News at the intersection of Artificial Intelligence, technology and business including Op-Eds, research summaries, guest contributions and valuable info about A.I. startups.
Would require hedge fund reporters to read Lowenstein’s ‘When Genius Failed’ before starting the beat. So you could say this author wrote the definitive textbook on hedge funds.
Macro and Fundamental Investing from a former banker and asset manager with 19 years of experience. Free weekly posts on the stock market, macro and earnings. Paid subscribers receive analysis on Macro Events and Investment Ideas.
Fantastic macro commentary from this podcast guest
Featured on NIKKEI | US Equity Research for Sophisticated Value Investors | 10 Years of Professional Investment Experience | Warren Buffett's Biggest Fan
Great deep dives on stocks and full transparency with his portfolio