The countdown to Port Phillip Publishing’s first ever Symposium has begun. The tickets are sold. The venue’s booked. Tomorrow the entire editorial team will be off to Sydney. Except for Sound Money Sound Investments editor Greg Canavan who lives there already.
Oh, by the way, your editor has been promoted to Roving Reporter for the week. Our mission is to let everyone know what’s going on. And we’re hoping for the attendees’ help in our efforts.
If you’d like to contribute, make a comment, ask a question, criticise or heckle in the DR, just tap this editor on the shoulder and let fly, or fire off an email to firstname.lastname@example.org.
If you’re wondering what the Symposium theme – After America – is all about, that’s kind of the idea. If the answer were as simple as ‘Uruguay’, which comes after ‘United States of America’ on Wikipedia’s alphabetically listed list of nations, there wouldn’t be much of a symposium.
But there certainly is.
Port Phillip’s four newsletter editors are all focusing on China – one with an optimistic bent, two with an opportunistic bent, and the last is rather pessimistic.
Don’t look for anyone to toe the company line at Port Phillip Publishing – there isn’t one!
Sometimes that can get confusing for readers. Our most common question from readers is why we disagree with each other. Not many companies allow their thinkers to disagree in public. But if you get used to it, you’ll see the value of not having to listen to a bunch of apparatchiks repeat themselves and each other.
All the editors, without exception, have to be able to justify their ideas pretty darn well if they want to be heard in the face of a conflicting point of view. You can take a side after hearing both sides of the argument, or you can hedge your bets and agree with everyone.
Best of all, we’ve never known a grudge to be held because of differing points of view.
Slipstream Trader Murray Dawes, who reportedly took the cake at the Doomer’s Ball last year with his harrowing recollection of a trade that made him rich and then not so rich within a couple of hours of shut eye, will be focusing on what the charts are telling him. If you’re not into technical analysis (looking at charts of stock prices), you should know that Murray has several of his initially sceptical colleagues in the office hooked.
Your editor has endeavoured to be the most pessimistic sounding presenter of the symposium. ‘Return to the Dark Ages’ is the title of our presentation. But the ‘what to do about it’ part will have even optimists interested.
Dylan Grice from Societe Generale’s Alternative Investments group will be on about inflation. Of all the people to warn about the prospects for inflation, we have a banker from one of France’s largest and oldest banks! But we had a peep at Dylan’s slides and his presentation may turn out to be the pick of the bunch. It’s not about inflation the way you might think. What makes us say that? Well, one of his slides has the same chart as your editor’s presentation does!
Author and derivatives expert Satyajit Das reckons we’re in for a ‘Great Re-Set’. The world’s system is clogged with debt. Better hold down the power button and start over. So where does Australia fit into that narrative? Das requested extra time to let you know.
Dr Paul Monk, founder of Austhink, will raise the question of whether we should all get Swiss passports – at least indirectly. Is the world after America on the other side of a military conflict? Attendees will find out from Dr Monk. People who don’t attend will find out the hard way.
Business futurist David Thomas will look into the idea that first sparked your editor’s interest in the world of economics – the BRICs theory. Is it good news for Aussie investors that economic powers are shuffling around? It probably down to what you invest in. And David is on the case.
Who’s watching who?
But what’s the point of all this? Why don’t we just write what we have to say? It would be a lot cheaper for us and our attendees. Free, as far as Markets and Money subscribers are concerned. The answer is that we don’t get to see you very often. As much as attendees might think they’re there to watch us, and to hear about interesting investment ideas, we get just as much from these events too.
It’s our one chance of the year to find out what’s on your mind. And what isn’t. It’s our chance to hear your ideas rather than figuring out how to communicate ours. And it’s our once chance to discover what you really think of us. For better or worse.
Not that we won’t be putting on a fireworks display of ideas and recommendations. But you might also discover that rambunctious Money Morning editor Kris Sayce is in fact quite shy, that Markets and Money editor Dan Denning likes AFL and cricket despite being American, that the bite marks on Dr Cowie’s shoulder this morning were made by his two year old son Jasper, that Greg Canavan isn’t as serious as his investment style, that Slipstream Trader Murray Dawes has a sense of humour, and that your editor isn’t as old as he looks.
But what will we find out about you?
for Markets and Money
P.S. If you can’t make it to the conference, but would like to ask a question, we’d love to ask it in your name. All the presentations will be recorded, so you’ll get to see the answer.