Bloomberg 2010 Hedge Fund Conference

Paolo Pellegrini is speaking at the Bloomberg 2010 Hedge Fund Conference and he is saying that he may return back to the hedge fund industry in a few years. Pellegrini is famous for helping Paulson & Co. earn over $3 billion during the housing crisis, by betting against subprime debt.

Jennifer Tan is speaking at the Bloomberg 2010 Hedge Fund Conference and she says that food inflation in China is not as big a problem as it makes it out to be.

Tim Flannery is speaking at Bloomberg 2010 Hedge Fund Conference and is saying that crude oil is spiking because of supply & demand issues. The two big structural trends in the world are the deleveraging in the Western economies, and the emergence of the emerging market consumer. Flannery is...

Mari Kooi of Wolf Asset Management is saying that corn acreage will be bigger than people think. Farmers are buying more tractors from companies like Deere (NYSE: DE). Kooi is saying you can buy all commodity companies, like Potash (NYSE: POT) and BHP Billiton (NYSE: BHP), as well as other...

John Taylor of FX Concepts is speaking at the Bloomberg 2010 Hedge Fund conference and he thinks that Europe will go into a recession, which will cause weakness in the Euro, and especially cause weakness in the PIIGS. Europe will go into an austerity period. Taylor is saying that his models are...

Ed Yardeni is speaking at the Bloomberg 2010 Hedge Fund conference and is saying that the Federal Reserve does not really need inflation, if deflation is based on productivity. People aren't going to buy things at McDonald's (NYSE: MCD) in advance. McDonald's raised prices to combat rising food...

Ed Yardeni is speaking at the Bloomberg 2010 Hedge Fund conference and is saying that profits will start to create jobs as profits continue to rise. Claims data is improving, not as fast as we would like, but it is improving.

Ed Yardeni is speaking at the Bloomberg 2010 Hedge Fund Conference and he believes the U.S. economy will recover. He believes the yield on the 10 year should be around 4.5% and it's far below that. Jeffrey Kronthal of KLS Diversified Asset Management fails to see where economic growth is going to...

Orin Kramer, Mark Yusko, and Matthew Linedenbaum are speaking at the Bloomberg Hedge Fund 2010 conference and they are saying that the Federal Reserve is telling us to to go into risk, so you go into risk. Mark Yusko believes that quantitative easing will not work, as it hasn't worked in the past....