The Reformed Broker has a breakdown of presenters from the Ira Sohn investing conference yesterday.

There’s stuff like this from PointState Capital founder Zach Schreiber:

Schreiber wants to be net short crude oil, “It’s going lower, much lower.” He wants to play advantaged refiner stocks for upside.

“US crude is being drilled for by the same cast of characters who oversupplied the natural gas market. Ladies and gentlemen, the song remains the same.” Crude is demand-capped at the Gulf Coast because policy forbids it being shipped for export as a raw commodity.

$33 billion net long WTI crude. “If you’re long, I’m sorry for you.” Then he shows a clown car slide! He sees a boom in inventory in the second half of this year. “What’s your risk reward? With crude at $100 a barrel, you’re picking up 25 cents in front of an oncoming truck.”

Others include David Einhorn, Paul Tudor Jones and William Ackman.