“They may be scoundrels and jerks, but God damn it, they’re our scoundrels and jerks”

Topics:

– Market context and musings

– The Turtles (Richard Dennis and Bill Eckhardt – Original Duke Brothers of “Trading Places bet” fame)

– Marc Rich (Sanctions busting and the rise of the Swiss Trading Giants)

– Andrew Hall & Phibro. Mr. $100MM

– John W. Henry. Exploiting edge. From commodity futures to the Boston Red Sox and Liverpool FC – Bill James, Sabermetrics & Moneyball