Join our Hedgeye Demography analyst Neil Howe on a monthly research odyssey, as we dive into the latest news that loomed largest on his radar screen the past month. 

Below is a collection of complimentary research posts from Demography Unplugged. Click here to learn more and subscribe. 

Demography Monthly | Observation Odyssey (April Rewind) - posiden  1


Last month, we examined the war in Ukraine, the political ramifications of inflation, and which US cities grew the most in 2021.

Here are my top insights from April 2022. 


Ukraine and the Fourth Turning (4/1)

In a wide-ranging conversation with Michael Blum, Hedgeye’s Co-Founder and President, we discussed all things Ukraine. We covered the ramifications for the US, Europe, geopolitics, and the global economy.  

Top NewsWires

Is This the End of Globalization? (4/11)

  • The economic blacklisting of Russia marks a new phase in the retreat from globalism. The basic trading framework established under the GATT and WTO nearly 75 years ago seems to be disintegrating.

The GOP’s Advantage on Inflation (4/19)

  • By a 14-point margin, Americans trust the GOP more than Democrats to handle inflation. This survey comes as public concern over inflation has risen to its highest level in decades.

In the Long Run, Investors Put Their Faith in Crypto (4/26)

  • Many investors expect crypto to offer the greatest return on their investments over the next decade, according to a new survey. But less than half say that they could explain how crypto works to someone else.

China vs. The English Language (4/25)

  • The English language is falling out of favor in China. It’s disappearing from schools and signage as the CCP continues to turn inward, with major implications for foreign businesses.

Top Chart

Which Cities Grew the Most in 2021? (4/8)

Demography Monthly | Observation Odyssey (April Rewind) - gfw

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Stay curious,

Neil Howe
Managing Director, Demography

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Neil Howe is a renowned authority on generations and social change in America. An acclaimed bestselling author and speaker, he is the nation's leading thinker on today's generations—who they are, what motivates them, and how they will shape America's future.

A historian, economist, and demographer, Howe is also a recognized authority on global aging, long-term fiscal policy, and migration. He is a senior associate to the Center for Strategic and International Studies (CSIS) in Washington, D.C., where he helps direct the CSIS Global Aging Initiative.

Howe has written over a dozen books on generations, demographic change, and fiscal policy, many of them with William Strauss. Howe and Strauss' first book, Generations is a history of America told as a sequence of generational biographies. Vice President Al Gore called it "the most stimulating book on American history that I have ever read" and sent a copy to every member of Congress. Newt Gingrich called it "an intellectual tour de force." Of their book, The Fourth Turning, The Boston Globe wrote, "If Howe and Strauss are right, they will take their place among the great American prophets."

Howe and Strauss originally coined the term "Millennial Generation" in 1991, and wrote the pioneering book on this generation, Millennials Rising. His work has been featured frequently in the media, including USA Today, CNN, the New York Times, and CBS' 60 Minutes.

Previously, with Peter G. Peterson, Howe co-authored On Borrowed Time, a pioneering call for budgetary reform and The Graying of the Great Powers with Richard Jackson.

Howe received his B.A. at U.C. Berkeley and later earned graduate degrees in economics and history from Yale University.