Ugur Sahin and Stephane Bancel are responsible for modern science's greatest achievement. This is the story of how they did it--a @WSJ adaptation of A Shot to Save the World, out on Tuesday.
Stanley Druckenmiller at Grant’s conference: “Bipartisan fiscal recklessness is on the horizon.”
He’s short bonds; equivalent of 15-20% of his portfolio.
“George would be embarrassed of me” for not making it a bigger bet.
“As long as Xi Jinping is running China I have no interest” in investing in country, Druckenmiller says, despite recent rally and excitement from Tepper, others.
Druckenmiller says he “loves” Japan and Argentina has a “brilliant leader” and is a “great investment opportunity.”
Pretty shocking that Peter Brown of Renaissance did this podcast. Super secretive firm, NDAs as thick as an old phone book.
I once approached Brown at a public event and he turned white with fear.
Feel privileged to have spent 3.5 hours with Charlie Munger in September for a book. He was witty, funny, sharp as ever, full of insights and stories. And in great spirits. A great investor and wonderful man. RIP.
Renaissance Technologies finishes up a solid, if unspectacular year.
Medallion, managing abt $12 billion, up about 30%. RIEF and RIDA up about 25%.
The quant firm's core signals continue to work.
Jim Simons would be proud.
David Tepper, David Einhorn and Alan Howard are three of the most successful investors of their generation.
Their key funds gained 8%, 7.2% and 4.7% last year.
Makes you feel better about your year, right?