Hedgeye Podcasts Hedgeye Investing Summit Fall 2025 | Jared Kubin, Founder & CIO of Issachar Technologies
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Oct 27, 2025 Jared Kubin, Founder & CIO of Issachar Technologies, shares insights from his journey from sports to tech, including his time at elite hedge funds like SAC and Balyasny. He discusses blending fundamental research with trading and the importance of humility in investing. Delving into AI's role, he explains how machine learning transforms stock picking and portfolio management. Kubin also highlights the need for adaptability in today's rapidly changing market dynamics, emphasizing ongoing learning and innovative risk management strategies.
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From Baseball To Tech To Hedge Funds
- Jared Kubin pivoted from college baseball to tech startups after shoulder surgeries and co-founded early distributed database work on Rackspace.
- He later attended Harvard Business School and entered the hedge fund world at firms like SAC Capital and Adage, which shaped his investing approach.
Fundamentals And Trading Can Coexist
- Top investors combine deep fundamental research with world-class trading and market microstructure skills.
- Jared argues you can and should be excellent at both analysis and trading rather than choosing one side.
Professional Habits Shape Elite Managers
- Jared recounts lessons from professional athletes and legendary fund founders about discipline, continual learning, and stewardship.
- He emphasizes being a steward of capital, family, and team as core traits of elite investors.
