Barry Ritholtz, author of Bailout Nation and chief executive of investment manager Fusion IQ, delivered the keynote address at the Citywire Fund Selector Forum in Berlin a few days ago. The highlights from his speech are below.

Part one: How the actions of the Federal Reserve changed everything in 2002-2007

Part two: Eight months after Armageddon seemed upon us, the US economy shows signs of life.

Part three: Where next for stock markets?

Source: Barry Ritholtz, Citywire, November 30, 2009.

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