Wine Country Conference 2014 Speaker Presentations [SLIDES]

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Wine Country Conference 2014 Speaker Presentations [SLIDES]

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

Ray Dalio At Robin Hood 2021: The Market Is Not In A Bubble

Fractional Shares Stock PickerAt 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

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Mebane Faber Global Stock Valuation Wine Country Conference May 2014 by James J Abodeely

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