INTRO:












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?

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?

Merger Masters Series: John Bader

Michael Samuels, Founder and Portfolio Manager of  Broome Street Capital, talks M&amp;A, activism and event-driven investing, all with a focus on the news-sources that cover them. @accordtosources