Milken: To China or Not to China ?

I've watched a few more Milken panels since the last post below, but this one on investing in China is a cracker!

I was going to post an article that was published in Advisor Intelligence: China Roundtable with Robert Horrocks and Vitaliy Katsenelson. A good article that has a well-known and knowledgeable China bear (Katsenelson) arguing the merits of China investment with his bullish counterparty, Horrocks.

But, this Milken panel on China investment is far more in depth and a must watch for any emerging markets investor. Most importantly it's entertaining - a star panel, where things kick right off and get pretty heated. Long, but well worth it. Have a watch here.

Milken: Commodities Overview and Outlook

So, keeping with the theme of me catching up with my reading, here's some footage I'm unashamedly scalping from Paul Kedrosky's Infectious Greed. It's 73mins of viewing from last month's Milken Institute conference about commodities (both hard & soft). There's a senior guy from Rabo that Chairs a panel discussion. All the participants are serious commodities players. A must watch. I can't embed it - so take a look here.

Quants: The Alchemists of Wall Street

I've had a busy few weeks - hence the lack of posts. Posting is likely to be intermittent for the next while. . .

Meanwhile. . . Another good doco/ interview from VPRO Backlight. All about quants, the role they play, and their part in the GFC. Good viewing: