Last week, I addressed an audience of fund managers and investment professionals in Berlin; Here are the highlights from my 45 minute Keynote speech:
Part one: How the actions of the Federal Reserve changed everything in 2002-2007:
Part two: Eight months after Armageddon seemed upon us, the US economy shows signs of life:
Part three: Where next for stock markets?
What's been said:Discussions found on the web: