Authors

• Anna Rosen

  The Essayist. Studied philosophy at a European research university, then a decade at a single-family office reading and thinking for a living. Treats investing

• Daniel Walker

  The Teacher. Taught high-school economics for eight years, then a decade on the institutional side of a mid-sized investment bank. Writes the explanations he wi

• David Cohen

  The Tactical Hedge Fund Manager. Portfolio manager at a multi-strategy hedge fund for a decade. Believes risk management is what separates investors from touris

• James Miller

  The Value Investor. Eighteen years on a Wall Street equity research desk before leaving to run a concentrated value portfolio. Cares — in this order — about fre

• Laura Bennett

  The Short-Seller / Skeptic. Fifteen years at a long/short equity fund where the short book carried her P&L. Doesn't short for sport — shorts for reasons. Has be

• Marcus Rivera

  The VC / Private Markets Investor. Former venture capital partner at a top-tier Silicon Valley firm. A decade evaluating early-stage companies. Believes the bes

• Michael Hart

  The Activist / Opportunist. Ten years at a boutique activist hedge fund — finding the gap between what a company was worth and what management was doing with it

• Sarah Fontaine

  Sarah Fontaine is a behavioral economistwho bridges the gap between academic theory and practical investing wisdom. She now translates complex economic researc

• Team

  Default author

• Thomas Becker

  The Macro Strategist. Trained as an economist at a European central bank, then twelve years at a global macro hedge fund. Thinks in basis points and second-orde