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In a special two-part edition of Hedgeye's Real Conversations, Hedgeye CEO Keith McCullough welcomes back demographer, author, and historian Neil Howe to discuss politics, central planning, and millennials.

Armed with his unrivaled expertise on demographics, Neil breaks down how the 2016 Republican field stacks up to the current Democratic candidates and what the upcoming election will look like compared to 2008.

In Part 2, Neil discusses what the Federal Reserve will likely do versus what it should do, what massive corporate earnings might actually represent, and the sector that is responsible for positive GDP growth in the U.S.