Topic Archives: Julian Robertson

I spent the day on Tuesday at the Delivering Alpha conference, which is hosted by CNBC and Institutional Investor — it’s not the kind of confab that includes “secret” or special ideas that you can’t hear about elsewhere (it’s hosted by CNBC, after all, and they broadcast from the conference all day), but it’s an […]

I spent a day and a half in Manhattan to attend the conference run by Grant’s Interest Rate Observer and Jim Grant, and I’ll probably write some additional things about my take on the various presenters and the ideas they might inspire as my thoughts percolate… but these are my initial reactions. First, investment conferences […]

Comments

  • Travis Johnson, Stock Gumshoe

    Yep, covered that one here in June: https://www.stockgumshoe.com/reviews/disruption-investor/riskhedges-next-big-thing-t...

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