| Dear Reader, For commentary from a Federal Reserve insider, Tom Hoenig is one of my go-to people. He now thinks the US will face a reckoning due to rising inflation. In a recent Barron’s interview, he stated... “It’s going to be a very difficult couple of years for the US economy and the Federal Reserve. If they raise rates to bring inflation down, then the hard part begins. Because when that happens and the economy begins to slow, they’ll worry about recession. There’ll be a likelihood they ease policy again, even while inflation remains 4–5%.” Tom will provide more insights at the upcoming SIC 2022, which starts in just 12 days (click here to get your Virtual Pass now). He’s not the only Fed and policy insider at our conference either. We’ll have Danielle DiMartino Booth back, who used to work with Dallas Fed Chief Richard Fisher and who has written a book tellingly titled, Fed Up—An Insider’s Take on Why the Federal Reserve Is Bad for America. The third policy insider in our faculty is Bill White, former head of the Monetary and Economic Department at the Bank of International Settlements (BIS), former chairman of the OECD’s Economic and Development Review Committee, and currently a senior fellow at the C.D. Howe Institute. We’re also working on confirming a surprise guest who’s been a household name in domestic and foreign policy since the late 1960s. I can’t tell you any more right now, except that literally everyone knows his name. If you want to see all 50+ speakers we’ve enlisted so far, click here for the full list.) But it won’t be all policy gloom and doom at the SIC 2022. Opportunities abound for investors in every economic environment—if you know where to find the hidden ideas that go on to produce outsized gains. Many of our speakers—well-known asset managers and investing legends—will tell you about their preferred investments on our virtual stage. And for good measure, we’ve tacked an extra day onto our conference where the Mauldin Economics analysts will give you actionable ideas regarding what to invest in now. The SIC starts on May 2. You don’t want to miss this—so I urge you to get your Virtual Pass today. Your weighing policy and returns analyst, John Mauldin
Co-founder, Mauldin Economics | 