Agoracom Blog

Paul Kedrosky – Keynote Presentation: Where The Global Economy & Markets Go From Here .. And Why

Posted by AGORACOM at 9:39 AM on Friday, December 4th, 2009


Please find enclosed the mid-morning keynote presentation at the AGORACOM Online Gold & Commodities Conference.   Dr. Paul Kedrosky, one of the top financial bloggers on the planet, sits down with me to discuss the critical question on the minds of all investors .. “Where Do We Go From Here?”. To get to that answer, Kedrosky shares his views on the following:

  • The current game of currency chicken between China and The United States
  • Why he sees gold 15-20% higher in 2010 – if you have the stomach for volatility coming with it
  • Why oil goes significantly higher in 2010-11
  • Why he is strongly in the deflation camp despite the money presses
  • Steer towards commodity and real assets, steer away from US equities
  • Sovereign risk and why my Greek mother can no longer sleep
  • The tail risks investors need to be most careful about
  • Fiat paper system … is it broken?
  • Beware of naive contrarianism

Kedrosky, as always, applies the clear logic that has made him a “fan favorite” amongst online investors and one of the most sought after market commentators in the media (see his full profile below).  As such, if you’re serious about investing and in need of top-shelf analysis about critical elements that will determine the future of the global economy, then grab a coffee and hit play.

Please click on the image below to launch the presentation in a new browser window. The presentation will not launch prior to 11:00 AM EST. Upon completion of the interview, close the window and return here to post your questions and comments. To do so, please click on the “Comments” button at the bottom of this post.

CONFERENCE LINKS: Home PagePresenting CompaniesKeynote SpeakersConference Schedule

Kedrosky Opening Slide



Dr. Paul Kedrosky is an investor, writer, and entrepreneur. He is a sought-after speaker; an analyst for CNBC television; a columnist for TheStreet/RealMoney; and the editor of Infectious Greed, one of the best known business blogs that was named as one of the Top 3 Business Blogs in the world.

He is frequently quoted in major publications around the world, including influential columns and articles for the Wall Street Journal, the Economist, Harvard Business Review, and others. He has also appeared on many media outlets, including CNN, PBS Newshour, ABC Nightline, and the New York Times.

Dr. Kedrosky is currently a Senior Fellow at the $2 Billion Kauffman Foundation, where he is focused on entrepreneurship, innovation, and the future of risk capital. He is also Senior Research Advisor to Ten Asset Management, a southern California institutional money management firm using innovative quantitative techniques in capital markets. He is also a fellow and on the advisory board of the Berkeley Center for Innovative Financial Technology. He is an advisor to various other companies, institutional investors, and venture capital firms.

Dr. Kedrosky has also a professional seed investor, having run an innovative seed capital program based out of the highly-ranked University of California, San Diego. He has also been a venture partner at Ventures West, a large institutional venture capital firm.

He has a Ph.D. from the University of Western Ontario, an M.B.A. from Queen’s University, and a B. Engineering from Carleton University.

You can follow his free public commentary via his blog or Twitter

GeorgeARACOM+Online+Conference Peter+Grandich small+cap+stocks small-cap+stocks online+investor+relations electronic+shareholder+forums gold gold+stocks oil+oil+stocks base+metals copper financial+crisis junior+resource+stocks junior+mining+stocks

4 Responses to “Paul Kedrosky – Keynote Presentation: Where The Global Economy & Markets Go From Here .. And Why”

  1. Paul says:

    “Posted by AGORACOM at 9:39 AM on Friday, December 4th, 2009” for “PRESENTATION WILL GO LIVE ON FRIDAY, DECEMBER 4TH @ 11:00 AM EST” which was nearly a year ago.

  2. […] nobody has a crystal ball but if there is one guy I trust to summarize the big picture, it’s AGORACOM Keynote Speaker and leading global financial blogger – Paul Kedrosky.  His commentary below was the icing on […]

  3. AGORACOM says:

    Just checked —– 172 clicks so far.

  4. AGORACOM says:

    Paul, I found this to be the best compliment about your presentation:

    From Twitter

    StockJockey @pkedrosky u sound so much smarter on Agoracom than CNBC. Long form suits you better than chopped up soundbites.

    I admit to being someone that has enjoyed the trend towards sound bites over the past few years. However, there is something to be said for the need to flesh ideas out on occasion. I believe audio/video works far better than long text articles on so many levels – texture, connection, etc.

    On that note, this discussion with Paul is simply gold. Tons of views already and looking forward to seeing the final numbers in a few days.