Mauldin unsustainability wcc
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Mauldin unsustainability wcc Presentation Transcript

  • 1. 2013Unsustainability and Transition A Presentation by John Mauldin Author of ENDGAME and Editor of www.JohnMauldin.com www.JohnMauldin.com
  • 2. Unsustainability If something cannot besustained, it will change. www.JohnMauldin.com
  • 3. What is Unsustainable? A world in which expenses risefaster than income www.JohnMauldin.com
  • 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. 1 DebtThe End of the Developed World Debt Supercycle www.JohnMauldin.com
  • 6. 2 Unbalanced Entitlement Promises,Primarily Pension and Health Care (Think Demographics!) www.JohnMauldin.com
  • 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. Where are theCurrent Sources of Unsustainability? 1. Japan 2. Europe 3. The US 4. Maybe China www.JohnMauldin.com
  • 9. Japan: A Bug In Search of a Windshield Ja www.JohnMauldin.com
  • 10. Public Debt/GDP ProjectionsSOURCE: Bank of International Settlements www.JohnMauldin.com
  • 11. France is the New GreeceSOURCE: Bank of International Settlements www.JohnMauldin.com
  • 12. A Thought About AusterityOf Course it Doesn’t “Work” www.JohnMauldin.com
  • 13. One Bubble to Rule Them All www.JohnMauldin.com
  • 14. The Great Experiment Keynes VS von Mises VS Fisher VS Friedman www.JohnMauldin.com
  • 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. 4The Millennium Wave:A World of AcceleratingChange and Abundance www.JohnMauldin.com
  • 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. 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. For more information visit JohnMauldin.com www.JohnMauldin.com