2013Unsustainability and Transition   A Presentation by John Mauldin    Author of ENDGAME and Editor of          www.JohnM...
Unsustainability If something cannot besustained, it will change.                  www.JohnMauldin.com
What is Unsustainable? A world in which   expenses risefaster than income                www.JohnMauldin.com
It’s the End of the WorldAs We Know It, and I Feel Fine   No, Better Than Fine—      I Am Excited!                    www....
1          DebtThe End of the Developed World Debt Supercycle                 www.JohnMauldin.com
2  Unbalanced Entitlement          Promises,Primarily Pension and Health            Care   (Think Demographics!)          ...
The World and Especially Progress is              NOT Linear   What is NOT UnsustainableFood, Energy, Technological Change...
Where are theCurrent Sources of Unsustainability?              1. Japan             2. Europe             3. The US       ...
Japan: A Bug In Search of a Windshield                  Ja                          www.JohnMauldin.com
Public Debt/GDP ProjectionsSOURCE: Bank of International Settlements                                            www.JohnMa...
France is the New GreeceSOURCE: Bank of International Settlements                                            www.JohnMauld...
A Thought About AusterityOf Course it Doesn’t “Work”                     www.JohnMauldin.com
One Bubble to Rule Them All                    www.JohnMauldin.com
The Great Experiment     Keynes        VS    von Mises        VS      Fisher        VS    Friedman                 www.Joh...
Enter the New Economic Paradigm   The World of Schumpeter and MinskyStability, Instability and Creative Destruction       ...
4The Millennium Wave:A World of AcceleratingChange and Abundance                 www.JohnMauldin.com
2013 The Transition to Sustainability       Investment Theme:Avoid What is Negatively Affected    by the Unsustainable and...
What is The Characteristics           of Sustainable?1. It Serves Basic Human Needs       -Food, Clothing, Housing, Social...
For more information visit JohnMauldin.com                              www.JohnMauldin.com
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Mauldin unsustainability wcc

  1. 1. 2013Unsustainability and Transition A Presentation by John Mauldin Author of ENDGAME and Editor of www.JohnMauldin.com www.JohnMauldin.com
  2. 2. Unsustainability If something cannot besustained, it will change. www.JohnMauldin.com
  3. 3. What is Unsustainable? A world in which expenses risefaster than income www.JohnMauldin.com
  4. 4. It’s the End of the WorldAs We Know It, and I Feel Fine No, Better Than Fine— I Am Excited! www.JohnMauldin.com
  5. 5. 1 DebtThe End of the Developed World Debt Supercycle www.JohnMauldin.com
  6. 6. 2 Unbalanced Entitlement Promises,Primarily Pension and Health Care (Think Demographics!) www.JohnMauldin.com
  7. 7. The World and Especially Progress is NOT Linear What is NOT UnsustainableFood, Energy, Technological Change, Human Adaptation and Most Importantly Growth www.JohnMauldin.com
  8. 8. Where are theCurrent Sources of Unsustainability? 1. Japan 2. Europe 3. The US 4. Maybe China www.JohnMauldin.com
  9. 9. Japan: A Bug In Search of a Windshield Ja www.JohnMauldin.com
  10. 10. Public Debt/GDP ProjectionsSOURCE: Bank of International Settlements www.JohnMauldin.com
  11. 11. France is the New GreeceSOURCE: Bank of International Settlements www.JohnMauldin.com
  12. 12. A Thought About AusterityOf Course it Doesn’t “Work” www.JohnMauldin.com
  13. 13. One Bubble to Rule Them All www.JohnMauldin.com
  14. 14. The Great Experiment Keynes VS von Mises VS Fisher VS Friedman www.JohnMauldin.com
  15. 15. Enter the New Economic Paradigm The World of Schumpeter and MinskyStability, Instability and Creative Destruction Joseph Schumpeter and Hyman Minsky www.JohnMauldin.com
  16. 16. 4The Millennium Wave:A World of AcceleratingChange and Abundance www.JohnMauldin.com
  17. 17. 2013 The Transition to Sustainability Investment Theme:Avoid What is Negatively Affected by the Unsustainable and Choose What Is Sustainable www.JohnMauldin.com
  18. 18. What is The Characteristics of Sustainable?1. It Serves Basic Human Needs -Food, Clothing, Housing, Social Networks!?!?2. It is Adaptable and Antifragile -Technology, Communications3. It Creates Ever Increasing Abundance at Lower Costs - Biotechnology, Robotics, Nanotechnology, Etc. www.JohnMauldin.com
  19. 19. For more information visit JohnMauldin.com www.JohnMauldin.com

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