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Citadel (private)

The S&P has 500 stocks, but really it's got 7, says Rayliant's CIO
12 arguments: why he says chip restrictions handed China the necessity to invent, where the money from AI actually lands, and the market he no longer…
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Treat a $400K nest egg like $300M, says Armington Capital founder
10 principles: The five funds he puts 20% each into, why he says middle-class investors take more risk than rich ones, and the two commodity ETFs he…
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Seawolf's co-founders: 70% of hyperscaler AI revenue comes from Anthropic and OpenAI
12 takeaways: Why Porter Collins has never held more conviction in gold, how the multi-manager pods made shorting almost impossible, and the mystery…
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Peter Hecht: AQR manages $242B and is right about a stock only 55% of the time
17 takeaways: Why the small-cap paper had its signs backward, how AQR uses AI without converging with rivals, and the credential lesson he learned too…
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Ejaaz Ahamadeen & Josh Kale: Nvidia buys Hugging Face for $13 billion, Z.ai serves 100 trillion free tokens on Chinese silicon, and Waymo's…
Why Jensen Huang wants the open-weights hosting layer, what the SEC subpoenas mean for Leopold Aschenbrenner's fund, and the Tesla CyberCab fleet that…
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John-Austin Saviano: Why track records mislead LPs, first-time funds as a portfolio's R&D, and the credit dislocation he's watching for …
The Brazil trip other CIOs couldn't understand, why the second-best answer from an investor is a flat no, and the fish-farm-hunt split he coaches…
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