Leon Cooperman

Leon Cooperman, Jim Chanos, Kyle Bass At SALT 2015

The SALT Conference is committed to facilitating balanced discussions and debates on macro-economic trends, geo-political events and investment opportunities within the context of a dynamic global economy. With over 1,800 thought leaders, public policy officials, business professionals, and investors from over 42 countries and 6 continents, the SALT Conference provides an unmatched opportunity for attendees from around the world to connect with global leaders and network with industry peers.

Also see the 2015 IRA Sohn Conference coverage here. Sign up for our free newsletter to ensure you do not miss our coverage. You can also find coverage via Twitter,Facebook, Linkedin, or RSS.

Moving Markets: Top Stock Picks from Leading Investment Managers
Omeed Malik (Moderator)

Managing Director & Head of US Prime Brokerage Distribution, Bank of America Merrill Lynch

Kyle Bass

Chief Investment Officer, Hayman Capital Management

John Burbank III

Founder & Chief Investment Officer, Passport Capital

James Chanos

Founder & President, Kynikos Associates LP

Leon Cooperman

Founder, Chairman & Chief Executive Officer, Omega Advisors, Inc.

Michael Karsch

Founder & Chief Executive Officer, Hunter Peak Investments
Notes from SALT Conference 2015 -  Moving Markets: Top Stock Picks from Leading Investment Managers

Leon Cooperman
Expect positive returns 7-9% for 2015

$125 eps market estimate

Expect rising interest rates

Continued earnings growth

OK valuations

Continued monetary friendliness

You can't predict geopolitical events

Bear markets are not borne out of macro thoughts

Peaks on market average 30 months after the first rate hike

Outsized gains for the stock market are behind us

Fed funds minus GDP is sitting around 400 (slide 12)

10 year should back to 4%

Bonds are very unattractive

Leon Cooperman - Ideas:

ACT

AER

C

DOW

GM

GOOGL

PCLN

Leon Cooperman - Cigar butt stock

GULTU
Jim Chanos
Short

SORRY!

This content is exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here

If you are subscribed and having an account error please clear cache and then cookies if that does not work email support@valuewalk.com and we will get back to you as quick as humanly possible


Saved Articles
X
TextTExtLInkTextTExtLInk

Are you a smart investor? Join tens of thousands of sophisticated investor reading our authoritative free newsletter

* indicates required


Congrats! Are you a smart person?

We have an exclusive targeted for being a sophisticated and loyal reader.

Sign up for ValueWalkPremium today and get our exclusive content for 35% off.

Use coupon code vip19 or click on the button below

Limited time offer only ENDS 11/30/2019 or after next 25 12 subscribers take advantage whichever comes first – please do not share this discount with others

 

0