As Baby Boomers continue to retire, some analysts expect financial markets to feel the strain. We examine whether demographic shifts truly shape stock and bond returns, or what other factors matter more. Topics covered include: Show Notes Zeihan Harry Dent Measuring the Natural Rate of Interest—Federal Reserve Bank of New York Distribution of Household Wealth in the U.S. since 1989—The Federal Reserve Episode Sponsors Gelt - Taxes Done Right Delete Me – Use … [Read more...]
487: Are We Heading for a 2030s Depression? Global Economic and Population Shifts
What we can monitor and do now in preparation for a 2030s depression, which may or may not arrive. Topics covered include: Show Notes Top 5 Causes of the 2030s Great Depression—ITR Economics The Demographic Outlook: 2024 to 2054—Congressional Budget Office Testimony on Social Security’s Finances—Congressional Budget Office World Population Prospects 2024—The United Nations World Population Prospects 2024: Graphs/Profiles—The United Nations America is uniquely … [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. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More … [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: Show Notes World Population Prospects 2022: Summary of Results—United Nations Department of Economy and Social AffairsFive Key Findings from the 2022 UN Population Prospects by Hannah Ritchie, et … [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. 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 … [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. In this episode you’ll learn: Show Notes Dollars and Sense LA - Money For the Rest of Us post The Changing Economics and Demographics of Young Adulthood - U.S. Census Bureau New US homes today are 1,000 square feet larger than in 1973 and living space per person has nearly doubled - Mark J. Perry - AEI Exile Lifestyle by Colin Wright Student Debt and the Class of 2015 - … [Read more...]
91: Demography Rules
How the number of retirees compared to workers impacts economic growth, inflation and stock returns. 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 - The Economist Summary … [Read more...]
