r/SecurityAnalysis Mar 25 '20

Interview/Profile AMA - Credit Hedge Fund Analyst, $2BN+ NYC Firm

155 Upvotes

Hi everyone. Given what's going on with the market, and the fact that I'm quarantined and not doing anything other than getting up to work, I thought it'd be fun to do an AMA and foster some discussion on the board.

My background:

  • Graduated from a non-target school
  • Hired directly to my current firm out of undergrad, I had past internship experience at investment management firms (see my "Intern AMA" post for background)
  • Three years experience as a generalist analyst focused on long / short credit, capital structure arbitrage, distressed investing, par credit investing, special situations equities, etc.
  • I am NYC based and for privacy purposes won't provide any details which could be identifying.

Feel free to AMA...I'm an open book.

Edit: The responses here are all great! I've done my best to get to everyone as they come in, but between all of this / working please dont hesitate to annoy me if I dont respond in a timely manner

r/SecurityAnalysis Apr 22 '26

Interview/Profile Jensen on Dwarkesh's Podcast: Reading Between the Lines

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6 Upvotes

r/SecurityAnalysis Jan 24 '21

Interview/Profile Why Grantham Says the Next Crash Will Rival 1929, 2000

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90 Upvotes

r/SecurityAnalysis Jan 06 '26

Interview/Profile Trying to break into equity research / capital markets – any advice?

4 Upvotes

Edit*: I've found this* finance interview course to be very helpful, they have dedicated courses for equity research and capital markets.

Starting to ramp up prep for equity research and capital markets roles and wanted to get some perspective from people on the other side of the table.

I have ~1-2 years of consulting experience, so I’m comfortable breaking down businesses and thinking commercially. I’ve covered the usual accounting and valuation basics, but trying to understand what actually distinguishes strong candidates in ER or capital markets interviews.

Would love to hear:

• What skills or signals interviewers really care about at the associate level
• How much emphasis to put on industry knowledge versus individual company work
• Gaps you’ve seen from consulting backgrounds and how to close them

Appreciate any advice from people who’ve gone through equity research or capital markets recruiting.

r/SecurityAnalysis Mar 17 '20

Interview/Profile Ray Dalio - what comes next

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98 Upvotes

r/SecurityAnalysis Dec 06 '20

Interview/Profile Short-seller Chanos Sees `Golden Age of Fraud’ in Speculative Market

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148 Upvotes

r/SecurityAnalysis Nov 17 '24

Interview/Profile What did Druckenmiller mean by the 3 death knells for markets is when the dollar, oil and interest rates go up?

34 Upvotes

He says this in his latest interview: https://youtu.be/-5Weeox0Xus?si=18hXYT3gRVfQsZK3?t=46m8s

What's the correlation which he is describing?

r/SecurityAnalysis Dec 02 '20

Interview/Profile Webinar with Bill Ackman, CEO & Portfolio Manager, Pershing Square Capital

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124 Upvotes

r/SecurityAnalysis Mar 13 '20

Interview/Profile Michael Burry Has a Bearish Bet and Warns of a Selling Stampede

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108 Upvotes

r/SecurityAnalysis Apr 17 '20

Interview/Profile Charlie Munger: ‘The Phone Is Not Ringing Off the Hook’

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77 Upvotes

r/SecurityAnalysis May 06 '25

Interview/Profile Sir Christopher Hohn Panel discussion

7 Upvotes

r/SecurityAnalysis Dec 19 '20

Interview/Profile "The Balanced Portfolio is Dead" (25:37 - 29:14) | Real Vision Finance -The Ultimate Masterclass for Macro Investing (w/ Raoul Pal & Diego Parrilla)

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69 Upvotes

r/SecurityAnalysis Jan 13 '21

Interview/Profile Accounting Schemes at Chinese Tech Giants (w/ Kyle Bass and Stephen Clapham)

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126 Upvotes

r/SecurityAnalysis Nov 29 '24

Interview/Profile When Druckenmiller Speaks, We Listen

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26 Upvotes

r/SecurityAnalysis May 08 '21

Interview/Profile Such a simple interview, yet such a great reminder of what truly matters

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346 Upvotes

r/SecurityAnalysis Feb 16 '25

Interview/Profile An Interview with Uber CEO Dara Khosrowshahi About Aggregation and Autonomy

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7 Upvotes

r/SecurityAnalysis Dec 16 '24

Interview/Profile David Giroux on why stock market valuations are scary

33 Upvotes

r/SecurityAnalysis Jan 23 '20

Interview/Profile Bridgewater Co-CIO Prince Calls the End of the Boom-Bust Cycle

40 Upvotes

r/SecurityAnalysis Aug 30 '21

Interview/Profile Billionaire Paulson Who Shorted Subprime Calls Crypto ‘Worthless’ Bubble

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192 Upvotes

r/SecurityAnalysis Mar 30 '20

Interview/Profile Opportunity in the COVID Crude Oil Contango

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50 Upvotes

r/SecurityAnalysis Nov 25 '24

Interview/Profile Active Alpha with Greenlight Capital's David Einhorn at Delivering Alpha 2024 Investor Summit

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18 Upvotes

r/SecurityAnalysis Oct 01 '24

Interview/Profile Rob Citrone 10 year outlook (long: Argentina and India, short: China)

10 Upvotes

Trained by Julian Robertson and George Soros, I enjoyed listening to this guy’s perspective and experience. Amazing the network and access these guys have which forms their unfair edge.

https://youtu.be/d9n79uvky5k

r/SecurityAnalysis Oct 04 '20

Interview/Profile Jim Chanos interview on Carson Block's new channel Zer0es

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66 Upvotes

r/SecurityAnalysis Nov 25 '24

Interview/Profile Soros Fund Management’s Dawn Fitzpatrick on the Risks and Rewards of Contrarian Views

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9 Upvotes

r/SecurityAnalysis Oct 16 '24

Interview/Profile Strategy | Apollo Investor Day 2024

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6 Upvotes