Month: November 2015

Shoulders of Giants – Jeremy Siegel’s Outlook for Stock and Bond Returns 2015

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Jeremy Siegel, best known as “Wizard of Wharton”, gave a presentation about his outlook for stock and bond return on 11/18/2015. You can see the full replay from following link:

http://livestream.com/livecfa/Siegel15

As a finance historian, Siegel’s predictions are sometimes “right on” based on his observation on long period of time. A famous ancient Chinese saying says “Take history as a mirror and you will know the rises and falls.“. A western equivalent is Victor Hugo famous quote: “What is history? An echo of the past in the future, a reflex from the future on the past.” For the respect of history, I listen to Siegel closely.

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Shoulders of Giants – Dealbook Conference 2015’s Interviews with Stan Druckenmiller & Carl Icahn

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Thanks to Dealbook Conference, we could listen to ideas of the most influential leaders in their own area about the theme this year “PLAYING FOR THE LONG TERM”. Guests include Al Gore, Peter Thiel, Reed Hastings, Gary Cohen, Larry Fink & James Gorman, etc. What attracts me the most are the interviews with legendary investors like Stan Drunkenmiller and Carl Icahn.

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