| Dear Reader, SIC 2023 is officially underway, and the first day started off with fireworks. With the help of renowned speakers like Neil Howe, Howard Marks, and David “Rosie” Rosenberg, we got expert guidance and actionable advice on what to expect in the next 6‒12 months (or the coming decade, in Howe’s case). If you haven’t already claimed your Virtual Pass for the SIC, it’s not too late. You can find recordings of all Day 1 sessions and a brief recap video in our members portal. Click here to grab your Virtual Pass now. Here’s just a quick glimpse of what we covered in Day 1: Neil Howe revealed why he expects today’s “Fourth Turning” to end in conflict, what role the 2024 election will play, and what to expect during the next generational phase. Howard Marks broke down the “sea change” we’re experiencing today and where we can find new opportunities with the days of zero interest rates behind us. David Rosenberg laid out why we’re facing an imminent recession today, a timeline for the expected recovery ahead, and how to allocate your portfolio based on the data. Neil Howe will also be joining us again later in the week to speak on these broader trends in our always-popular final panel with John Mauldin and others. Today, we’re looking forward to covering everything from Fed policy to geopolitics to venture capital and more. Here’s who’s set to speak in our lineup today: Joe Lonsdale, co-founder of Palantir Lacy Hunt, executive VP and chief economist, Hoisington Investment Management Company Louis Gave, CEO of Gavekal Dr. Stephen Roach, Yale University, former chairman of Morgan Stanley Asia and chief economist of Morgan Stanley Peter Boockvar, Chief Investment Officer of Bleakley Financial Group Bruce Mehlman, founder and CEO of Mehlman Castagnetti Rosen & Thomas There’s still plenty of exciting presentations, panels, and fireside chats remaining over the next week. Don’t miss a moment of it as our expert faculty prepares us to “think the unthinkable.” Click here to claim your SIC 2023 Virtual Pass and access all Day 1 recordings. Best, Mauldin Economics |
