| Dear Reader, “There are decades where nothing happens; and there are weeks where decades happen.” —Vladimir Lenin History moves slowly—until suddenly, it doesn’t. We are living in one of those rare moments when everything changes at once. But instead of weeks where decades happen, decades are happening in days. Change is accelerating—the world is being completely rewired at breakneck speed. Markets. Trade. Geopolitics. The very foundations of these are shifting beneath our feet, and no one—not even the global markets or largest institutions—is immune to the bumpy road ahead. Our annual Strategic Investment Conference couldn’t come at a more crucial time. The institutions we once relied on are fracturing, the economic principles that have long guided investors are failing, and geopolitical alliances are shifting at a pace governments are scrambling to understand. We are living through a “Global Vibe Shift”—the theme for this year’s SIC—as a fundamental realignment of power, capital, and influence happens in real time. For five days in May—May 12 through May 21—our faculty of renowned investors, thinkers, and leaders will lay out exactly what’s happening, what it means, and how we can position ourselves for a bumpy road ahead. These are the investors, economists, and decision-makers who have lived through upheavals, made the tough calls, and lived to tell the tale. Click Here to View Your Invitation and
Reserve Your Virtual Pass Now at 44% Off This year’s SIC is shaping up to be one of the most unique yet. The lineup is truly remarkable. Thirty percent of our speakers are new voices—leaders who aren’t just observing these changes but actively shaping markets and global strategy in real time. Twenty-one sessions are already locked in, covering the most pressing economic, geopolitical, and complex challenges of our time. Over 30 speakers are already confirmed, with more being added weekly. SIC 2025 is bringing in the right people, at the right time, to help us make sense of a world shifting beneath our feet. We’re still in the process of lining up speakers, but you can click to see who has confirmed so far. Click Here to View Your Invitation and
Reserve Your Virtual Pass Now at 44% Off ________________ Every year, as we put the SIC together, I ask myself the same questions: What do investors need to hear right now? What conversations are happening behind closed doors—the ones that aren’t making headlines but will change the course of markets? Whom do I trust to give real insight, not just opinions? This is your chance to gain access to those conversations. The kind of insight you wouldn’t typically have at your fingertips—insight that can make the difference between being positioned ahead of the changing world or reacting after the dust settles. It’s also where you’ll get a comprehensive perspective on the forces reshaping global markets and driving upheaval. Above all, I want SIC to be a place where real ideas take shape—where we challenge assumptions and make sense of the world together. You’ll be able to ask questions, enjoy real-time analysis and Q&A, and connect and engage directly with fellow attendees in our virtual conference space. You can add sessions to your calendar and bookmark the ones you want to revisit, so you can follow along at your own pace. As always, we’ll provide video and audio recordings and transcripts of each session and presenter slides (as available). ________________ "The speakers were excellent and while each had their own area of expertise and didn't necessarily agree exactly on recession, inflation, debt… Access to this level of experience would be difficult, if not impossible, on my own." —Ann W. "I thought it was very good. Spreading over a week and a half worked well for me. High-quality speakers. Great content. I had a good experience and I thought it was worth my time and money.” — Andy M. "Provided a much-needed overview of the entire economic world. The notes I took will be referred to many times as an aid in shaping my investment decisions.” — Joe B There is no going back—a political and economic reset is underway. The new administration is overhauling trade policy, while calls for an economic “detox” grow louder… SIC 2025 is happening in the middle of the “Global Vibe Shift”— a moment when the old rules no longer apply, and the new ones haven’t been written yet. For more than two decades, SIC has been where investors turn for clarity when the world stops making sense. Right now, that mission has never been more important. I hope you’ll join us as a fellow attendee this year—whether it’s your first time or your 21st. We’ll get through this together.
My team and I will keep you updated as more developments unfold, including new speaker announcements in the coming weeks. Click Here to View Your Invitation and
Reserve Your Virtual Pass Now at 44% Off This year’s SIC will take place on alternating days May 12, 14, 16, 19, and 21. Your positioning for a world shifting beneath our feet analyst,
John Mauldin
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