What industry figures do you find most insightful and to be a must-listen / read whenever they are interviewed, appear on podcasts, put out letters, etc. specifically in the credit and rates spaces?
I really just have Howard Marks. Looking for some more content to enjoy that’s not just equity / value stuff.
| +21 | 3x SWE FAANG Intern -> Fundamental Analyst @ HF | 13 | 10h |
| +12 | Fund 1 8%, fund 2 5%, when will fund implode? | 5 | 7h |
| +3 | Castle Hook Partners | 0 | 5d |
| +3 | Disclosed non public fund performance to a headhunter | 3 | 5h |
| +3 | Dragoneer | 1 | 1d |
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good question
I like jeff rosenberg from blk. maybe too much TV vibes for you. Mike green, Harley Bassman, Andy Constan, Jeff Snider (eurodollar uni), Ed Bradford/FullCarry are good twitter follows for rates
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