HeyJaredPitch The PM
Podcast drops, Variant View investment checklist, stealth HF jobs and candid insights from the palm of your hand.
- Indexed issues, last 90 days
- 15
- Latest publication
- Oct 1, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 6, 2026
Latest issues
Is the VC/Sweeney CAC Effect Weighing on DKNG’s Prediction Markets ? Bernie McTernan Needham & Co (opens the original)
Read excerpt
Kalshi’s volumes are exploding with their first mover advantage. DraftKing’s is investing hundreds of millions to replicate their regulated market strategy of consolidation in the unregulated states. Novig is doing flashy Sydney Sweeney ads to get noticed. Blue chip investors like Capital Group, Janus, Ballie Gifford are page one holders, likely on a TAM increase thesis with Prediction Markets surging.The short interest is elevated and DKNG has been tanking as negative estimate revisions have be
The Hedge Fund Talent War: Buy or Build? (opens the original)
Read excerpt
One of the biggest questions inside multi-manager hedge funds is simple:Do you pay up for proven portfolio managers — or build them yourself?In our latest conversation with Chandler Bocklage, Head of Business Development at Point72, we discussed the increasingly competitive market for investment talent and the massive guarantees that can come with hiring established PMs.But Point72 has also spent years building another path.Through programs like LaunchPoint, the firm has focused on developing an
Why Point72 Wins – 20 Years Next to Steve Cohen with Chandler Bocklage, Head of Business Development (opens the original)
Read excerpt
Chandler Bocklage spent nearly two decades working alongside Steve Cohen, managing a portfolio before leading Business Development at Point72. In this episode, we discuss what separates good investors from great ones, how Point72 develops portfolio managers, why intellectual curiosity matters more than almost anything else, and how AI is reshaping the future of fundamental investing.If you’ve ever wondered what it really takes to become a successful PM, this is one of the most candid conversatio
Pitch The PM Job Board: September 22, 2026 (opens the original)
Read excerpt
Email jobs@pitchthepm.com to add a listing171 listings across the buy-side, sell-side and allocator world. 81 new this week. *New listingFeatured RolesLong/Short• * Multi-manager FINC L/S PM. Vol mandate to fit your style. Strong culture. Single PM per sector. Ping me for an intro. • * Industrial Analyst – L/S in CT. Ex Point72 launching own fund. DM me for intro.• * L/S Analyst in Dallas.<
DoorDash’s ($DASH) Growth Upside–A High-Conviction Investment with TimesSquare’s Consumer PM Ed Salib (opens the original)
Read excerpt
Ed’s thesis has 4 pillars: 1) The moat is scale and density for DoorDash, 2) Grocery is lifting order values, 3) Ed forecasts mid-20s growth through the end of the decade vs. the Street's high teens.4) The end of an internal investment cycle could surprise investors to the upside on margins.Pitch The PM is a reader-supported publication. To receive new posts and support my work, consider becoming
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.