Generational Shifts Perplex Markets

Featuring Neil Howe

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.

Published on
9 October, 2015
Topic
History, US Economy, Global Outlook
Duration
69 minutes
Asset class
Bonds/Rates/Credit
Rating
14

Comments

  • CH

    Craig H.

    2 6 2017 12:50

    1       0

    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.

  • PL

    Peter L.

    15 3 2016 03:01

    0       0

    How demographic cycles fit into the greater macro picture is fascinating---another piece in the puzzle! Thanks Neil!

  • EK

    Emil K.

    25 2 2016 01:44

    0       0

    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.

  • GV

    Guillermo V.

    5 2 2016 19:22

    0       0

    Fascinating stuff!

  • SA

    Scott A.

    16 11 2015 14:27

    1       0

    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 10 2015 22:11

    1       0

    A truly mind opening conversation. Extremely valuable content. Now I have to read more books! Thanks again, RVTV.

  • WM

    Will M.

    18 10 2015 15:04

    1       0

    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.

    18 10 2015 01:33

    5       0

    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 10 2015 09:24

    3       0

    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 10 2015 16:16

    1       0

    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 10 2015 07:57

    2       7

    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.

    14 10 2015 02:02

    3       0

    Staggeringly brilliant. Fact.

  • LM

    Leland M.

    13 10 2015 23:21

    0       0

    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 10 2015 19:24

    2       0

    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 10 2015 05:12

    9       0

    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

    FAZALHUSEIN P.

    11 10 2015 21:09

    2       0

    It was awesome...just wondered how did he collect all the data...

  • PT

    Peter T.

    11 10 2015 03:05

    0       0

    China

  • RM

    Randal M.

    10 10 2015 19:12

    3       0

    completely blown away, unexpected and wonderful conversation. worth even a second listen.

  • JM

    Jayme M.

    10 10 2015 14:01

    2       0

    Great. I'd love to see part II, III and IV

  • LC

    Luiz C.

    10 10 2015 13:07

    1       0

    great to get have a sociological indsight. It would be awesome to have the same on other countries/regions.

  • SB

    Stewart B.

    10 10 2015 12:39

    4       0

    Fabulous interview. Please come back for more! So insightful.

  • JD

    John D.

    10 10 2015 10:20

    3       0

    The Fourth Turning is perhaps the most important economic book written. Hyperbolic as it might sound.

  • TH

    Timo H.

    10 10 2015 06:02

    2       0

    Dammit, Grant! You switched the angle! Now my head hurts. Next stop: the bookstore.

  • WB

    William B.

    10 10 2015 02:08

    12       0

    Demographics made real! Up close and personal. Please have at least yearly updates. This was great!

  • EA

    Ellen A.

    9 10 2015 21:04

    10       0

    EXCELLENT ! Shows importance of "sociology " and history in understanding where we are today. Please do this again....

  • SK

    Shawn K.

    9 10 2015 19:27

    8       0

    Neil Howe always on point. Read the Fourth Turning. Outstanding work.

  • CU

    Clay U.

    9 10 2015 18:42

    14       0

    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 10 2015 18:00

    25       0

    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 10 2015 17:43

    4       0

    fascinating interview moving right now to get his books

  • CC

    Chris C.

    9 10 2015 17:11

    9       0

    One of the best videos so far as its different perspective is invaluable.

  • lD

    lance D.

    9 10 2015 16:19

    11       0

    that was fun and real thought provoking