Strategic Investment Conference 2025

2025 SIC Conference Agenda Every Session. Every Speaker. One Place.

Opening Remarks & Intro | Olivier Garret & John Mauldin

Monday, May 12 | 10:00 am–10:05 am ET

Add to Calendar Monday, May 12 | 10:05 am–10:55 am ET

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Session 1 | Pippa Malmgren

Economist, Author, Former Economic Advisor to President George W. Bush

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.

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Monday, May 12 | 09:05 am–09:55 am ET

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Session 2 | David Rosenberg

President, Rosenberg Research

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.

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Monday, May 12 | 10:05 am–10:55 am ET

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Session 3 | Lacy Hunt

Executive Vice President and Chief Economist, Hoisington Investment Management Company

Followed by Live Q&A with Danielle DiMartino Booth

CEO & Chief Strategist for QI Research

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.

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Monday, May 12 | 11:05 am–11:40 am ET

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Session 4 | Danielle DiMartino Booth

CEO and Chief Strategist, QI Research

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.

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Monday, May 12 | 12:15 am–1:05 am ET

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Session 5 | Liz Ann Sonders

Managing Director and Chief Investment Strategist, Charles Schwab & Co.

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.

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Monday, May 12 | 2:00 pm–2:50 pm ET

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Session 6 | Barry Habib

Chief Executive Officer, MBS Highway

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.

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Monday, May 12 | 3:05 pm–3:55 pm ET

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Session 7 | Louis Gave

Founding Partner and CEO, Gavekal

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

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Session 8 | Special Happy Hour Alpha Society Event with Lacy Hunt

Moderator: John Mauldin

This exclusive, private session is for Alpha Society members—a private, candid conversation with economist Lacy Hunt.

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Monday, May 12 | 6:00 pm–6:45 pm ET

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Session 9 | Bruce Mehlman

Founder, Mehlman Consulting

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.

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Wednesday, May 14 | 10:00 am–10:50 am ET

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Session 10 | Martin Gurri

Author, The Revolt of the Public

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.

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Wednesday, May 14 | 11:05 am–11:55 am ET

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Session 11 | Milei’s Argentina: Is Radical Reform the Future of Global Fiscal Policy?

Claudio Maulhardt, Partner and Portfolio Manager, Copernico Capital Partners

Nicolás Dujovne, Former Minister of the Treasury, Argentina

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.

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Wednesday, May 14 | 12:10 pm–1:00 pm ET

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Session 12 | Howard Marks

Co-Founder & Co-Chairman, Oaktree Capital Management

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.

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Wednesday, May 14, 2025, 1:55–2:45 pm ET

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Session 13 | Peter Boockvar

Chief Investment Officer, Bleakley Financial Group

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. 

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Wednesday, May 14 | 3:00 pm–3:50 pm ET

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Session 14 | TBD

4:05 pm–4:55 pm ET

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Session 15 | Felix Zulauf

President & Founder, Zulauf Consulting

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.

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Friday, May 16 | 10:00 am–10:50 am ET

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Session 16 | Karen Harris

Managing Director, Macro Trends Group, Bain & Company

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.

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Friday, May 16 | 11:05 am–11:55 am ET

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Session 17 | Marko Papic

Macro-Geopolitical Chief Strategist, BCA Research

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.

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Friday, May 16 | 1:55 pm–2:45 pm ET

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Session 18 | What Western Analysts Keep Getting Wrong about China, and What We Can Get Right

Marko Papic, Macro-Geopolitical Chief Strategist, BCA Research

@ShanghaiMacro

Matthew Pines, Executive Director Bitcoin Policy Institute

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.

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Friday, May 16 | 3:00 pm–3:50 pm ET

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Session 19 | Control, Chaos, and Competition: How China’s Domestic Shifts Are Reshaping the World

Lyric Hughes Hale, Editor-in-Chief, EconVue

Carl Minzner, Professor of Law, Fordham University School of Law

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.

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Friday, May 16 | 4:05 pm–4:55 pm ET

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Session 20 | Happy Hour Alpha Society Event with John Mauldin & Ed D’Agostino AMA

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

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Session 21 | Tariffs, DOGE, and Policy Shock—What Does Trump 2.0 Actually Mean for Your Money?

Renè Aninao, Managing Partner, CORBŪ

David Bahnsen, Founder, Managing Partner, Chief Investment Officer, The Bahnsen Group

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.

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Monday, May 19 | 10:00 am–10:50 am ET

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Session 22 | Juliette Declercq

Founder & CEO, JDI Research

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

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Session 23 | James Bianco

President and Macro Strategist, Bianco Research

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

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Session 24 | TBD

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Monday, May 19 | 1:55 pm–2:45 pm ET

Session 25 | TBD

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Monday, May 19 | 3:00 pm–3:50 pm ET

Session 26 | TBD

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Monday, May 19 | 4:05 pm–4:55 PM

Session 27 | Happy Hour Alpha Society Event with Barry Habib

Chief Executive Officer, MBS Highway

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.

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Monday, May 19 | 6:00 pm–6:45 pm ET

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Session 28 | David L. Bahnsen

Founder, Managing Partner, and Chief Investment Officer, The Bahnsen Group

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.

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Wednesday, May 21 | 10:00 am–10:50 am ET

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Session 29 | Mark Halperin

Editor-in-Chief, 2WAY Interactive Inc.

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.

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Wednesday, May 21 | 11:05 am–11:55 am ET

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Session 30 | Jared Dillian

Senior Editor, Jared Dillian Money

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. 

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Wednesday, May 21 | 12:10 pm–1:00 pm ET

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Session 31 | Ed Yardeni

President, Yardeni Research

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.

Access: Live Stream | Recording | Audio | Transcript | SIC 2025 Investor Forum
Add to Calendar Wednesday, May 21 | 1:55 pm–2:45 pm ET

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Session 32 | Mark Mills

Founding Partner, Montrose Lane Partners

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

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Session 33 | Final Panel: The Global Vibe Shift: Positioning for Transformation, Not Turmoil

John Mauldin, Felix Zulauf, David Bahnsen and Martin Gurri

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

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