Monday, May 12 | 10:00 am–10:05 am ET
Add to Calendar Monday, May 12 | 10:05 am–10:55 am ET
Raised in the heart of geopolitical power, with cabinet-level conversations at the family dinner table, Pippa Malmgren inherited a rare gift: the ability to spot paradigm shifts before they go mainstream. She called the housing crisis before it hit. She saw drones coming years before they dominated defense strategy. And she’s bringing that same 360-degree perspective to the SIC 2025. Expect a wide-ranging in depth conversation on war, technology, global power, and the forces shaping the new era.
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Add to Calendar Monday, May 12 | 09:05 am–09:55 am ET
David Rosenberg (“Rosie” as many of us call him) has been a staple of this conference for over 15 years and has built a reputation for calling key economic inflection points before they show up in the headlines. Rosie is deeply wired in the numbers and data, and nobody blends intellectual discipline, macro history, and hard numbers the way he does.
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Add to Calendar Monday, May 12 | 10:05 am–10:55 am ET
Followed by Live Q&A with Danielle DiMartino Booth
A true academic's academic. Lacy can translate decades of academic knowledge into practical insights that matter today. He’s been remarkably thorough and accurate in terms of managing money. He’ll give his take on the economic policy under the new administration—what's working, what's not, and what’s going to be a loser in the Trump 2.0 world.
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Add to Calendar Monday, May 12 | 11:05 am–11:40 am ET
Danielle became a macro rock star after leaving Fisher and the Fed. Her analysis of how Federal Reserve policy is really made behind closed doors and her insights into the broader breakdown in institutional trust make her one of the most sought-after voices in macroeconomics today. Expect fireworks: She’s been especially vocal about inflation and the Fed’s credibility problem.
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Add to Calendar Monday, May 12 | 12:15 am–1:05 am ET
Moderator: Ed D’Agostino
As Chief Investment Strategist at Schwab, Liz Ann Sonders sits at the center of the financial web—advising on trillions in assets and shaping the thinking of millions. When it comes to the macro “big picture,” few voices carry more weight—or more reach—than Liz Ann’s.
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Add to Calendar Monday, May 12 | 2:00 pm–2:50 pm ET
Moderator: John Mauldin
Barry Habib is, quite simply, the best mortgage and housing analyst in the country. With four Crystal Ball Awards for forecasting home prices—including 2024—nobody tracks interest rates and housing data more closely or explains it more clearly. There’s a reason he speaks 50 times a year across the country. Expect a data-rich and insightful session on housing, rates, and the broader economy.
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Add to Calendar Monday, May 12 | 3:05 pm–3:55 pm ET
Moderator: John Mauldin
Louis Gave has spent over two decades advising some of the world’s largest asset managers, sovereign wealth funds, and central banks. A European money manager with deep roots in China, he brings a unique perspective to the SIC 2025. He’s not contrarian for the sake of it—he just sees things others miss and brings the kind of clarity and counterpoint we need to make more informed decisions in a fractured world.
Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Monday, May 12 | 4:10 pm – 5:00 pm ET
Moderator: John Mauldin
This exclusive, private session is for Alpha Society members—a private, candid conversation with economist Lacy Hunt.
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Add to Calendar Monday, May 12 | 6:00 pm–6:45 pm ET
Moderator: John Mauldin
Bruce is one of the great political insiders—wired into both parties, trusted by CEOs, policymakers, and power brokers across the aisle. He’s helping his clients navigate a divided Congress, regulatory changes, and a White House redefining the government’s role. Bruce’s session is essential for those of us who understand that clearer visibility into Washington means a sharper perspective on the risks and opportunities impacting our portfolios.
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Add to Calendar Wednesday, May 14 | 10:00 am–10:50 am ET
Moderator: Ed D’Agostino
Martin Gurri saw it coming. Long before the rise of Trump, populism, or mass institutional distrust, he warned that the collision between elites and the empowered public would fracture the global status quo. Today, his framework of elites vs. counter-elites is the defining lens through which to understand the world we’re in— an era of political, cultural, and market upheaval.
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Add to Calendar Wednesday, May 14 | 11:05 am–11:55 am ET
Moderator: David Galland Partner, Mauldin Economics
Argentina may be ground zero for the most radical fiscal reform experiment of the decade. Claudio Maulhardt and Nicolás Dujovne offer firsthand insight into the political and structural forces behind the shift. This session explores how Argentina’s reform could serve as a model—or a warning—for the impacts of radical fiscal policy around the world.
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Add to Calendar Wednesday, May 14 | 12:10 pm–1:00 pm ET
Howard Marks is renowned for his expertise in navigating market cycles and risk. Last year, he addressed the end of the era of cheap money, urging us to adjust strategies for a higher-rate environment. We look forward to hearing his perspective on how the Trump administration’s policies and the broader economic shifts are shaping his investment strategy.
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Add to Calendar Wednesday, May 14, 2025, 1:55–2:45 pm ET
Moderator: John Mauldin
Peter is the reason many of us don’t have to spend hours chasing headlines across a hundred different sites. He connects the dots—data, markets, policy—and distills them into something actionable. After the recent market pullback, Peter has notably outperformed, particularly in value and commodities—areas that have been a nice place to be this year so far, considering we don't know what's going to happen in the coming months, let alone weeks.
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Add to Calendar Wednesday, May 14 | 3:00 pm–3:50 pm ET
Moderator: Ed D’Agostino
Felix Zulauf is the consummate global macro thinker. A perennial favorite with over four decades of market experience, his track record consistently outpaces benchmarks. A longtime member of the Barron’s Roundtable, Felix possesses deep macro insights and pragmatic portfolio thinking. He sees the world from 30,000 feet and will help us think clearly about protecting and growing capital in a world shifting faster than ever.
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Add to Calendar Friday, May 16 | 10:00 am–10:50 am ET
Head of Bain’s Macro Trends Group, Karen Harris advises some of the world’s most influential corporations and capital allocators. She helps major players anticipate shifts like how AI will reshape labor markets or how regional instability could disrupt global supply chains. This year, we’ll hear directly from Bain’s visionary—and gain exposure to the kind of strategic perspective institutional players leverage for what’s ahead.
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Add to Calendar Friday, May 16 | 11:05 am–11:55 am ET
Marko Papic deals in power, incentives, and cold geopolitical logic. That’s why global firms and allocators turn to him when the stakes are high. Whether it’s how a Russian peace deal could shift energy markets or how a second Trump term might reshape alliances and capital flows, we’ll get a clear, timely view of what’s at stake. He’s lived around the world, advised serious money, and will help us see how political constraints shape economic outcomes… and how that translates to real-world risk and opportunity.
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Add to Calendar Friday, May 16 | 1:55 pm–2:45 pm ET
Moderator: Ed D’Agostino
Marko Papic joins anonymous strategist @ShanghaiMacro, whose unfiltered, data-rich work has earned him the trust of macro investors—and the scrutiny of the China Communist Party. For security and safety reasons, his identity remains private. This session will dig into China’s hidden fragilities and ambitions, and how tariffs and policy shifts may reshape the future of global trade.
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Add to Calendar Friday, May 16 | 3:00 pm–3:50 pm ET
Moderator: Ed D’Agostino
China is a test case for how power, production, and policy are reshaping the global order. Lyric Hughes Hale—fluent in six languages, including Chinese and Japanese—joins Carl Minzner to untangle China’s internal contradictions and global ambitions. We’ll learn how China’s potential next moves could reshape global supply chains, tariffs, capital flows, and strategic positioning.
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Add to Calendar Friday, May 16 | 4:05 pm–4:55 pm ET
Exclusive to Alpha Society Members
This exclusive, private session is for Alpha Society members—a private AMA (Ask Me Anything) with Ed D’Agostino and John Mauldin to unpack the week’s biggest themes.
Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Friday, May 16 | 6:00 pm–6:45 pm ET
Moderator: Ed D’Agostino
How much consensus is there in DC? What’s really being decided behind closed doors? Two of the most politically wired-in economic minds will walk us through what’s coming—tariffs, tax cuts, trade shifts—what markets might be missing, and what investors should be watching now.
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Add to Calendar Monday, May 19 | 10:00 am–10:50 am ET
Moderator: Maggie Lake, Founder, Maggie Lake Media
Early in the Biden administration, Juliette nailed the policy shifts and market reactions, and positioned accordingly. Now, as markets and governments enter another volatile stretch, she’s turning her focus to shrinking workforces, fiscal overreach, and what she calls a “capitalism malaise.” In this conversation with Maggie Lake, expect a clear-eyed, no-nonsense breakdown of how Trump’s second term could spark a different kind of macro revolution—one of disruption and opportunity.
Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Monday, May 19 | 11:05 am–11:55 am ET
Credit conditions ripple through everything—from equities and real estate to geopolitics. In today’s “vibe-shift” economy, the bond market often reveals the new rules first. That’s why institutions turn to Jim—one of the most respected bond market analysts in the country—when yields, inflation expectations, or liquidity get messy. This session is essential for understanding the signals that could shape markets in the months ahead.
Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Monday, May 19 | 12:10 pm–1:00 pm ET
Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Monday, May 19 | 1:55 pm–2:45 pm ET
Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Monday, May 19 | 3:00 pm–3:50 pm ET
Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Monday, May 19 | 4:05 pm–4:55 PM
Moderator: John Mauldin
This exclusive, closed-door session is for Alpha Society members. Barry joins us for a candid conversation about the economic climate—what matters, what doesn’t, and how to think about what’s next.
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Add to Calendar Monday, May 19 | 6:00 pm–6:45 pm ET
David is one of the most grounded economic and investment thinkers—regularly in conversation with Treasury, Commerce, and key policy insiders. In this session, he’ll offer clarity on what’s really happening in Washington, plus the practical frameworks and heuristics we can rely on as the world changes incredibly fast.
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Add to Calendar Wednesday, May 21 | 10:00 am–10:50 am ET
Moderator: David Bahnsen
Mark has long been one of the sharpest political minds in the country. An insider’s insider, he’ll share his take on the media-political complex unraveling in real time, as corporate media and political institutions lose ground amid a massive shift in technology, consumer behavior, and trust. You’ll come away with a clearer sense of how the old guard is losing—and what could replace it.
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Add to Calendar Wednesday, May 21 | 11:05 am–11:55 am ET
Moderator: Ed D’Agostino
Jared is the sharpest thinker on market sentiment today. He understands what investors are feeling—and how those emotions are driving decisions. Provocative, raw, and often early—his session promises to widen our perspective and sharpen the way we see the emotional undercurrents in this era of uncertainty.
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Add to Calendar Wednesday, May 21 | 12:10 pm–1:00 pm ET
Ed Yardeni is one of the most thoughtful, data-driven voices on Wall Street. He’s not a perma-bull or a doomsayer—he calls it like he sees it, based on the numbers. He’s been a leading voice behind the “Roaring 2020s” thesis—and so far, he’s been more right than wrong. But recently, he's tempered that optimism and has begun to revise his targets lower. We’ll discover what’s changed—and in light of the data, where we really stand.
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Add to Calendar Wednesday, May 21 | 1:55 pm–2:45 pm ET
Since the energy sector is driving much of the transformation of global capital flows and market dynamics—Mark is a must-see. He came from a nuclear background and knows oil, gas, renewables, and the real-world constraints most analysts ignore. He’s left the Manhattan Institute to form his own think tank. The single best energy analyst we know—period.
Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Wednesday, May 21 | 3:00 pm–3:50 pm ET
Moderator: Ed D’Agostino
The final panel brings it all together. John Mauldin, Felix Zulauf, David Bahnsen and Martin Gurri tackle the question: As the world undergoes a complete rewiring—markets, trade, geopolitics—where old rules no longer apply and new ones are yet to be written… What now? Expect candid, honest discussion about the opportunities and risks ahead.
Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Wednesday, May 21 | 4:05 pm–5:20 pm ET