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
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