txlaw Posted April 30, 2013 Share Posted April 30, 2013 http://www.milkeninstitute.org/events/gcprogram.taf?function=videos&eventid=GC13 Enjoy. Be sure to pick and choose carefully, though. There are just too many of these videos. Link to comment Share on other sites More sharing options...
dcollon Posted April 30, 2013 Share Posted April 30, 2013 Txlaw, Thank you for posting these. I have enjoyed them so far and now know what I will be doing for the next few days. :) Any chance their is a transcript so I can read them and get toward my 500-1000 pages per day. ;) Just kidding (from this discussion if you don't get the joke http://www.cornerofberkshireandfairfax.ca/forum/berkshire-hathaway/interviews-with-combs-and-weschler-in-omaha-world-herald-published-book/) Link to comment Share on other sites More sharing options...
Guest wellmont Posted April 30, 2013 Share Posted April 30, 2013 the best part of the conference every year is the credit markets panel moderated by Milken. Link to comment Share on other sites More sharing options...
dcollon Posted April 30, 2013 Share Posted April 30, 2013 I completely agree wellmont. Great discussion. Link to comment Share on other sites More sharing options...
txlaw Posted May 1, 2013 Author Share Posted May 1, 2013 Txlaw, Thank you for posting these. I have enjoyed them so far and now know what I will be doing for the next few days. :) Any chance their is a transcript so I can read them and get toward my 500-1000 pages per day. ;) Just kidding (from this discussion if you don't get the joke http://www.cornerofberkshireandfairfax.ca/forum/berkshire-hathaway/interviews-with-combs-and-weschler-in-omaha-world-herald-published-book/) Haha, nice. :) I count YouTube videos towards my reading quota! Link to comment Share on other sites More sharing options...
giofranchi Posted May 2, 2013 Share Posted May 2, 2013 Txlaw, Thank you for posting these. I have enjoyed them so far and now know what I will be doing for the next few days. :) +1 giofranchi Link to comment Share on other sites More sharing options...
valueorama Posted May 2, 2013 Share Posted May 2, 2013 I really like that discussion on Credit Markets. With Milken holding court. It is top notch and these guys are very much Value Investors. Last 2yrs, the theme was to go long Structured Products debt. Now they are going into Cash. Since, it is all structured products, you get cash in drips and dont have to sell/look for bids. I am sure, if the bid went high they might sell. Key take away this year seems to be in Cash and less equities. But the whole thing is also little shady. Milken is a genius with ethics problem. Most of the guys in the discussion group owe him something. mostly Ex-Drexel guys but they are good. Milken seems to have run into hotwater this year with SEC for dealing with Guggenheim partners. I still can't digest the fact that this guys built the High-yield market and ruled it and gave it all away for a few extra dollars. I mean he paid something like $1.1billion in fines and restitution and still left with couple of billion. Even in such damaged situation, i am sure he can raise few billion dollars for a fund if SEC allowed him. Link to comment Share on other sites More sharing options...
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