Last one — a chat with Zoltan Pozsar (in front of the Faces of Alphaville shooting gallery) on the safety of the US financial system, global regulatory architecture, and the Fed’s reverse repo facility:
Cardiff Garcia chats with Diane Coyle, the head of the consultancy Enlightenment Economics about the diminishing relevance of GDP. They also touch on the risks of big data and the ethical issues surrounding it. Diane highlights what building strategies we should be adopting from the Victorians.
Cardiff Garcia and George Magnus take a tour of the world’s market from a marquee at Camp 2015 — covering why EMs need to get more growth from less input, why although China has a plan, there’s very little proof it has a good plan, why the difference between Greece today and Greece in 2012 is Spain and why the US story is less depressing than the rest. Read more
In which FT Alphaville’s Izabella Kaminska and Henry Farrell, political economy professor at George Washington university discuss the process by which anarchic markets self-organise into governmental structures… whether they like it or not. Read more
We too can rip up our promised programme to respond to the evolving wants and desires of the Camp Alphaville polis.
As of pixel time, Wednesday’s “The Untouchables: The Saga of Weird Emerging Market Sovereign Bonds” debate becomes the “Last minute Greek emergency session” panel — to be moderated by our resident sovereign default expert Joseph Cotterill (who also doubles up as the FT’s private equity correspondent).
Joseph will be joined by:
Paul McNamara, Investment Director, Emerging Markets, GAM Holding AG
Gabriel Sterne, Head of Global Macro Research, Oxford Economics
Rodrigo Olivares-Caminal, Professor of Banking and Finance Law, Queen Mary University London
Ok, only a mystery because we hadn’t announced it before, but Dan Yu of Gotham City Research will be joining us at Camp Alphaville next week to chat about his work, the business of digging into companies which are less than they seem, and the outlook for short selling more generally.
You can read some of his thoughts on the latter here, a response to our post on the need for more shorters, and the New York Times on the lonely life of the short seller, six years into a bull market.
We’ll be on the Alphaville couch at 4pm, so mark your agenda. Expect discussion of Dan’s latest target, Endurance International, as well as Plus500, Gowex, Hanergy, and Blinkx, along with everyone’s favourite technological conglomerised Aim market shambles. We may have some new ideas to talk about as well… Read more
Selling flashy apartments in London is good business. As the FT’s Lex column reported last week, Berkeley Group, one of the most well known premium house builders, achieved a pre-tax return on equity of 29 per cent in its latest year-end results. Read more
You should have the date in your diary already: Alphaville’s annual festival of finance, Camp Alphaville, July 1, Honourable Artillery Company, London EC1. But you’ll also want to know something about what’s promised on the day.
We’ll have about 60 speakers and panelists, spread across the main stage and a series of specialist ‘tents,’ so you can get up close and personal with those debating the ideas and issues.
Here’s just a taste of our eclectic line-up: Read more
Ideas, like jokes, are found at the edge of things. They come with perspective, a moment to relax, or rubbing up against something new.
With Camp Alphaville the inspiration was the classic British music festival with an array of stages, activity and distractions. We want to give you hard choices, between listening to the rock stars on the main platform and the chance to talk to the heavy hitters in a side tent. You should be able to stumble on conversations about how restaurant economics really work or what happens to finance as the machines get smarter, and sample some of the latest technology first hand.
We also want it to be democratic, with strategists, academics, punters, robots and more rubbing shoulders. July 1 at the Royal Artillery Company grounds in London. Sign up here to soak it all in, there’s a sample of what we’ll be discussing below the fold. Read more