| Dear Reader, Yesterday, we shifted into high gear on the final day of the 2017 Strategic Investment Conference. Mark Yusko, CIO of Morgan Creek Capital Management, kicked-off proceedings with an energetic presentation, touching on a reoccurring theme of the SIC—demographics. Next, our very own John Mauldin spoke on the coming wave of automation and its economic implications. John referenced a recent study by PricewaterhouseCoopers, which found that 38% of all US jobs will be automated by 2030. And it’s no longer just low-skilled jobs—61% of all financial positions will also be automated in the coming years. Bringing the audience into the home stretch was historian and demographer Neil Howe, author of The Fourth Turning. Neil pointed out that we are now in the Fourth Turning, the most tumultuous time in human history and one which typically brings war and social upheaval. This year’s Strategic Investment Conference was truly exceptional. 26 of the world’s top asset managers, geopolitical experts, and investment strategists dissected the trends which are shaping the future of financial markets. Here are our three main takeaways from the SIC 2017: Economic Power Shifts from West to East: India and China’s share of world GDP has increased six-fold since 1970. Meanwhile, the G7 nations share of global trade has declined from 50% to 30%. This shift in economic power presents one of the greatest investment opportunities in history… and also carries many risks. Demographics Are Destiny: Populations in the West are aging rapidly. In the US alone, 10,000 people turn 65 every day… and will do so for the next dozen years. An aging population means less economic activity, which has profound implications for your portfolio. The Coming Technological Revolution Will Change the World: Over one-third of US jobs are expected to be automated over the next decade. But automation and advances in technology aren’t just affecting manufacturing workers—they will impact your future investment success. We hope you have enjoyed the daily recaps from the SIC 2017 and updates through the Live Blog… we have certainly enjoyed bringing them to you. As a thank you for your continued support of Mauldin Economics, we offer you a FREE bundle with exclusive insights from the SIC 2017 and more! As part of the bundle, you’ll receive: A Geopolitical Futures Map e-Book which will help investors gain a unique perspective on the rising geopolitical tensions. Exclusive interviews and transcripts from the SIC 2017 with George Friedman, John Mauldin, Neil Howe, and Lakshman Achuthan. A video interview with Dr. Pippa Malmgren on the signals you need to be watching for as the Paradigm Shifts unfold. Special bonus content from many more expert SIC 2017 speakers. Sincerely, Ed D'Agostino
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