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The Grant Williams Podcast

The Hundred Year Pivot Ep. 2 - Neil Howe

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 9 May 2025

⏱️ 102 minutes

🧾️ Download transcript

Summary

In the second episode of The Hundred Year Pivot, Demetri and I talk with the man whose work inspired us to set off on this journey together – the co-author of seminal book The Fourth Turning and author of The Fourth Turning is Here, Neil Howe. What follows is a timely and thought-provoking conversation on generational theory and the turbulent state of not just the United States, but the entire world today. From rising partisanship and institutional decay to shifting cultural norms around religion, gender, and substance use, Neil unpacks the patterns he sees repeating—and what they might mean for the road ahead. We explore the defining characteristics of a Fourth Turning, why America and the rest of the world may already be deep into one, and what the implications could be both at home and on the world stage—including the possibility of a major confrontation with China. This is a deep dive into the forces reshaping our society with one of their keenest observers—and a disturbing look at what history tells us might come next. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

Transcript

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0:00.0

Before we get going, here's the bit where I remind you that nothing we discussed should be considered as investment advice.

0:16.5

This conversation is for informational and hopefully entertainment purposes only.

0:20.6

So, while we hope you find it both informative and entertaining,

0:24.2

please do your own research or speak to a financial advisor

0:27.2

before putting a dime of your money into these crazy markets.

0:30.8

And now, on with the show.

0:32.3

Thank you. Welcome everybody to the second in our new series, the 100-year pivot, although technically, I guess this is really the first step of our journey. But joining me to take that journey, my co-host and good friend, Dmitra Kaffinus. Hello, my friend. How are you?

0:54.5

I'm doing great, Grant.

0:55.6

How are you?

0:56.8

I am just ticotty-boo, as we say here in England.

1:00.0

Tickety-boo.

1:00.6

What does that mean, ticotty-boo?

1:02.3

You know what?

1:02.8

I have no idea.

1:03.5

I don't know how you phrases from my British friends. Yeah, that one, well, that's not going to help you out in too many situations, I don't think,

1:13.4

but it's a very, I think it's just a very upbeat, old-fashioned way of saying everything.

1:17.1

Half the audience is looking it up right now.

1:19.6

Yeah, right.

1:20.1

Half the audience is Google searching, Tickety Boo.

1:22.8

Yeah. You know, I guarantee you in the 1950s there were all kinds of music hall songs about

1:27.8

they're called Tickety Boo with a guy playing a ukulele or a washboard singing about it, but we

1:33.5

don't want to do that. We could sit here and do vaudeville actually and I, but I think we've got a

...

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