Listen to over 30 leading experts… and discover how to thrive in a Decade of Disruption and a market buffeted by recession, a meek Federal Reserve, startling new technologies, and worldwide geopolitical turmoil.
The Decade of Disruption is here.
Dizzying changes are happening, at a pace and scale comparable to the decade between the end of World War I and the Great Crash of 1929.
Chances are that in the next years, your life as you know it and the way you earn your income will transform in dramatic ways... and most people will be completely unprepared for what the economy has in store for us.
These changes will echo through this decade and far beyond. The only question? How you choose to meet them.
Here are some of the major events you can expect this decade...
As the battle for the White House heats up, it's becoming obvious that ideologically, Republicans and Democrats haven't been this far apart since the Civil War—and the gap is growing.
No matter who lives at 1600 Pennsylvania Ave in the Decade of Disruption, this polarization will continue to dog a dysfunctional Congress, potentially leading to economic grief—see 2013's fiscal-cliff melodrama.
By 2023, entitlement payments, military spending, and interest will consume 100% of tax revenues. The result? Trillions of dollars of spending cuts, tax increases, and runaway debt.
There have been few signals that candidates are willing to confront this impending crunch before their hands are forced—and all possible solutions will disrupt your life and convulse American society.
The Fed's plan to hike rates four times this year lies in the ruins of an ailing global economy. And this year, the Fed's annual stress test on banks incorporates a scenario in which the interest rate on the three-month US Treasury bill becomes negative in Q2 2016 and then declines to -0.5%, languishing there until Q1 2019.
Could this mean the Fed is going to impose negative interest rates in the face of ongoing market fragility? Add in another recession and worldwide currency wars, and the Decade of Disruption is set to pitch severe challenges at your retirement savings and investment returns.
The end of the American Century has been heralded before, but the coming decade could hold the moment the United States melts from global superpower to just one of many countries.
And as the US looks increasingly inward, there will be a steady, unrelenting push for power from nations and economies worldwide—as well as a ramping up of the Age of Terror.
New technologies promise to forever change your life—from your job, to your health, to how you spend your retirement.
And not all of these changes will be positive. For example, while new biotech innovations may defeat cancer, the victory could decimate swathes of the healthcare industry.
The Decade of Disruption is potentially perilous for investors, with a combination of new and old threats, a world order spinning off its axis, and changing safe havens in the markets.
But despite the unnerving environment we will all be operating in, you can experience disruption positively.
That was the theme of the 2016 Strategic Investment Conference—and it struck a nerve with everyone from hedge fund managers to individual investors to those simply concerned about their financial future.
This year's conference easily became the fastest-selling SIC of all time. The tickets, priced at almost $2,500, sold out in just over a month—four months before SIC 2016 opened.
And the conference lived up to its stellar reputation. A couple of dozen of the finest analysts, CEOs, strategists, forecasters, historians, and authors gathered in Dallas and took on the Decade of Disruption’s most pressing questions, such as:
Will the US follow Europe and Japan into the mire of negative interest rates? (One of our speakers has figured out how to do 100-to-1 leveraged bets on whether there will be negative rates in the US. For some portfolios and companies, that could be a lifesaver.)
What can you do to protect your retirement savings and investment returns before another recession hits? (And here at Mauldin Economics, we believe it will hit.)
How will the market react if Trump takes the White House—and what are the long-term consequences?
What happens when government spending swallows up 100% of tax revenues in 2023?
Where can emerging-market investors find opportunity in the coming decade's shark-infested waters?
Will the US hang up its global sheriff's hat for good? And who (or what) will take its place?
How can investors choose winners in the burgeoning field of tech innovation?
Armed with key tools, actionable investment advice, and visionary insights from SIC, you can survive and thrive in the Decade of Disruption.
And with the SIC Virtual Pass, you can benefit from the heated debates, expert analysis, and revolutionary idea-sharing from the comfort of your own home.
Order the Pass today and secure close to 20 hours of audio sessions recorded live at SIC, plus info-packed slide presentations from our speakers, and a special video featuring the highlights of the sold-out conference.
People say John Mauldin has the best Rolodex on Wall Street. Every year, he gives it a good spin and brings both old friends and new faces to his Strategic Investment Conferences—and this year the line-up of experts and thought leaders was truly exceptional.
To give you a taste of what you can expect, here are just a few highlights:
Also sharing their insights, advice, and predictions at SIC were:
Juan Williams, Fox News political analyst and author of bestselling and critically acclaimed books including America’s Civil Rights Years, 1954-1965.
Michael Barone, senior political analyst for the Washington Examiner and a resident fellow at the American Enterprise Institute.
Stephen Moore, an economic writer, political analyst, and former chief economist at the Heritage Foundation through 2014. He also has authored four books, including It’s Getting Better All the Time: The 100 Greatest Trends of the Last Century.
Brian Lockhart, the founder and chief investment officer of Peak Capital Management, LLC (PCM). With over 20 years of portfolio management experience, he has led the company through exceptional growth since its inception.
Stephen J. Cucchiaro, president, CIO, and chairman of newly-minted 3EDGE Asset Management. Stephen is known for his use of proprietary investment research methods including the application of concepts from engineering, system dynamics, and complexity economics in order to analyze the cause and effect relationships that drive the global capital markets.
Jason Hsu, CEO and chairman of Asia-focused investment firm Rayliant Global Advisors. As eyes move from West to East, his insights at SIC were highly anticipated.
Charles Gave, Louis-Vincent Gave, and Anatole Kaletsky, the powerhouse trio who founded Gavekal. As John Mauldin says, it’s a rare event for them to gather from around the world—and it’s always fireworks when they’re together.
Jared Dillian, editor of The Daily Dirtnap, Street Freak, and The 10th Man at Mauldin Economics. A die-hard contrarian with a razor-sharp mind and irreverent wit, Jared is the former head of ETF Trading at Lehman Brothers and a master of market psychology.
Patrick Cox, editor of Transformational Technology Alert at Mauldin Economics. Patrick Cox has lived deep inside the world of technology breakthroughs for the past 30 years, and has a clearer view than most of how technology will disrupt the upcoming decade.
Tony Sagami, editor of Rational Bear and Yield Shark at Mauldin Economics. Tony has worked in almost every part of the financial-services industry, and is one of the most widely read market writers of the last generation.
In addition to speakers’ individual presentations, we also made sure to include our always popular on-stage roundtables…
"[The Fed] are living in constant fear of a market reaction. That is not the way you manage central bank policy — it just puts you further out on the gangplank. "
— Richard W. Fisher, former President and CEO of the Federal Reserve Bank of Dallas, current Senior Advisor to Barclays
"There’s a defensible case to be made that a recession began [in the US] late [in 2015]. You don’t know until after the scorekeepers tally 18 months later."
—James Grant, founder and editor of Grant’s Interest Rate Observer
"Credit is going to continue to deteriorate. We haven’t even seen the beginning of the bankruptcies in the oil patch. I think capex is going to drop off dramatically later this year, a lot of companies are going to go [bankrupt] , and I think that’s going to lead to some really bad numbers economically."
—Mark Yusko, Founder, CEO and CIO of Morgan Creek Capital Management
Temperatures rose and ties were loosened as seasoned economists and analysts debated the most critical issues of the Decade of Disruption. To help you protect and grow your portfolio in the coming years, we’ve queued up investment panels on:
The Federal Reserve's Next Moves: Can we expect QE4 in the event of another recession? And with nearly 40% of the "rich" world's economies operating under NIRP, is the US next in line?
2016 Election Year Bout: In this special, new political panel, Michael Barone of the Washington Examiner led Stephen Moore of the Heritage Foundation and Fox News commentator Juan Williams in a spirited debate on the future of the Republic.
Finding Income in a Low-Interest-Rate Environment: Should you reach for yield? Look to emerging markets? Or simply wait for interest rates to rise?
Practical Portfolio Construction and Design: This new panel saw some of the most famous and successful portfolio strategists share their thoughts about investing in what will be a transformed world as we move through the Decade of Disruption.
And much more.
Listen to the insights and advice from SIC in comfort of your home, car, or office.
Order your Virtual Pass today, and you can look forward to:
Close to 20 hours of audio sessions: Prepare for the next decade with the help of top analysts, financial experts, CEOs, strategists, historians, and more
Information-packed slide presentations: Each speaker's session comes with their slide presentation, so you can peruse their key points and data at your leisure
SIC 2016 highlights video: Immerse yourself in the atmosphere SIC 2016 with this special highlights video
A hassle-free format: Your MP3 download means you can listen to SIC 2016 anytime, anywhere, and on almost any device
A relaxed way to experience SIC: Re-listen and analyze at your convenience.
You can order the virtual pass right now for just $450…That's $2,150 less than SIC attendees paid to be there in person. And you get audio access to the sold-out conference, as well as slide presentations from our speakers and a highlights video (It's essentially as good as being there, without any of the travel costs or headaches).
We’re currently mastering the audio to ensure it’s of the highest quality, and as soon as it's complete, we'll upload it to a buyer’s-only website for you. And course, we’ll inform you when your virtual pass is ready to download
The time to start preparing for the Decade of Disruption is now...