Rough notes from the September 2018 First Eagle Investment Media Breakfast. which took place on 9/24/2018 [klarman] Q2 hedge fund letters, conference, scoops etc How to think about the decade ahead? Debt imbalances Geopolitical Passive versus active Business cycle – what the weather is in investment climate When things feel good, it is risky, when things feel terrible, there is opportunity During Lehman felt bad, but opportunity of lifetime Unemployment below 2007, 3.9% unemployment, 2% growth in decade Economy has already recovered, behind us in rearview What is sustainable rate of growth in us economy? Corporate profit growth in medium…
Brief Notes From The First Eagle Investment Media Breakfast
Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.