene Munster · Geoff Collette · George Bory · George Kurtz · George Selgin · Greg Abel · Greg Obenshain · Gregory Daco · Guy Spier · Halftime Committee Member · Hannah Ritchie · Harley Simplify Asset Management · Harsha Mohan · Hatsuo Yamasaki · Hawkins Entrekin · He Al Mubarak · Helen Thompson · Hugo Navarro · Ian Bremmer · Ian Coley · Isabella Student Presenter · Ivy Zelman · J Mintzmyer · Jack Dorsey · Jack Forehand · Jack Raines · Jacob Miller · Jacob Rubin · Jake Dewitt · James Aitken · James Bianco · James Halse · James Hay · James Litinsky · James Seyffart · James Van Geelen · James Waller · Jan Hatzius · Jared Sleeper · Jason All In Podcast · Jason Buck · Jason Gub · Jason Tyler · Jay Goldberg · Jeff Mills · Jeff Snider · Jeffrey Miller · Jenny Johnson · Jensen Huang · Jeremy Raper · Jeremy Siegel · Jim Caron · Jim Laventhal Piper Sandler · Jim Leenthal · Joe Davis · Joe Fahmy · Joe Rise Growth · Joe Weisenthal · Joey Levin · John Arnold · John Authers · John Pfeffer · John Sheehan · John Spears · Jon Betlow · Jon Najarian · Jonah Van Bourg · Jonathan Cohen · Jonathan Kinsky · Jonathan Thomas · Jonathan Wellam · Jonny Matthews · Joseph Chalom · Josh Friedman · Josh Solesbury · Judd Arnold · Julia Hermann · Julian Robins · Julie Biel · Julien Bittel · Justin Nugent · Kai Wu · Kamakshya Trivedi · Karen Feman · Karen Fireman · Karin Norman · Katerina Simonetti · Kathy Lien · Katy Kaminski · Keith Mccullough · Kelsey Barrow · Ken Griffin · Ken Smythe · Kevin Hassett · Kevin O Leary · Kevin Salimian · Kim Forrest · Kit Popolo · Kristina Partsinevelos · Kurt Kara · Kyle Mowery · Laila Kollmorgen · Lakshman Achuthan · Larry Adams · Larry Robbins · Laura Cooper · Lauren Cassidy · Lauren Goodwin · Lauren Taylor Wolfe · Laurence D Fink · Lawrence Lepard · Lee Klaskow · Lee Munson (Portfolio Wealth Advisors) · Lee Roach · Lee Robinson · Leo Kelly · Liz Ann Sonders · Liz Peek · Louis Navellier · Macrae Sykes · Mani Alkhafaji · Manish Karira · Manoj Pradhan · Marc Werres · Marco Santori · Margie Patel · Marija Veitmane · Mario Nawfal · Mario Stefanidis · Mark Yusko · Mart N Escobari · Marvin Barth · Marvin Lowe · Matt Belloni · Matt Rouse · Matt Stucky · Matthias Haim · Max Kentner · Melody Wright · Michael Anderson · Michael Arougheti · Michael Baron · Michael Co · Michael Dell · Michael Dirienzo · Michael Drury · Michael Liang · Michael Monaghan · Michael Saylor · Michael Strain · Michael Swanson · Michelle Begnine · Michelle Schneider · Michelle Snyder · Mig Dobre · Mike Ippolito · Mike Poe · Mile Michelle Begnine · Miriam Wheeler · Mitch Krebs · Mohammed Anjarwala · Morgan Stanley · Morgan Zhang · Morris Chen · Natalia Karayaneva · Nick Garick · Nick Shalek · Noel Quinn · Noelle Acheson · Nomi Prins · Oleg Nobelman · Oscar Schafer · Pat Gelsinger · Pat Morhead · Patrick Cesna · Patrick Serezna · Paul Cerro · Paul Dobson · Paul Gabrail · Paul Huet · Paul Sankey · Paul Sonkin · Paulo Macro · Peter Atwater · Peter Grosskopf · Peter Levine · Peter Thiel · Phil Deutsch · Pippa Malmgren · Pippa Stevens · Preston Pshin · Preston Pysh · Prometheus Research · Racquel Oden · Ray Wong · Reid Hoffman · Rich Gelfond · Rich Pzena · Richard Koo · Richard Saperstein · Rob Haworth · Rob Investment Committee · Rob Luna · Robert Bench · Robert Bierig · Robert Quartermain · Robert Wachen · Rom Wilson · Rudi Fronk · Russ Brownback · Ryan Cohen · Ryan Israel · Ryan Packard · Saira Malik · Sam Altman · Sam Broner · Sandy Kaul · Sarah Hunt · Satya Nadella · Saurabh Mukherjea · Scott Bessent · Scott Nations · Scott Osheroff · Scott Schwarz · Sean Taylor · Seth Ginns · Shemara Wikramanayake · Sinead Colton Grant · Sk Kim · Skylar Montgomery · Sonu Varghese · Sony Kapoor · Stacey Widlitz · Stephan Link · Stephanie Lang · Stephanie Leung · Stephen A Schwarzman · Stephen Miran · Stephen Schwarzman · Steve Eisman · Steve Gorelik · Steve Liesman · Steve Quirk · Steve Romick · Steven Enders · Steven Stewart · Steven Wieting · Stuart Kaiser · Sundar Pichai · Tatiana Darier · Tatsui Yamasaki · Tatsuo Yamasaki · Ted Weschler · Terri Kallsen · Thomas S Gayner · Todd Herman · Todd Mckinnon · Tom Fitzgerald · Tom Orlik · Tommy Stadlen · Tony Edward · Travis Kling · Travis Spence · Travis Wofford · Ty Wallach · Vance Spencer · Vandana Hari · Vijay Shilpiekandula · Vitaliy Katsenelson · Vivek Raman · Wendy Liu · Wilfred Frost · Will Marshall · William Oplinger · Yie Hsin Hung · Zack Buckley · Zaheer Splitcapital · Zed Francis · Zeke Ashton

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Every Sunday: who said what across the tape we track — 845 voices, 2,419 episodes and articles — with side-flips and points of disagreement called out. Free. How we track it.

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