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Demography Unplugged with Neil Howe
Demography Unplugged with Neil Howe episodes
- Housing, Mutations, Navalny, and Why Europe Thinks America is "Broken"In this latest issue of my weekly podcast, we discuss the threat of Covid-19 adaptive mutations. Moderna-NIH just released their new study on the effectiveness of the Moderna vaccine against the South African mutation. Yes, the vaccine protects against the new variant, but the antibodies' strength is reduced by 4 to 6X. This is the first sign that vaccines will most likely need to be updated in the future. Suga's public approval plummets. The Japanese PM's approval rating has fallen from...1 hr 16 min
- The Biden Economy, the Weimar Republic, and Conte's Close CallIn this latest issue of my weekly podcast, we discuss the future of the economy. I predict we will see three distinct phases. In the next few weeks, the economy will continue to decelerate, with accompanying market turbulence, to the mobility drop associated with Covid-19. But going forward over the next several months into the summer, both will go strongly positive, buoyed by the vaccine and Biden stimulus. In 2H, however, look for outlook to darken just when the party is rockin'--due ...1 hr 12 min
- Georgia Elections, Storming the Capitol, and EU-China AgreementIn this latest issue of my weekly podcast, we discuss the Georgia elections. Raphael Warnock and Jon Ossof beat Republican incumbents Kelly Loeffler and David Perdue. Both Warnock and Ossof won by over 0.5%, avoiding an automatic recount. Ultimately this is good news for markets. While traditional wisdom says markets want a divided Congress, the recent chaos has led them to hope for a united government.Pro-Trump protesters storm the Capital Building. Despite the protesters' wishes, the siege ...1 hr 13 min
- Vaccines, Student Debt, and Italy's New StarIn this latest issue of my weekly podcast, we discuss the latest news on vaccines. The FDA reports that the Moderna vaccine is "highly effective" after examining the trial data. They are expected to give emergency approval by Friday. The Moderna vaccine is easier to handle than the Pfizer vaccine because it does not need to be stored at Antarctic temperatures. This will be key to supplying rural communities.The US is likely to enter an accelerating recovery in 1Q + 2Q. How quickly is open to ...59 min
- Retail in a Post-Pandemic WorldIn this latest issue of my weekly podcast, I replay my recent interview with Brian McGough, sector head of Retail here at Hedgeye. In this interview, we take on the longer-term consequences of six big earthquakes shaking the retail universe. 1. The Home Improvement Effect/Household Formation. 2. E-comm vs. Brick & Mortar shopping. 3. Fast-Fashion, Slow Fashion, and Thrifting. 4. Branding – Relevance then vs. now. 5. Retail Bankruptcies and Mall closures. 6. Amazon vs. Walmart.Brian ...1 hr 39 min
- Online Dating, "The Metaverse," and Social MediaIn this latest issue of my weekly podcast, I replay my recent interview with Andrew Freedman, sector head of Communications here at Hedgeye. The last time Andrew and I got together in June 2020, we discussed "Media in the Pandemic Age," examining how the crisis has impacted consumption trends by generation. This time around, we take a deep dive into three topics: online dating during the pandemic, the ever-evolving potential of interactive media, and the possible regulation of social media. A...1 hr 29 min
- Vaccines, Republican Women, and New Asia Trade DealIn this latest issue of my weekly podcast, we discuss the race for a vaccine. Both Pfizer and Moderna announced that preliminary data show that their vaccines are over 90% effective. Yet despite the good news, there are still some major hurdles for these vaccines. 1. They have to be stored at sub-zero temperatures. 2. There is deep public distrust in their safety. 3. There hasn't been time to study their long-term effects (ADE, cross-reactivity, immunity duration, etc.).Is political polling d...1 hr 3 min
- Navigating Crisis In AmericaIn this latest issue of my weekly podcast, I replay my recent interview with Keith McCullough, Hedgeye's CEO. In the interview, we talk about the election, what the polls got right and wrong, and how 2020 fits into our longer-term 4th Turning perspective on history and generational change. A large section of the interview was spent answering listener questions. And as usual, we start the podcast with an update on the S&P's recent rise while examining how Biden's economic policies could af...1 hr 25 min
- States of PlayIn this latest issue of my weekly podcast, I replay my recent interview with JT Taylor, Hedgeye's Chief Political Strategist and Paul Glenchur, Hedgeye's Senior TMT Policy Analyst. With the election a few days away, the race for the White House and Congress is on track to be the most divisive and expensive in history. Joe Biden, while fading slightly in his lead over Donald Trump, remains decisively ahead. For Trump to barely squeak by in the Electoral College, he would need an incredible sur...1 hr 22 min
- Crisis, Collapse & Conflict: A World At The CrossroadsIn this latest issue of my weekly podcast, I replay my recent interview with John Mauldin, founder of Mauldin Economic, and Hedgeye CEO Keith McCullough. We have a wide-ranging conversation from the recent CBO projections to the state of the election to the next Fourth Turning. And as usual, we provide a brief market update while checking in on the race for the White House. **********The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intel...1 hr 17 min
About Demography Unplugged with Neil Howe
From the publisher's feed
Exciting news for all listeners: Neil Howe's podcast is undergoing an exciting transformation and emerging with a brand-new name—"Trend Watch". From now on, all upcoming episodes will be…
exclusively available in full on Substack. But that's not all—Neil's new Substack newsletter launching August 21, 2023, will feature thought-provoking insights on demographic, economic, and generational trends. Stay informed, stay engaged, and stay ahead of the trends!
Visit: www.demographyunplugged.com to subscribe.
Neil Howe’s podcast is designed to help savvy investors and business leaders uncover hidden trends and critical developments driving world markets and economies. It’s like peering into the future. Discover the likely winners (and losers) of “big ideas” as renowned demographer Neil Howe – the guy who coined the term “Millennial” – distills game-changing new developments down to their essence.
Neil Howe is an acclaimed historian, economist, and demographer and the bestselling author (with William Strauss) of The Fourth Turning, the New York Times Bestselling follow-up book, The Fourth Turning is Here, as well as over a dozen books on demographic and social change. The nation’s leading thinker on today’s generations—who they are, what motivates them, and how they will shape America’s future—Howe is Managing Director of Demography at Hedgeye Risk Management, an independent financial research firm, as well as President of LifeCourse Associates, which serves hundreds of corporate, nonprofit, and government clients.