13 Feb 2026
1h 6m

Inside the Baddest Hedge Fund in America with Sam Koppelman and Nathaniel Horwitz

Podcast cover

The Compound and Friends

Hunterbrook Media's business model, which combines investigative journalism with financial trading, is the central focus. The discussion explores how Hunterbrook identifies and reports on under-covered stories, aiming to profit from the market impact of their findings. Sam Koppelman and Nathaniel Horwitz detail their approach to uncovering truth through journalism, distinguishing it from traditional hedge fund analysis. Examples include their bullish stance on Evolve following initial fraud concerns and their investigation into Sable Offshore, which led to SEC scrutiny. The conversation also touches on the challenges of operating in a "post-shame" world and the importance of building credibility through rigorous reporting.

Outlines

Part 1: Introductions and Background

Part 2: AI Impact and Market Volatility

Part 3: The Hunterbrook Model

Part 4: Philosophy of Information

Part 5: Investment Strategy and Ethics

Part 6: Case Studies: Evolve and Sable Offshore

Part 7: Advice and Future Outlook

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