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
Share:

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.

Subscribe

Hosts

Ash Bennington headshot

Ash Bennington

Maggie Lake headshot

Maggie Lake

Raoul Pal headshot

Raoul Pal

Follow Us

We'll be tweeting new episodes, polls, questions, and show updates. Follow us and say hi!

@Realvision

Join the revolution

Choose your membership level below

Real Vision Essential

Essential insights for all investors

Our core membership, Real Vision ESSENTIAL, unlocks our most popular shows, introducing the key market themes we focus on and featuring hard-to-access guests like Kyle Bass, Jim Chanos, Jim Grant, Stan Druckenmiller and many more.

Become a member now and get analysis you won’t find anywhere else.

  • Daily interviews, investment ideas and presentations

  • The Real Vision Daily Briefing – after market close

  • Quarterly two-week long investment themes

  • Full, ad-free access to the archive

  • Binge anytime, anywhere on mobile and OTT apps, and offline with downloadable video, audio and transcripts

Become a member today

Plans starting at just $239/year. Cancel anytime.

Select your plan