I was at the SALT Conference in Las Vegas last week. A quick in and out to listen to Michael Bloomberg, Leon Cooperman, Paul Brewer, Kyle Bass, T. Boone Pickens, Sam Zell and Ken Griffin, to name just a few, share their thinking on fiscal policy, central banks and investment implications.
There was also the private equity great, David Rubenstein (Co-Founder & Co-CEO of The Carlyle Group) interviewing former Treasury Secretaries Robert Rubin and Larry Summers. Speaker Boehner stepped to the stage for a one-on-one discussion with Democratic activist Steven Rattner. Rattner didn’t hold back.
The discussion around China was a big theme at the conference. And rightfully so. Debt remains the most significant global issue. And that debt continues to grow.
With over 1,800 thought leaders, public policy officials, business professionals, and investors from over 42 countries and 6 continents, the SALT Conference provided an unmatched opportunity for attendees from around the world to connect with global leaders and network with industry peers.
The current opinions and forecasts expressed herein are solely those of Steve Blumenthal and are subject to change. They do not represent the opinions of CMG. CMGs trading strategies are quantitative and may hold a position that at any given time does not reflect Steve’s forecasts. Steve’s opinions and forecasts may not actually come to pass. Information on this site should not be used as a recommendation to buy or sell any investment product or strategy.