Grant’s Conference Summary

Notes from conference by link and with text where its our notes below also see links for publicly available slide decks for a few speakers

• Francine Mckenna Berkshire Accounting games 10/14
• Stan Druckenmiller on macro outlook 10/15
• Jason Trennert 10/18
• Edward Chancellor notes 10/24
• Anthony Deden – Investment Value in and Age of Booms and Bust 10/18
• Slide decks
• Edward Chancellor  10/17
• Francine McKenna  10/17
• Logan Wright Rhodium Group short China 10/17
• Trennert, Jason DeSena – Strategas Research 10/17
• James Bianco 10/17
• Bill Ackman long Starbucks 10/19

Stan Druckenmiller

The 9 years of free money with all sense of distortion wrought by radical monetary policy, which we can’t see the [quantification] but the intuition.

We are going to higher interest rates.

A lot of […] will be exposed, and you will be very happy.