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Home»Retirement»A $13 Trillion Bet Worth Making
Retirement

A $13 Trillion Bet Worth Making

October 15, 2025No Comments4 Mins Read
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From the Desk of Chief Income Strategist Marc Lichtenfeld: Below, Research Director Kristin Orman previews The Oxford Club’s 28th Annual Investment U Conference, set to be held this March in Las Vegas.

There are a lot of extremely rewarding aspects of my job, but every year, IU is near the very top of the list. It’s a joy to be able to interact with so many of our readers in person, and I always leave the conference energized and refreshed.

I’m as excited about this year’s conference as I’ve been in a long time. The theme – the $13 trillion digital transformation – is timely, relevant, and promises to define the next decade of innovation and wealth building.

The early-bird discount for this year’s Investment U Conference expires tomorrow, so don’t waste any time. Click here to get all the details and claim your spot.


There’s no place like Las Vegas.

I’ve been more times than I can count. One trip still stands out…

Investment U.

The last time we held Investment U in Vegas, we talked about “The Art of Speculation.” We showed how to take smart risks in a noisy market. I still use those ideas today.

Now – almost seven years later – we’re going back. And the opportunity is even bigger.

A $13 Trillion Shift

When I say this conference’s theme could define the next decade of investing, I’m not exaggerating.

At Investment U 2026, we’re diving deep into what experts call the “$13 trillion digital transformation.”

That number represents a massive global wave of spending – money flowing into technologies that are rewriting the rules of business:

  • Artificial intelligence that’s transforming entire industries
  • Robotics that’s reshaping how goods are made and moved
  • Blockchain that’s creating new trust-based systems for commerce
  • Quantum computing that’s opening doors once thought impossible
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This isn’t a passing trend. It’s a tectonic shift – the kind that has historically created some of the greatest fortunes of our time.

To put it in perspective: Global spending on digital transformation is projected to grow from $1.4 trillion next year to more than $13 trillion by 2035.

That’s not just growth… That’s acceleration.

And knowing how to position yourself ahead of that curve could be the most important financial decision you make in the next decade.

Exclusive Insights You Won’t Hear Anywhere Else

At Investment U 2026, you’ll hear from Alexander Green, our Chief Investment Strategist; Marc Lichtenfeld, our Chief Income Strategist; and a lineup of hand-picked experts.

I’ll be there too. I’ll share the research tools, screens, and models I use with Alex and Marc to find the best ideas for Oxford Club Members. You’ll see how we cut through hype and find real, actionable opportunities.

Vegas Is Fun… But Investment U Is the Main Event

Las Vegas is world-class – great food, energy, and shows. But the conference is why you should come.

Investment U brings together curious, independent investors. You’ll learn, share ideas, and make connections that last.

The venue is the Four Seasons Hotel Las Vegas – a calm, luxury oasis at the south end of the Strip. It’s non-gaming and non-smoking, so you start each day clear-headed and focused.

The setting lifts the quality of thinking and the quality of conversations:

  • Headspace for big ideas: No casino maze or slot noise. A short elevator ride takes you to a bright ballroom where you can think and hear.
  • Effortless flow: Polished meeting rooms, quiet lounges, terrace nooks, and on-site dining help you move from keynote to breakout to one-on-one without losing momentum.
  • Recharge fast: A tranquil pool and spa help you reset between sessions.
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And you’ll get the best of both worlds: Easy access to Mandalay Bay when you want buzz – five-star calm when you don’t.

This venue turns hallway chats into working sessions. Quick hellos become dinner talks. That’s where lasting insights (and investing friendships) start.

First In, Best Odds

If you wish you could go back to 1995 before the internet was obvious – or 2010 before mobile took off – this is that moment for the intelligence-and-automation economy.

There’s no better place to get ready than Investment U 2026. Alex, Marc, our expert roster, and I will focus on one goal: help you make smarter decisions with your money.

I hope you’ll join us at the Four Seasons Hotel Las Vegas from March 22-25, 2026.

Come for the education. Stay for the conviction. Leave with a plan.

Reserve your spot here now.

Good investing,

Kristin

P.S. Early-bird pricing ends tomorrow, October 15. Seats are limited. If this speaks to you, lock in your rate now – right here.



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