How a country’s working age population growth impacts economic growth and stock returns. What Japan can do about its population decline.
In this episode you’ll learn:
- Why traveling can turn us upside down.
- Why an increase in the working age population leads to faster economic growth and higher stock returns.
- How countries can mitigate the negative economic impact of shrinking population.
- Why a Japanese debt default wouldn’t destroy the nation’s wealth but redistribute it.
Show Notes
Sonder – The Dictionary of Obscure Sorrows
Why do some countries drive on the left and others on the right? World Standards
Japan’s population projected to plunge to 88 million by 2065 – Japan Times
Ned Davis Research – Demographic Demise or Opportunity
Japan Ranks Low in Female Lawmakers. An Election Won’t Change That. – New York Times
Japan Has to Spend Less on Well-Off Elderly – Noah Smith – Bloomberg
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