Trade Policy In Flux Dollar Dominance At Risk AI Reshaping Capital Flows Alliance Shifts Accelerate Energy Infrastructure Constrained Global Reorder Underway Geopolitical Risk Elevated Rate Regime Uncertain Supply Chain Realignment Sic 2026 · May 4, 6, 8, 11, 13
2026 Conference Theme
The Global Reorder
The era of predictable trade, shared incentives, and borderless capital has reached its end. Nations are turning inward. Alliances are shifting. Entire industries are being disrupted — some by policy, others by AI. Many by both at once. This demands new thinking. New positioning.
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We're living through the death of the old global order, and the birth of the Global Reorder. A profound transition. Full of risks but also extraordinary opportunities. At SIC 2026, we'll connect the dots and think through what's ahead.
John Mauldin
The era that defined the last several decades is ending. The global system of predictable trade, shared incentives, and borderless capital has reached its end. Nations are turning inward. Alliances are shifting. Entire industries are being disrupted. Some by policy, others by AI. Many by both at once.
This is The Global Reorder — the theme for this year's conference — and it doesn't come with a playbook. It demands new thinking. New positioning.
At SIC 2026, you'll hear from dozens of experts whose insights on the economy, markets, and geopolitics will help refine your investment strategy.
SIC 2026 WATCH LIVE GLOBAL REORDER
Annual Live-Streamed Conference
Built for investors
managing real money
Five live-streamed days. Full recordings, transcripts, and slide decks.
A framework for navigating a more volatile world.
CLARITY IN THE REORDER
Direct access to leading macro thinkers and strategists focused on what is driving this environment. Trade, energy, geopolitics, and AI. You will understand what's changing and what it means for your capital.
For Investors Managing Money
Whether you are managing personal wealth, preparing for retirement, or repositioning for what's ahead, SIC 2026 will help you think through risk, identify emerging opportunities, and build a portfolio suited for a more volatile world.
Why SIC is Different
Five live-streamed days (May 4, 6, 8, 11, 13), with full recordings, transcripts, and slide decks when available. You get a robust set of perspectives and frameworks you can return to as this cycle unfolds.
Confirmed speakers
30+ world-class experts
Macro thinkers, geopolitical strategists, and investment professionals — connecting the dots on what's ahead.
Click on a speaker to read their bio.
Renè Aninao
Managing Partner
CORBŪ LLC
David Bahnsen
Founder, Managing Partner & CIO
The Bahnsen Group
James Bianco
President and Macro Strategist
Bianco Research
Peter Boockvar
Chief Investment Officer, One Point BFG Wealth Partners
Editor of The Boock Report
Ram Charan
Author
China's 90% Model
Tyler Cowen
Professor of Economics
George Mason University
Ed D'Agostino
Partner & COO
Mauldin Economics
Jeff deGraaf
Chairman and Head of Technical Research
Renaissance Macro Research
Danielle DiMartino Booth
CEO & Chief Strategist
QI Research
Jared Dillian
Co-Founder and Chief Market Strategist
Jared Dillian Money
George Friedman
Founder and Chairman
Geopolitical Futures
Olivier Garret
Founding Partner & CEO
Mauldin Economics
Louis-Vincent Gave
Founding Partner and CEO
Gavekal
Barry Habib
Founder and CEO
MBS Highway
Mark Halperin
Editor-in-Chief
2WAY Interactive Inc.
Karen Harris
Managing Director
Macro Trends Group, Bain & Company
Dr. Michael Howell
Founder and Managing Director
CrossBorder Capital
Lyric Hughes Hale
Director of Research
Hale Strategic
Ben Hunt
President and Co-founder at Perscient
author of Epsilon Theory
Lacy Hunt
Executive VP and Chief Economist
Hoisington Investment Management Co. (HIMCO)
Joe Liemandt
Principal, Alpha School
Founder, Trilogy
Joe Lonsdale
Founder and Managing Partner
8VC
John Mauldin
Co-Founder
Mauldin Economics
Stephen McBride
Chief Analyst, RiskHedge
Founder, The Rational Optimist Society
Bruce P. Mehlman
Founder & CEO
Mehlman Consulting
Mark Mills
Founder and Executive Director
National Center for Energy Analytics
Nathan Mintz
CEO and Co-Founder
CX2
Zane Mountcastle
CEO and co-founder
Picogrid
Brett Rampal
Senior Director of Nuclear and Power Strategy
Veriten
Matt Ridley
Author, Speaker
David Rosenberg
Founder and President
Rosenberg Research
Jacob Shapiro
Independent Geopolitical Analyst
Liz Ann Sonders
Chief Investment Strategist
Schwab Center for Financial Research
Chase Taylor
Founder, Pinecone Macro Research
Head of Research, Bulwark Capital
Peter Turchin
Project Leader
Complexity Science Hub, Vienna
Ed Yardeni
President
Yardeni Research
Featured panels
What's on the agenda
Seven multi-perspective panels covering the defining forces reshaping global markets.
Featured Panel
Monday, May 4 | 2:00 PM EDT
The Market's Verdict on Conflict, Rates, and Crisis
Renè Aninao
CORBŪ LLC
David Bahnsen
The Bahnsen Group
Ed D'Agostino
Moderator
At some point, everything runs into the same test: the market. Renè Aninao and David Bahnsen bring a first-principles, market-first lens to geopolitics, policy, and investing. This conversation will explore how inflation, rates, fiscal strain, and global conflict ultimately meet their test in the capital markets—and why capital, not policy, decides what can be sustained.
Featured Panel
Wednesday, May 6 | 12:10 PM EDT
AI, Defense, and the New Battlefield
Stephen McBride
RiskHedge
Nathan Mintz
CX2
Zane Mountcastle
Picogrid
AI is already reshaping defense, supply chains, and industrial policy in real time. Stephen McBride, Nathan Mintz, and Zane Mountcastle examine how these technologies are being deployed — what it means for capital flows, competitive advantage, and the future of entire industries. Once technology moves into defense, it doesn't stay contained. It spreads outward into the broader economy.
Featured Panel
Friday, May 8 | 11:05 AM EDT
Energy at the Center of Power: Oil, Gas, Power, and New Global Demand
Mark Mills
Texas Public Policy Foundation
Energy has become the chokepoint for geopolitics. AI data centers, infrastructure, and national security. Mark Mills and others walk through what rising demand, constrained supply, and policy shifts mean for markets, and where durable long-term opportunities may be emerging.
Featured Panel
Monday, May 11 | 4:05 PM EDT
Markets Under Pressure: Investing Amidst War, Crisis, and Disruption
Jared Dillian
Jared Dillian Money
Jeff deGraaf
Renaissance Macro Research
Ed D'Agostino
Moderator
Jared Dillian and Jeff deGraaf bring a trader’s-eye view to a market being hit by war, inflation, liquidity shifts, and sharp moves in rates and commodities. Together, they’ll break down what the market is really saying now, and what investors may be missing if they focus only on the headlines.
Featured Panel
Wednesday, May 13 | 10:00 AM EDT
China's Tightrope: Energy, Control, and the Global Order
Lyric Hughes Hale
EconVue
Ram Charan
Author, China's 90% Model
Brett Rampal
Veriten
Ed D'Agostino
Moderator
China is trying to juggle weak growth, political control, and an immense appetite for resources in a world that's turning more hostile. Lyric Hughes Hale and Ram Charan examine where China can still surprise to the upside, where it's structurally constrained, and how that shapes opportunities and risks across commodities, currencies, and global equities.
Featured Panel
Wednesday, May 13 | 1:55 PM EDT
Misreading the Map: Geopolitics, Energy Flows, and What Breaks Next
Jacob Shapiro
Independent Geopolitical Analyst
Chase Taylor
Pinecone Macro Research
Ed D'Agostino
Moderator
Jacob Shapiro and Chase Taylor examine how leaders misread national imperatives, how that miscalculation reshapes conflict and markets, and why energy chokepoints like the Strait of Hormuz can move from theory to crisis in a hurry. They’ll connect war risk, oil and LNG flows, sanctions, and the broader macro consequences.
Closing Panel
Wednesday, May 13 | 4:05 PM EDT
Surviving the Global Reorder: What Comes Next
John Mauldin
Mauldin Economics
David Bahnsen
The Bahnsen Group
Tyler Cowen
George Mason University
Ed D'Agostino
Moderator
Bruce P. Mehlman
Mehlman Consulting
The system that defined the last several decades, trade, capital flows, relative stability, is shifting in ways that aren’t fully predictable yet. John Mauldin, David Bahnsen, and Tyler Cowen will take a step back and look at the bigger picture: What’s breaking. What’s holding. And what may emerge on the other side. Not forecasts in the traditional sense, but frameworks for thinking clearly in a world that’s becoming less certain, and more interesting.
What attendees are saying
2025 testimonials
From portfolio managers to retirees — how last year's attendees put SIC to work.
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It confirmed ideas I have been implementing with clients and gave me additional ideas to discuss with them going forward.
— David M.
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It has influenced me to reduce my exposure to the passive SPY US portfolio and increase exposure towards dividend stocks, international stocks, bonds, gold, silver.
—K.D.
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I walked away from that presentation with an actionable, investable thesis.
—Steven M.
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Changed my perspective on some of the current issues... I have already made some changes, more aware of need for greater defensive positioning.
— Paul R.
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The SIC is an invaluable service especially in years like this. The insights from the presentations have helped me stay calm and not panic.
—Gordon C.
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Keeps me steady as an investor.
—Robert A.
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I came in concerned about the tariff chaos... I came out with a better understanding of their impact and the implications for my portfolio.
—Ben S.
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It has given me more confidence that my investment diversification is right for my situation.
—Carl G.
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Came away thinking I had a good handle on future possibilities in financial markets.
A.G. Fromuth
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Gives me a good bit of clarity and choices.
—Cynthia J.
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For me the conference helps to focus on the long-term, filtering out the short-term noise.
—Fred W.
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Much of my investment success is attributable to John in the early years and SIC since it came online.
—Jerry M.
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Having attended dozens of conferences over my 36 years at UBS, this is clearly the best series I've enjoyed.
—Frank G.
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I retired in December of 2024 having been a wealth advisor for 18 years and a sell side analyst for 15 years. This was one of the best conferences ever.
—Catherine M.
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Best overall conference hands down.
—Bill G.
Who SIC is for
World-class faculty,
delivered to you
Events of this caliber often cost $1,000 or more — before travel, hotels, and time away. SIC 2026 brings the world's leading thinkers directly to you.
The Busy, Serious Investor
Whether you manage your own portfolio, are planning for retirement, or are repositioning for a more volatile world — SIC 2026 is designed for you. Join live across all five days, or watch on your own schedule. Every session is recorded, transcribed, and easy to revisit.
Financial Advisors & RIAs
SIC has long been a go-to resource for advisors looking to sharpen their macro view and strengthen client conversations. You will leave with clearer thinking around risks, opportunities, and positioning. Eligible attendees can also earn continuing education credits.
Portfolio Managers
Direct access to leading macro thinkers and strategists. Trade, energy, geopolitics, and AI. You will understand what's changing and what it means for your capital — with frameworks you can return to throughout the cycle.
SIC 2026 by the numbers
What you're getting
31+
World-class speakers
Macro thinkers, economists, and strategists
5
Days of insight
May 4, 6, 8, 11, 13
24
Continuing Education Credits
Financial professionals can earn 24 CFP or 24 IWI credits
20+
Sessions
Markets, policy, geopolitics, global alliance shifts
7
Live panels
Candid multi-perspective conversations
100%
Online & flexible
Live and on-demand — recordings, transcripts, slides included
“There’s real disruption unfolding. Today's macro environment is unprecedented. But at SIC 2026, the fog lifts. Our goal is simple: give you the clarity to make better decisions in a more uncertain world.”
Ed D'Agostino - Partner & COO, Mauldin Economics
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FAQS
You get full access to five live-streamed days (May 4, 6, 8, 11, 13), plus on-demand video replays, audio versions, searchable transcripts, and presentation slides. Everything is available to revisit anytime.
This year is focused on what we’re calling The Global Reorder. Shifts in trade, geopolitics, energy, AI, and capital flows. The sessions are designed to help you understand what’s changing and how to think about it as an investor.
Yes. The conference has been fully online since 2020, allowing you to attend from anywhere and access all sessions live or on demand.
If you manage your own portfolio, advise clients, or allocate capital, it likely is. The goal is to help you think through risk, identify opportunities, and navigate a more uncertain environment.
No problem. Every session is recorded, with video, audio, transcripts, and slides available shortly after. You can watch on your own schedule.
Yes. Many sessions include live Q&A.
No. You’ll receive a secure access link before the event. It works on desktop, tablet, or mobile.
Yes. We offer discounted pricing for teams and advisory groups. Contact us toll-free at (877) 631-6311 or locally at (602) 626-3100 for details.
Yes. SIC 2026 will offer Continuing Education (CE) credits, including Certified Investment Management Analyst (CIMA) and Certified Financial Planner (CFP) credits. While we cannot guarantee acceptance by all agencies, we will provide a letter of completion for submission.
We expect to confirm which sessions qualify—and the number of credits awarded—prior to the event. Details will be published here as soon as they are available, so please check back for updates.
For questions, contact ce@mauldineconomics.com.