Investment highlights from the Wine Country Conference held on May 1st – 2nd. Below are links to presentations and Meb Faber’s is embedded. We will post the videos when they become available.
Conference Welcome: JJ Abodeely & Mike “Mish” Shedlock
At this year's annual Robin Hood conference, which was held virtually, the founder of the world's largest hedge fund, Ray Dalio, talked about asset bubbles and how investors could detect as well as deal with bubbles in the marketplace. Q1 2021 hedge fund letters, conferences and more Dalio believes that by studying past market cycles Read More
Mish and Chris Martenson: “Hidden in Plain Sight: Money, Banks, and Lending”
Axel Merk: “Investing in a Rising Rate Environment”
Screening condensed version of Money For Nothing: Inside the Federal Reserve
Bring your drinks back to conference room for Panel Discussion and Q&A on Money For Nothing featuring Director Jim Bruce, Steen Jakobsen, Axel Merk, and John Hussman
John Hussman “A Very Mean Reversion”; Q&A with Mebane Faber
Stephanie Pomboy “Confessions of Ben Bernanke”; Q&A with Mish
Mebane Faber “Global Stock Valuations“; Q&A with JJ Abodeely
Panel Conversation: John Hussman, Mebane Faber, Stephanie Pomboy
Steen Jakobsen “State of Flux”; Q&A with Stephanie Pomboy
Chris Martenson “The Coming Wealth Transfer: Creating a World Worth Inheriting“; Q&A during breakout
Break out groups:
- Chris Martenson & Mish on how to protect and grow real wealth, counteract financial repression, and create robustness in our personal and professional endeavors; moderated by Adam Taggart of Peak Prosperity.
- John Hussman and Mebane Faber on incorporating a top-down valuation framework into the investment process; moderated by JJ Abodeely of Sitka Pacific Capital Management.
Mike “Mish” Shedlock “Misconceptions, Misperceptions, and Blind Spots”; Q&A with Steen Jakobsen
Panel Conversation: Steen Jakobsen, Chris Martenson, and Mish