Fourth Turning Update: The Pandemic's Impact on Demographics, the Economy, and Society

Real Vision: Finance & Investing

Real Vision

Business, Investing, News, Business News

4.1 • 1.1K Ratings

🗓️ 16 May 2021

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Interview: Even with birthrates slowing and rapid aging in the developed world, years like 2021 where deaths outpace new births are a huge demographic outlier. In this interview with Ed Harrison, Neil Howe, author and managing director of demographics at Hedgeye, helps viewers make sense of the outsized impact that events like this can have on demographic trends. Howe and Harrison also go further than the demographics to examine how this has impacted different generations and the key players in the Fourth Turning saga. Specifically, they examine trends around migration, housing, commercial real estate, COVID variant risk, and political polarization. Recorded on March 23, 2021. Key Learnings: As well as accelerating and altering the trajectory of many societal trends around urbanization, housing, and migration, the pandemic has altered the entire demographic trajectory of the developed world. Although these consequences will take time to become measurable, investors need to be aware of the effects this can have going forward on the economy and the fabric of society. For our listeners : Join Arca's 4th annual FO256 conference virtually, Tuesday May 25th by registering at www.ar.ca/21FO256. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:58.1	I'll tell you why in part because you and I, we have been spoken before literally like three minutes ago.
1:04.1	And I've been really excited to talk to you about all the changes that have been happening.
1:09.1	I'll tell you why in part because you know, you and I, we spoke before the coronavirus pandemic happened.
1:16.1	I think it was maybe January of 2020.
1:20.1	And we met in a townhouse or a row house in downtown DC.
1:26.1	And the way I remember it is before we met, we had sort of a prep call.
1:31.1	And I was sort of like, you know, I don't know about this whole for turning stuff at all.
1:36.1	I'm really, you know, I don't know where I stand on it.
1:40.1	But ultimately, I think one, it was a really good interview.
1:44.1	And two, I think that I've become much more interested in your macro view since we've done that interview.
1:54.1	And so that's now that we've had the pandemic for so long.
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