Leon Cooperman, Jim Chanos, Kyle Bass At SALT 2015VW Staff
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.
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
Chief Investment Officer, Hayman Capital Management
John Burbank III
Founder & Chief Investment Officer, Passport Capital
Founder & President, Kynikos Associates LP
Founder, Chairman & Chief Executive Officer, Omega Advisors, Inc.
Founder & Chief Executive Officer, Hunter Peak Investments
Notes from SALT Conference 2015 - Moving Markets: Top Stock Picks from Leading Investment Managers
Expect positive returns 7-9% for 2015
$125 eps market estimate
Expect rising interest rates
Continued earnings growth
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:
Leon Cooperman - Cigar butt stock
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