Generational Shifts Perplex Markets

Published on
October 9th, 2015
69 minutes

Generational Shifts Perplex Markets

The Interview ·
Featuring Neil Howe

Published on: October 9th, 2015 • Duration: 69 minutes

Neil Howe, co-author of The Fourth Turning, engages in an enlightening discussion on generational change, highlighting the parallels between the Millenials and the silent generation of the 1930's, the effects of demography on China's economy, and how markets persist in their failure to effectively price in generational shifts.


  • EK
    Emil K.
    25 February 2016 @ 01:44
    The Great Depression & WW2 were a 15-year period of crisis. If we apply that time frame as a guide and use 2008 as the starting point then we could expect "forest fire" to come in the next few years.
    • MJ
      Matt J.
      6 January 2021 @ 15:35
      Very prescient!
  • MJ
    Matt J.
    6 January 2021 @ 15:34
    Super interesting!
  • CH
    Craig H.
    2 June 2017 @ 12:50
    A fascinating discussion about the current generations at play. For a grander discussion on demographics and cycle theory it would be helpful to interview Harry Dent who has used cycle theory since the 1980's.
    • PJ
      Peter J.
      3 June 2017 @ 19:34
      Harry Dent was interviewed last March
  • LP
    Lawrence P.
    15 March 2016 @ 03:01
    How demographic cycles fit into the greater macro picture is fascinating---another piece in the puzzle! Thanks Neil!
  • GV
    Guillermo V.
    5 February 2016 @ 19:22
    Fascinating stuff!
  • SA
    Scott A.
    16 November 2015 @ 14:27
    Another fascinating subject I would have missed without my RV subscription. Would love to see a follow up where they try and match generational outlooks against economic reality.
  • SJ
    Suzanne J.
    21 October 2015 @ 22:11
    A truly mind opening conversation. Extremely valuable content. Now I have to read more books! Thanks again, RVTV.
  • WM
    Will M.
    18 October 2015 @ 15:04
    Superb stuff. Read the 4th Turning in 98 and boy are we sticking to the game plan. Most people just do not understand the importance of generational change or the periodic great crises now upon us.
  • PM
    Pippa M. | Contributor
    18 October 2015 @ 01:33
    There was so much material here that I will have to listen to it at least once more in order to process the richness of it. Loved it. Makes me think differently about the narrative of history. FAB!!
  • AG
    Alexander G.
    15 October 2015 @ 09:24
    I am always amazed by lack of American self-awareness in geopolitical terms. US have been at war in 222 out of 239 years of existence. It has military in 151 (out of 196) countries. Food for thought>
  • DN
    D N.
    14 October 2015 @ 16:16
    Very little to argue with here, except Mr. Howe doesn't seem to address legal vs. illegal immigration (and the possible underlying/related issue of bogus government statistics).
  • UP
    Upgeya P.
    14 October 2015 @ 07:57
    The crisis we face is not just economic and political. It's ecological: we're killing the ability of the planet to support human life. Global warming. This is the emergency that we will have to fac
  • RP
    Raoul P. | Founder
    14 October 2015 @ 02:02
    Staggeringly brilliant. Fact.
  • LM
    Leland M.
    13 October 2015 @ 23:21
    I started out wondering if I would give up the time to watch the whole video and ended up wishing it would not end so soon.
  • CY
    C Y.
    13 October 2015 @ 19:24
    I've been praying (and believe I even asked) that you interview Neil Howe. His thinking has shaped my investing framework in huge ways. I was blown away by this interview.
  • CW
    Chad W.
    13 October 2015 @ 05:12
    Really need a part 2 for this one. I'd love to hear more about how he thinks the fourth turning plays itself out.
  • FP
    11 October 2015 @ 21:09
    It was awesome...just wondered how did he collect all the data...
  • PT
    Peter T.
    11 October 2015 @ 03:05
  • RM
    Randal M.
    10 October 2015 @ 19:12
    completely blown away, unexpected and wonderful conversation. worth even a second listen.
  • JM
    Jayme M.
    10 October 2015 @ 14:01
    Great. I'd love to see part II, III and IV
  • MC
    Mario C.
    10 October 2015 @ 13:07
    great to get have a sociological indsight. It would be awesome to have the same on other countries/regions.
  • SB
    Stewart B.
    10 October 2015 @ 12:39
    Fabulous interview. Please come back for more! So insightful.
  • JD
    John D.
    10 October 2015 @ 10:20
    The Fourth Turning is perhaps the most important economic book written. Hyperbolic as it might sound.
  • TH
    Timo H.
    10 October 2015 @ 06:02
    Dammit, Grant! You switched the angle! Now my head hurts. Next stop: the bookstore.
  • WB
    William B.
    10 October 2015 @ 02:08
    Demographics made real! Up close and personal. Please have at least yearly updates. This was great!
  • EA
    Ellen A.
    9 October 2015 @ 21:04
    EXCELLENT ! Shows importance of "sociology " and history in understanding where we are today. Please do this again....
  • SK
    Shawn K.
    9 October 2015 @ 19:27
    Neil Howe always on point. Read the Fourth Turning. Outstanding work.
  • CU
    Clay U.
    9 October 2015 @ 18:42
    Without a doubt, one of the best interviews I've seen on RVTV. If we don't understand the long term context in which major events are occurring, we have no way of accurately anticipating outcomes.
  • CC
    Christopher C.
    9 October 2015 @ 18:00
    Unbelievably wonderful abstraction from the gritty details. Take a mental trip and zoom out to the REALLY BIG picture that makes everything else make a whole lot of sense.
  • BL
    Bruce L.
    9 October 2015 @ 17:43
    fascinating interview moving right now to get his books
  • CC
    Chris C.
    9 October 2015 @ 17:11
    One of the best videos so far as its different perspective is invaluable.
  • LD
    Lance D.
    9 October 2015 @ 16:19
    that was fun and real thought provoking