Notes from conference by link and with text where its our notes below also see links for publicly available slide decks for a few speakers
- Francine Mckenna Berkshire Accounting games 10/14
- Stan Druckenmiller on macro outlook 10/15
- Jason Trennert 10/18
- Edward Chancellor notes 10/24
- Anthony Deden – Investment Value in and Age of Booms and Bust 10/18
- Slide decks
- Edward Chancellor 10/17
- Francine McKenna 10/17
- Logan Wright Rhodium Group short China 10/17
- Trennert, Jason DeSena – Strategas Research 10/17
- James Bianco 10/17
- Bill Ackman long Starbucks 10/19
Stan Druckenmiller
The 9 years of free money with all sense of distortion wrought by radical monetary policy, which we can’t see the [quantification] but the intuition.
We are going to higher interest rates.
A lot of [...] will be exposed, and you will be very happy.
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