Guy retweeted
The smartest quants at Jane Street aren't smarter than you.
They just know how to use the Bloomberg Terminal the way institutional desks use it to extract real signal, this 1 hour lecture teaches you exactly that from scratch. Bookmark now.
Guy retweeted
Scott Bessent spent 20 years at Soros betting against governments that destroyed their own economies.
Now he IS the US government's economic policy.
56-min and you'll understand every major macro decision coming out of Washington in 2026
bookmark - the most interesting Treasury Secretary interview in a decade
Guy retweeted
Former Chief Data Scientist at Third Point (@obermattj) explains what data strategy looks like at a top fundamental hedge fund:
My conversation with @DanielSLoeb1, his first ever podcast and one I've been wanting to do for years.
Dan started Third Point in 1995 with $3 million. Today the firm manages over $24 billion across equities, credit, venture, and insurance.
Along the way he wrote some of the most iconic activist letters.
We discuss:
- Why deep value stopped working
- The power of writing
- The Twitter and XAI credit trades
- Lessons from FTX and Danaher
- The Sony and Sotheby's stories
- What makes a great analyst today
- The importance of kindness
I feel lucky we all get to learn from one of the greats.
Enjoy!
Timestamps:
0:00 Intro
2:48 Macro Views and Tech Trends
5:13 The Roots of Third Point
10:30 Evolving to Quality and Thematic Investing
19:07 Market Psychology and Inefficiencies
24:10 Good and Bad Corporate Governance
29:19 Activism
31:23 Sotheby's
41:37 AI
44:28 Sony
52:50 Danaher's Operating System
56:31 Building an Insurance Business
59:25 FTX
1:05:17 What Makes a Great Analyst Today
1:07:24 The Next Decade
1:10:00 Kindest Thing
Guy retweeted
Jane Street brought in Horace He to explain how to squeeze the most out of a single GPU. And then how to scale it to tens of thousands.
Graduated from Cornell in 2020. Works on the PyTorch team.
Training Llama 3 takes 40 trillion trillion floating point operations.
He wrote the two things those models run on: torch.compile and FlexAttention.
Guy retweeted
The youngest Managing Director in Citadel history just gave his first interview
95% of people don't last a month there
He explains how Ken Griffin actually makes decisions, how he talks to traders, what a normal Monday looks like inside the fund
This is the clearest window into how the machine operates that I've seen publicly
The AI pipeline in the article below is what that machine runs on now
Watch it, then read the article
Guy retweeted
Leon Cooperman built a $10 billion hedge fund empire by simply outworking everyone else on wall street
in this exact interview he drops a brutal truth: "with an average iq and a strong work ethic, you can go very far. if you don't want to work and think, just buy a low-cost index fund."
while modern traders rely on algorithms, he built his massive edge reading thousands of pages of boring balance sheets. this rare 1.5-hour interview is an absolute masterclass on his psychological framework
bookmark & watch a billionaire break down his system
Leon Cooperman generated a $3.2 billion personal fortune by compounding his fund at 12.4% for decades
while modern wall street is obsessed with high-frequency algorithms and passive index funds, cooperman is an old-school predator. he built his empire on deep fundamental stock picking,reading balance sheets, interrogating ceos, and buying undervalued businesses when others panic
this raw 8-minute sit-down on cnbc is a perfect reality check. he completely rips apart the current market delusion and explains why lazy investors relying on the fed are about to get wiped out
his philosophy has always been brutally simple: "the stock market is the greatest mechanism for wealth creation, but you actually have to do the work."
bookmark & watch a billionaire stock picker read the market