Hedge funds

Bridgewater CEO: "AI can dislocate 18% of American labor"

4 takeaways: Why he wants AI regulated despite running an AI-only fund, the dollar's nationalism shift, his path from failed student to CEO, and Gulf…

Oct 30 • Scuttlebutt

CEOs want to meet X and Substack analysts more than Wall Street's, says iConnections CEO

11 insights: why hedge funds still can't advertise, how Gavin Baker and Antonio Gracias pitched an Austin arena event, and $500 tickets to Goldman-style…

Oct 29 • Scuttlebutt

AMPHI Research CEO on hedge fund AI: "maybe over 90%. Everybody's using it."

11 arguments: why a 5% Treasury yield is normal, how thin dealer capital breeds dislocations, and why winter gas inventories could send prices parabolic

Oct 25 • Scuttlebutt

Quantum won't send Bitcoin to zero because it is a hardware problem — VisserLabs investor

9 calls: a hedge-fund unwind he says is bigger than July's, a market low inside two weeks, AI agents that outnumber staff, and why Eli Lilly is his…

Oct 25 • Scuttlebutt

Bill Ackman: Fannie and Freddie shares could run from $3 to $50

6 takeaways: Why he calls Meta "incredibly undervalued," his case for "an amazing 2027," why Netflix has "won the streaming wars," and why he isn't…

Oct 23 • Scuttlebutt

"We are watching leverage come out of the system": Ex-Weiss CIO on hedge funds

8 arguments: why AI agents are squeezing hedge funds, why bitcoin is his hedge on his own AI thesis, and why money-market funds have outgrown bank…

Oct 18 • Scuttlebutt

Dynamic Beta Investments CEO: Managed futures need a new name to go mainstream

12 takeaways: why 60/40 was a historical accident, how managed futures made money in all 3 big crises since 2000, and why "trend following" is a bad…

Oct 11 • Scuttlebutt

Norway's wealth fund CEO: shareholder rights have deteriorated sharply in many countries

9 insights: what his former boss John Armitage taught him, why there would be no AKO Capital without him, and why AI may be arbitraging away excess…

Oct 10 • Scuttlebutt

Discretionary macro is back as quant tools impress nobody, says RCM Alternatives partner

9 insights: how the Lakers buyers can deduct about $800M a year, how a Utah resort sold back to its developer for $30M, and why AI job losses are…

Oct 9 • Scuttlebutt

Banks sold tens of billions of AAA CDO protection for 10bps a year, says 1543 Capital PM

16 lessons: why office buildings in many markets sit 20–30% vacant, how he sizes bonds that can go to zero, and why he is waiting on California's wealth…

Oct 9 • Scuttlebutt

Heavy use of AI will rot investors' brains, says Egerton Capital's founder

19 lessons: why he hates EV/EBITDA, the 2008 crisis London missed, 40 stocks against the fashion for concentration, a poor year, and KKR's chief…

Oct 8 • Scuttlebutt

A US debt crisis is coming within 3 years as interest squeezes spending, says Ray Dalio

13 calls: Why rates must rise to ration credit, why China and Japan are buying less US debt, and why he sees AI concentration as the biggest risk for…

Oct 7 • Scuttlebutt

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