What we can monitor and do now in preparation for a 2030s depression, which may or may not arrive. Topics covered include: Why ITR Economics has been predicting a 2030s depression for over a decade. What are the early warning signs we can monitor for increasing risk of economic and financial turmoil What are U.S. and global population predictions by the Congressional Budget Office and the United Nations What is the status of Social Security and what would it take to make … [Read more...]
451 Plus: Portfolio Trades, Thoughts on Running a Business, and the Potential Impact of U.S. Demographic Trends
In Plus episode 451, David shares the rationale behind recent trades in his portfolio to increase the allocation to equity REITs and preferred stock. We discuss the importance of keeping personal assets segregated from business risk. Finally, we review how U.S. demographic trends could impact economic growth. … [Read more...]
395: How Population Trends Will Impact Growth, Inflation, Investing and Well Being
How slowing population growth and an eventual population peak will lead to competition for foreign workers, potentially higher inflation, and ultimately the need to transition to a steady-state economy rather than one based on constantly producing more. Topics covered include: How longevity and birthrates impact population growth What areas of the world are seeing population increases versus declines Why high income countries will need more immigrants in order to sustain their … [Read more...]
178: Japan and the Impact of A Shrinking Population
How a country's working age population growth impacts economic growth and stock returns. What Japan can do about its population decline. Photo by Alex Block 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 … [Read more...]
168: Is Life More Difficult For Millennials?
How being a millennial is both different and the same from young adults of earlier generations. Image by rawpixel.com In this episode you’ll learn: How do Millennials differ from young adults in earlier generations. How large is the student loan debt burden Why is housing more expensive today. What is the paradox of choice. Show Notes Dollars and Sense LA - Money For the Rest of Us post The Changing Economics and Demographics of Young Adulthood - U.S. Census … [Read more...]
91: Demography Rules
How the number of retirees compared to workers impacts economic growth, inflation and stock returns. Photo by Amina Tagemouati In this episode you'll learn: How demographics impacts economic growth, stock returns and inflation.What is the dependency ratio.What causes inflation.Why money is infinite, but a nation's productive capacity is not. Show Notes It's A Xanax World - Bill Gross MNY042: All Countries Are Insolvent and That's A Good Thing Brazil's Fall - … [Read more...]
