All Podcasts Real Vision Daily Briefing: Finance & Investing Fourth Turning Update: The Pandemic's Impact on Demographics, the Economy, and Society

Episode Summary

May 16 2021 . 59 MIN

Fourth Turning Update: The Pandemic's Impact on Demographics, the Economy, and Society

The Interview: Even with birthrates slowing and rapid aging in the developed world, years like 2021 where deaths outpace new births are a huge demographic outlier. In this interview with Ed Harrison, Neil Howe, author and managing director of demographics at Hedgeye, helps viewers make sense of the outsized impact that events like this can have on demographic trends. Howe and Harrison also go further than the demographics to examine how this has impacted different generations and the key players in the Fourth Turning saga. Specifically, they examine trends around migration, housing, commercial real estate, COVID variant risk, and political polarization.

Recorded on March 23, 2021.



Ash Bennington headshot

Ash Bennington

Maggie Lake headshot

Maggie Lake

Raoul Pal headshot

Raoul Pal

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