Leon Cooperman, Jim Chanos, Kyle Bass At SALT 2015

HFA Padded
HFA Staff
Published on
Updated on
Leon Cooperman

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.

SALT conference Las Vegas SkyBridge Capital Leon Cooperman
SALT

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
Leon Cooperman

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

This content is exclusively for paying members of Hedge Fund Alpha

Log In

Insider Strategies and Letters to Shareholders from the Top Hedge Funds and Maximize Your Portfolio Growth with Hedge Fund Alpha

Don’t have an account?

Subscribe now and get 7 days free!

HFA Padded

The post above is drafted by the collaboration of the Hedge Fund Alpha Team.