SIC2018 Virtual Pass

Your Virtual Pass to 2018’s Most Important Investment ConferenceFor the First Time Ever, Watch and Listen to 25 Top Experts... As They Discuss Their Best Investment Ideas and Predictions for the Economy, Financial Markets, and Geopolitical Relations

Dear Investor,

With the new SIC Virtual Pass, you can watch the 20+ hours of presentations and panels from the SIC 2018 on your computer, tablet, or smartphone.

Your Virtual Pass includes video and audio recordings of every session from the conference, plus info-packed slide presentations from our speakers, and transcripts of every presentation and panel—so you can peruse key points at your leisure.

You can access all the groundbreaking insights and actionable recommendations shared by the 25 leading money managers, economists and geopolitical strategists at the conference... whenever you want. But more on that in a moment.

First, here are some of the many important questions that were answered at the SIC 2018:

NEW SIC 2018 Virtual Pass

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20+ hours of video and audio recordings     Presentation slides brimming with investment ideas Transcripts of each and every presentation and panel

Order Now for Only $795 $395

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SIC 2018: Thrive Through 2018 and Beyond

That was the theme of the 2018 Strategic Investment Conference—and 25 of the finest money managers, economic strategists, and geopolitical experts gathered in San Diego to answer your most pressing questions, such as:

  1. Is the 37-year bond bull market over, and what effect will higher yields have on financial markets?

  2. Has the cryptocurrency bubble burst, or are there tradable opportunities just ahead?

  3. What global trends should investors be focused on for the next 12-18 months?

  4. How are demographics affecting both developed and emerging markets?

  5. Will the Fed continue on its current path of monetary tightening, or reverse course?

  6. Has inflation really returned, or will structural deflationary trends keep it subdued?

  7. What effects will China’s game-changing policy shifts have on the global economy?

  8. Will this be the year geopolitical tensions finally boil over and seep into the markets?

  9. Which assets should you be adding to your portfolio today, and which should you be selling?

Armed with deep insights, actionable investment ideas, and behind-the-scenes data from the carefully selected expert faculty at the SIC, you can thrive through 2018 and beyond.

Meet the Experts Who Will Guide You Through 2018 and Beyond

People say John Mauldin has a “billion-dollar Rolodex” of contacts in Washington and on Wall Street. The SIC 2018’s faculty was truly exceptional; even John quipped, “It was hands-down the best collection of speakers I have ever gathered in the 15-year history of the SIC.”

To give you a taste of what you can expect, here are a few highlights:


Jeffrey Gundlach: Hailed by Barron’s as “The New Bond King,” Jeffrey is the CEO of DoubleLine Capital, where he manages $116 billion—and has a stellar track record. His flagship DoubleLine Total Return Bond Fund (DBLTX) has outperformed its benchmark by a wide margin in the last six years.

Jeffrey has had an ultra-successful investment career and has been spot-on with market timing, especially in 2017—calling the direction of Treasuries and the US dollar to almost the exact tick. Jeffrey recently made a big call regarding the bond market, and he shared his unparalleled insights into financial markets at the SIC 2018.


John Burbank: Since launching his fund Passport Capital in 2000, John has become a titan in the hedge fund world. He shot to fame for his lucrative bet against subprime housing ahead of the global financial crisis in 2008.

John recently started a cryptocurrency fund and has been monitoring Bitcoin and blockchain technology for some time, so you can be sure he has some pretty unique insights into this world, too.

Plus, he is situated in the middle of Silicon Valley at the very center of new technological innovations. John doesn’t usually speak at conferences, so it was a real treat to hear his insights at the SIC 2018.


David McWilliams: Consistently accurate in his forecasts, David was the only economist in Ireland who accurately forecasted a strong UK Brexit vote. He was also the first economist to identify the Irish boom in the 2000s as nothing more than a credit bubble, warning of its collapse and the consequences for the country.

David is an adviser to a number of major global investment funds and has his finger firmly on of the pulse of the global economy. An energetic speaker, David shared his expert insights into the global economy at the SIC 2018, which gave attendees a clearer sense of what to expect over the next 12 months.


Niall Ferguson is a senior fellow at Stanford University, and a senior fellow of the Center for European Studies at Harvard, where he served for 12 years as a professor of history. He also works with a small group of elite hedge fund managers and executives as the managing director of macroeconomic and geopolitical advisory firm, Greenmantle.

Niall is one of the finest economic historians on the planet and has a special ability to dissect historical trends and extrapolate what they can tell us about the future.

At the SIC 2018, Niall shared his cutting-edge insights into the trends currently driving financial markets.


Neil Howe: A renowned authority on generations—who they are, and how they are shaping America’s future—Howe is best known for his 1997 book The Fourth Turning, in which he predicted the generational strife playing out today and the emergence of a Trump-like figure.

He is also the single-best expert on the millennial generation (a term he coined almost 30 years ago) in the United States. At the SIC, Neil dissected the current social tensions across the country and analyzed and what they mean for politics, markets, and concerned citizens.


Patrick Caddell: The man who helped launch outsider Jimmy Carter to the presidency in 1976, Patrick was one of the first people to foresee Trump’s election victory—forecasting as early as 2013 that the next election would be totally different from anything we had seen before.

Pat’s analysis of the discontent felt by millions of Americans allowed him to see what was coming. It has also put him in the pole position to see what is coming next.

At the SIC 2018, Pat shared his four decades of experience analyzing political and social trends to inform attendees about what he sees coming down the pike.


Steve Moore is a visiting senior fellow in economics at The Heritage Foundation, the largest private research institute in Washington, DC.

An advisor to President Trump during the campaign, and a former Wall Street journalist, Steve has done some excellent research into the changing nature of employment and the polarization we are witnessing across the country today.


Karen Harris: The managing director of Bain & Company's Macro Trends Group, Karen develops insights into global macroeconomic and social trends and works with institutional clients to embed macro strategy into their investment and business decisions.

Karen’s pioneering work on the declining cost of distance—a topic that fits hand-in-glove with automation—has profound implications for investors and entrepreneurs.

Her insights into how technological innovations are affecting both advanced and developing economies has made her one of the most sought-after speakers on the economic circuit.


Mark Yusko is the founder, CEO, and chief investment officer of Morgan Creek Capital Management, which advises pension funds, endowments, and high-net-worth individuals.

Mark is a crowd favorite at the SIC, and for good reason—he is a high-octane speaker who delivers more investment ideas per hour than most analysts have in a month. At the SIC, he discussed the big trends shaping the future of financial markets and some potential surprises he sees for 2018.


George Friedman is the founder and chairman of Geopolitical Futures, a firm dedicated to forecasting global events. As an internationally renowned geopolitical expert, George helps investors and financial professionals see a clearer path to the future.

His expert analysis has led him to regularly brief senior commanders at the Pentagon, with The New York Times saying, “There is a temptation, when you are around George Friedman, to treat him like a Magic 8-Ball.”

At the SIC 2018, George shared his expert insights into the ongoing geopolitical tensions around the world.


John Mauldin is a visionary thinker, a New York Times best-selling author, and the publisher of one of the most widely read investment newsletters in the world, Thoughts from the Frontline.

When investors, financial professionals, and discerning citizens need a macro view of what’s going on in the economy, they turn to John, and for good reason. John has dedicated more than 30 years to keeping people informed about financial risk.

At the SIC 2018, John shared his macroeconomic wisdom, which as always, was loaded with actionable investment ideas.

Also sharing their expert insights at the SIC 2018 were:


David Rosenberg is the chief economist and strategist for wealth management firm Gluskin Sheff. For two decades, he has been distilling his latest insights into an incisive daily report, Breakfast with Dave. Fortune magazine declares that it “has consistently nailed economic projections.”

David always gets some of the best ratings in our attendee surveys because his analyses of the global economy, and the big trends affecting it, are among the best in the world.

Attendees came away from David’s presentation with a clearer understanding of where the global economy is today, and where it is headed.


Lacy Hunt is the executive vice president of Hoisington Investment, a firm that manages $6.5 billion for pension funds, endowments, and insurance companies. Previously, Dr. Hunt served as the senior economist for the Dallas Federal Reserve.

With his insider knowledge of how the Fed operates, Lacy dissected monetary policy and how central banks are affecting the economy. Rest assured, Lacy’s presentation was brimming with investment ideas.


Grant Williams: Founder of Real Vision TV and author of investment newsletter Things That Make You Go Hmmm..., Grant has three decades of experience in the financial industry and has held senior positions at a number of investment banks all over the world.

Grant is a staple at the SIC and uses his keen financial insight to produce unique presentations that have been enthusiastically received by attendees. Attendees came away from Grant’s presentation having learned a lot about global asset markets and the big picture view of the economy.


Louis-Vincent Gave: In 2002, Louis co-founded Gavekal as an independent macro research firm in Hong Kong along with his dad Charles and friend Anatole Kaletsky. The starting premise for Gavekal was that China was set to become a vital economic and financial force in the world, yet most foreign investors were stumped when thinking through the global financial implications of China’s rise.

Having built Gavekal into one of the most widely respected asset managers in Asia, Louis now manages some $1.6 billion in funds and strategies on behalf of institutional and high-net-worth clients at Gavekal. At the SIC 2018, Louis dissected what’s really going on in emerging markets, and more specifically China. This is critical information for every investor.


Jan F. van Eck is the CEO of global asset management firm VanEck, one of the 10 largest ETF issuers in the US with around $46 billion in assets under management. Jan has created a variety of international, emerging markets, and commodity-related investment strategies in ETF formats, so he understands the intricacies of how ETFs are affecting financial markets.

At the SIC 2018, Jan shared his insights into how ETFs function, and the future of passive investing.


Stephen Cucchiaro has over 35 years of studying the global capital markets and managing investment portfolios.

He was the founder and CIO of $3.9 billion ETF manager Windward Investment Management, which was acquired by Charles Schwab in 2010. From the early days of Windward through June 2014, assets under management under Mr. Cucchiaro’s tenure grew from less than $75 million to nearly $20 billion. Today, he is the president and CIO of 3EDGE Asset Management.


Jared Dillian: A financial writer like no other, Jared is the editor of The Daily Dirtnap, Street Freak, ETF 20/20, and The 10th Man at Mauldin Economics.

Before joining Mauldin Economics, Jared was one of Wall Street’s preeminent risk-takers. He worked at Lehman Brothers from 2001 to 2008—first as an index arbitrage trader and then as head of the ETF trading desk. During this time, he was routinely trading over $1 billion a day in volume.


George Gilder wrote the seminal work Wealth and Poverty back in the early '80s, selling over one million copies and influencing a generation. He was the living author most quoted by Ronald Reagan.

He has also been at the forefront of every technological revolution for the past 30 years. In 1989, he predicted that the silicon chip would usher in a new information age, and that "tele computers" would one day provide a limitless alternative to broadcast television. At the SIC 2018, George gave his insight into cryptocurrencies and the future of currency.


Marco Streng: On pace to become a mathematician, Streng instead became involved with Bitcoin and in 2013, founded Genesis Mining—which today is one of the largest cryptocurrency cloud-mining companies in the world. In 2016, Streng launched Logos Fund—the first blockchain mining fund. To date, the fund has raised a reported $100 million in assets.

At the SIC, Streng shared his first-hand analysis into what is currently happening in the cryptocurrency world.


Frank Holmes is the CEO and CIO of US Global Investors, which has assets under management of $762 million. In 2017, Holmes led the company into the ETF business, with the launch of two ETFs: one tracking the global airline sector, the other around the gold royalty model.

Also in 2017, US Global Investors made a multi-million-dollar investment in HIVE Blockchain Technologies—the world’s first publicly listed blockchain infrastructure company.


Jacob Shapiro is the director of analysis for Geopolitical Futures where he leads the analysis and forecasting process. Prior to joining GPF in September 2016, Jacob spent over five years at Stratfor, primarily as an analyst for the Middle East region.


Eric Verdin: The president and CEO of The Buck Institute for Research on Aging. He is a highly cited scientist (top 1%) and has been recognized for his research with multiple awards.


Aubrey de Grey: The chief science officer of SENS Research Foundation, a California-based biomedical research charity that performs and funds laboratory research dedicated to combating the aging process. In addition, he is editor-in-chief of Rejuvenation Research, the world’s highest-impact peer-reviewed journal focused on intervention in aging.


Patrick Cox: The editor of Transformational Technology Alert at Mauldin Economics. Having lived deep inside the world of technology breakthroughs for the past 30 years, Patrick has a clearer view than most on the ways in which technology will disrupt the upcoming decade.


Dr. Michael West: The CEO of BioTime, Inc., a leading clinical-stage biotechnology company in the field of regenerative medicine. Dr. West was one of last year’s top-rated speakers.

“Xi Jinping has changed the incentive structure in China. This will have deep and profound investment implications that most people have perhaps not thought through.”
—Louis Gave

“If the 30-year treasury goes above 3.22, its game over for the bond bull market. I think we're going to see a lot of action in declining prices in both stocks and bonds because they will be highly correlated.”
—Jeffrey Gundlach

“Every industry in the world is going to be touched by blockchain. It will disrupt all capital markets and financial institutions. This is big, really big.”
—Mark Yusko

Don’t Miss Out:
Secure Your SIC Virtual Pass Today... For Just $795 $395

Order your Virtual Pass today, and you can look forward to:

  • (NEW) 20 hours of video recordings: Prepare your portfolio for the road ahead with 20+ hours of video recordings from the SIC.

  • Hassle-free audio recordings: Your MP3 download means you can listen to the SIC 2018 anytime, anywhere, and on almost any device.

  • Information-packed slide presentations: Each speaker's session comes with their slide presentation* in easily-accessible PDF format, so you can peruse key points and data at your leisure. The slides allow you to follow along with the speaker’s presentations, and spot key trends of your own. They will be the source of many more investment insights and ideas.

  • Transcripts: You will also get the transcripts of all presentations and panels taking place. With the transcripts, you can quickly find the points you are looking for in a presentation and focus in on a particularly relevant passage.

You can order the Virtual Pass right now for only $795 $395.

Hundreds of individuals paid $2,500 and traveled from around the world to be in San Diego for the SIC 2018. As a Virtual Pass holder, you can get access to all the groundbreaking insight and ideas shared at the conference... for only $395.

Get your SIC Virtual Pass now!

*A small number of speakers have requested that their presentation slides not be reproduced. The recordings and transcripts will be available.