Topics covered: Volatility and the Fed, Using regression to forecast returns, Using independant vs. Wall Street research, Turnover strategy, The changing economic and monetary landscape, Technology stock outlook, Tax efficiency, Stocks to avoid., Stock picks, Restaurant stocks, Macro economic analysis as a selection point, Khodorkovsky, Interest rate sensitive stocks, Hong Kong, Global telecom, Forecasting structural political change, Emphasis of free cash flow, Asset allocation strategy, Asian market
