Finishing off the presentation proved to be harder than I estimated, together with all of my other duties. Well, it’s done now, and available for your review here. For those looking at one of the non-PDF versions, you might be able to see the notes for my talk as well.
I’m writing this before I give the talk. If I had it to do all over again, I would have made the talk less ambitious. Then again, of the four topics that I offered them, they picked the most ambitious one. When you look at the talk, you’ll see that it is a summary of the macroeconomic views that frame my investment decisions. The presentation will run 40 minutes or so, plus Q&A. Reading it is faster. 🙂
Enjoy it, give me feedback, and I’ll be back to normal blogging Monday evening.