| Dear Reader, Day Two of the SIC 2021 featured several major highlights: A fast-paced conversation between John Mauldin and Joe Lonsdale, one of the youngest serially successful entrepreneurs and venture capitalists in the world Money-making investment ideas from Marin Katusa of Katusa Research and Sean Roosen of Osisko Gold Royalties A brilliant fireside chat between David Rubenstein, co-founder and co-chairman of The Carlyle Group, and Todd Rich, co-founder and head of Real Estate at Declaration Partners LP Lonsdale, Katusa, and Rubenstein are all known for their unfailing Midas touch. Joe Lonsdale, who is closely connected to Silicon Valley superstars like Peter Thiel and Elon Musk, envisions a better world through groundbreaking technology. With a keen eye for “things that are broken” in our economy and society, he has taken it upon himself to fix at least some of them. His firm Addepar provides a much-needed, innovative analytics platform for investment advisors. His OpenGov platform collects and streamlines government data and makes it accessible to all agencies in a state, replacing outdated, wasteful systems. His latest dream is to make cities more affordable to live and work in for ordinary people. Wait till you hear how he wants to achieve this—with your SIC 2021 Pass (still 50% off), you can re-watch all the presentations and panels. Thanks for a great session.
—Live comment from SIC 2021 attendee on Lonsdale presentation Totally agree with your thoughts on ESG. It's a popular trend without any logic.
—Live comment from SIC 2021 attendee on Lonsdale presentation Marin Katusa, who for two years in a row delivered the best SIC investment idea, may have done it again with a completely new way of precious metals mining: more gold per ton of ore, reduced costs, improved safety, and fewer chemicals. And that was only one of the actionable ideas he discussed. The other one will shock you. He feels it will outperform all other assets, including crypto. To discover all the details of this emerging megatrend, get your SIC 2021 Pass now and watch Marin’s presentation. The video will be ready soon. And if you act fast, you’ll still save 50%. Grandmaster of investing David Rubenstein commented on macro issues like President Biden’s tax plan, whether the Fed will hike interest rates, and more. While we probably won’t be able to keep Trump’s low rates, he said, Biden is unlikely to get everything he proposed and will have to compromise. He expects that Biden’s two enormous “infrastructure” bills—for $2 trillion each—will end up being combined and cut down considerably. Your depth and breadth of knowledge is extraordinary.
—Live comment from SIC 2021 attendee on Rubinstein presentation What will 2021–22 bring for inflation and interest rates? Find out what David Rubenstein predicts—get your SIC 2021 Pass now and join us live for the rest of the conference. You haven’t missed anything—your Pass includes video and audio recordings of the whole conference, and transcripts too. Plus, we still have quite a bit of live excitement to go. (See the agenda for the four remaining SIC days and get your Pass here.) Best, Mauldin Economics | 