Jay at Marketfolly is currently at work providing notes from the Value Investing Congress in New York (Update: see also, notes from VIC - day 2).
Some of the well known speakers at this event include Kyle Bass, John Burbank, David Einhorn, Mohnish Pabrai, and Lee Ainslie, among others in the hedge fund and investment management world. These investing all-stars will be presenting their views on the markets and the global economy to the VIC audience, while sharing some of their current investing ideas.
You can check out Marketfolly's continually updated notes at the link above. In addition, Jay has posted some recent notes from the Ira Sohn West Conference, including some big picture thoughts from John Burbank of Passport Capital regarding the US and its current investment climate.
If you'd like to hear more from John Burbank on the theme of "US as an emerging market economy", please check out this excellent (and rare) interview with Burbank on Benzinga's radio podcast. You'll also find more key interviews with VIC speakers and VIC coverage in our related posts section below.
Related articles and posts:
1. CNBC interviews Kyle Bass, Alan Fournier - Finance Trends.
2. Must hear interview with John Burbank (Passport Capital) - Finance Trends.
3. Live VIC coverage via Twitter search - Twitter.com