I will post supporting materials here for the ILPSIE 2011 program.
We only covered a thin slice of material. Here is a more comprehensive document that I give to students in my full-length (2 month) MBA course: Neil's MDM Notes from the Underground.
There seemed to be some interest among you in the quality of experts' forecasts, and I mentioned a book that you might be interested in. You can get the bottom line of it by reading this, or you can check out the book itself here. A list of other recommended readings is below.
My slides will are attached below, at the bottom of this page.