Jeff Gundlach's Complete Ira Sohn Presentation

One day after Jeff Gundlach delivered his Ira Sohn presentation, in which as we posted yesterday he pitched a SPY vs EEM pair trade, he was busy interacting on twitter with his brand new 10+ thousand followers, and also learning how to upload his profile picture as the following series of tweets reveals.

In the meantime, we have received reader requests to post Gundlach's full presentation from the Sohn conference due to some conflicting reports of what exactly he said. So, without further ado, here - in addition to our report on what he did say - is Gundlach's 31 page presentation.