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Mauldin unsustainability wcc
Mauldin unsustainability wcc
Mauldin unsustainability wcc
Mauldin unsustainability wcc
Mauldin unsustainability wcc
Mauldin unsustainability wcc
Mauldin unsustainability wcc
Mauldin unsustainability wcc
Mauldin unsustainability wcc
Mauldin unsustainability wcc
Mauldin unsustainability wcc
Mauldin unsustainability wcc
Mauldin unsustainability wcc
Mauldin unsustainability wcc
Mauldin unsustainability wcc
Mauldin unsustainability wcc
Mauldin unsustainability wcc
Mauldin unsustainability wcc
Mauldin unsustainability wcc
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Mauldin unsustainability wcc

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  • 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

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