I’m out of pocket for most of the day, attending the 3rd annual iShares Global Macro Debate. It’s a pretty great event, I was at the first one and got to hear from some of the smartest people in the industry on the topics they know backward and forward.
If you’re familiar with the idea behind it, BlackRock assembles these pairings of strategists and analysts so that all of the pertinent facts and opinions on each subject can be hashed out before a live audience of money managers and investment advisors.
The agenda for this one below:
In the meantime, a few reads: