According To Sources

Merger Masters Series: John Paulson

Episode Summary

INTRO: 2:28 It takes a sixth-sense 4:05 Choosing which deals to participate in 6:30 SKY ltd / Comcast / Disney 7:45: Early career 17:00 Hedge fund vs. family office 18:34 PFE/ AGN 25:17 BMY / CELG 32:08 Detour Gold 40:02 Merger -arbitrage post The Big Short 42:10 Activism 45:30 Puerto Rico 50:09 6 questions for John Paulson 1) President Trump 2) Fannie / Freddie 3) When you seek an opinion that lies outside of Paulson funds, who is your first call? 4) If you could only invest in 1 outside hedge fund, who would it be? 5) Word association: cannabis, bitcoin, Elon Musk, CNBC Television 6) If you'd never become a fund manager, what would you have become?

Episode Notes

INTRO:
2:28 It takes a sixth-sense
4:05 Choosing which deals to participate in
6:30 SKY ltd / Comcast / Disney
7:45: Early career
17:00 Hedge fund vs. family office
18:34 PFE/ AGN
25:17 BMY / CELG
32:08 Detour Gold
40:02 Merger -arbitrage post The Big Short
42:10 Activism
45:30 Puerto Rico
50:09 6 questions for John Paulson
1) President Trump
2) Fannie / Freddie
3) When you seek an opinion that lies outside of Paulson funds, who is your first call?
4) If you could only invest in 1 outside hedge fund, who would it be?
5) Word association: cannabis, bitcoin, Elon Musk, CNBC Television
6) If you'd never become a fund manager, what would you have become?