# Seth Klarman

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Klagetoh Veterans Podcast S10 E18 (3 of 5)

Al Seckel & Seth Klarman -this segment will just be a reading from Wikipedia on these two men and their contributions to this financial and economic situation currently going on in our world and what Rez Natives can learn from it. #Indigenous_Religiousness

Amazon (AMZN) News for Week 7, 2026

🎙️ Weekly Amazon Spotlight Podcast for Week 7, 2026 Opening Was this a week of strategic investment or a warning sign for one of the world's largest companies? Amazon shares just recorded their longest losing streak in nearly twenty years, shedding over $460 billion in market value. This plunge c…

Andrew Beer on the Hedge Fund Industry (Podcast)

Bloomberg Opinion columnist Barry Ritholtz speaks with Andrew Beer, who serves as the managing member at Dynamic Beta investments LLC (formerly branded Beachhead Capital Management) and is co-portfolio manager of the firm's investment strategies. Beer has more than 25 years of experience in the alt…

#371 George Noble: Fed's Hands Tied, Bond Vigilantes Waking Up, Buy the Dip Dead, Margin of Safety Thin

George Noble, CIO of Noble Capital Advisors, returns to review his February predictions on bonds, energy, and the AI trade, warning that the margin of safety is particularly small right now as there's no room for error with stocks highly valued, companies over-earning, and policymakers unable to ea…

Legit Legendary Investor: AI ‘Has Characteristics of A Bubble’

John Johnston (JJ) breaks down how legitimately legendary investor Seth Klarman thinks today's stock market, which is currently obsessed with AI-related companies and stocks, has characteristics of a bubble. Klarman argues that even if AI is real and transformative, because of the huge uncertainty,…

Value Investing Legend and Warren Buffett Disciple Seth Klarman

Barry sits down with Seth Klarman, CEO of Baupost Group, a Boston-based investment manager with a multi-strategy approach. They discuss Seth's start as a 25 year-old and journey to CEO. They also discuss his approach to risk, IPOs, and sectors along with his sports passions including a smaller owne…

Reading 13Fs While the Crowd Chases SanDisk

I open on the SanDisk CEO's Squawk Box clip about dampening the cyclicality of memory, and while it is a good company I would rather own the SMH than pick winners in a crowded chip trade. Retail sales came in soft at minus 0.6%, another reason for the Fed to hold. The bigger theme is the 13Fs rolli…

Reading Some 13Fs - Live Stream

I test out the live stream and read through some of the latest 13Fs for fun, including Berkshire, Bill Gates Foundation, Bill Ackman, David Tepper, Seth Klarman and a few others, plus the Nvidia and SB Energy news that dropped over the weekend. Read the full write-up and see my portfolio on the Rig…

#109 - A Deep Dive into Hedge Fund Replication with Andrew Beer, DBi

Andrew Beer, co-founder and managing member of Dynamic Beta Investments (DBi), joins The Wall Street Lab for a deep dive into hedge fund replication, managed futures, and liquid alternatives. Andrew started his hedge fund career at Baupost, working for Seth Klarman, before co-founding investment f…

Episode 33: Level up your Asset Class

🏠 Scaling is about competence Every real estate guru on social media will tell you scaling is about courage but they're selling a lie. Here's what actually matters. It's about your numbers, systems, and competence and we're going to cut through the noise. Blueprint Cee unpacks how to know if you'…