Renowned demographer, historian and economist Neil Howe has written seventeen complimentary About Everything pieces for the Hedgeye website. The topics are as varied – from the rise of non-GAAP earnings to driverless cars, "unsafe at any speed?" – as they are thought-provoking. As always, Howe hosts a live Q&A, in which he dissects the broader implications for investors. So, in addition to all the writeups, the video replay of each online broadcast is below.
Read, watch or just peruse the list. Howe's unique perspective will get your investing gears turning.
The Gig Economy is Alive and Growing
Hedgeye Demography Sector Head Neil Howe discusses the so-called "gig economy." A broad measure of the gig economy shows that it accounted for as much as 40% of the workforce in 2010, up from 30.6% in 2005. Howe dissects what this means for the U.S. economy and the broader implications for investors.
Click here to read the About Everything written piece.
Click here to watch About Everything Q&A.
Warning: Earnings Smaller Than They Appear
Hedgeye Demography Sector Head Neil Howe discusses the growing use of "pro forma" accounting and explains the broader implications for investors.
Click here to read the About Everything written piece.
Click here to watch About Everything Q&A.
The Decline of the Film Industry & Its Investing Implications
Hedgeye Demography Sector Head Neil Howe discusses why the movie industry is in decline and breaks down the broader implications for investors.
Click here to read the About Everything written piece.
Click here to watch About Everything Q&A.
Driverless Cars: Unsafe at Any Speed?
Hedgeye Demography Sector Head Neil Howe discusses the future of driverless cars, assessing potential pitfalls that could ultimately delay the adoption of fully-autonomous vehicles.
Click here to read the About Everything written piece.
Click here to watch About Everything Q&A.
The Global Economy Gears Down
Hedgeye Demography Sector Head Neil Howe discusses lackluster global growth and the IMF's continually downgraded GDP forecasts.
Click here to read the About Everything written piece.
Click here to watch About Everything Q&A.
Global Brexplosion!
Hedgeye Demography Sector Head Neil Howe discusses last Thursday's Brexit vote and the broader implications for investors. "By failing to tear down and rebuild such hapless and dysfunctional institutions as the European Union, political leaders have left electorates few options other than total disruption," Howe writes.
Click here to read the About Everything written piece.
Click here to watch About Everything Q&A.
Demographic Warning Shots Fired In America
Hedgeye Demography Sector Head Neil Howe explores the troubling rise in the U.S. mortality rate that's coincided with declining fertility rates. Howe walks through the myriad demographic and social trends which have conspired to cause this development.
Click here to read the About Everything written piece.
Click here to watch About Everything Q&A.
The Bullish Case for Life Insurance
Hedgeye Managing Director Neil Howe discusses why life insurance company shares have been beaten down since the Great Recession, but makes the case for their comeback.
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Click here to watch About Everything Q&A.
Everything Must Go
Hedgeye Demography Sector Head Neil Howe discusses why department stores are slowly fading away. "The downward arc started well over a decade ago—long before the Great Recession," Howe writes. "In fact, you need to go back to the Clinton ‘90s to find a really healthy growth year for department stores... Those days are long gone."
Click here to read the About Everything written piece.
Click here to watch About Everything Q&A.
Millennials: Are We There Yet?
Hedgeye Demography Sector Head Neil Howe discusses why the Millennial Generation is coming into adulthood, but delaying traditionally big steps like homeownership and family life. Howe explains why and explores the broader investing implications.
Click here to read the About Everything written piece.
Click here to watch About Everything Q&A.
Does Cable Have a Future?
Hedgeye Demography Sector Head Neil Howe writes about why the cable and satellite TV industry's glory days are behind it. In it, Howe dissects the underlying demographic drivers and explains the broader implications for investors.
Click here to read the About Everything written piece.
Click here to watch About Everything Q&A.
The Great Productivity Slowdown
Hedgeye Demography Sector Head Neil Howe explains why the much-debated productivity shortfall – amounting to $3 trillion – is "simply far too vast to pin on mismeasurement." Howe suggests, "It’s time to take the productivity slowdown seriously" and explains the broader implications for investors.
Click here to read the About Everything written piece.
Click here to watch About Everything Q&A.
The Surge in Mental Health Services
Renowned demographer and Hedgeye Sector Head Neil Howe discusses why "mental health services spending is riding a long-term attitudinal shift that has brought mental health issues out into the open." Howe explains why it's happening and explores the broader societal and investing implications.
Click here to read the About Everything written piece.
Click here to watch About Everything Q&A.
The Golden Age of Home Improvement
Renowned demographer and Hedgeye Sector Head Neil Howe explores why consumer spending on home improvement is outstripping GDP growth and the key demographic trends behind this shift.
Click here to read the About Everything written piece.
Click here to watch About Everything Q&A.
When Less is More
Hedgeye Demography Sector Head Neil Howe discusses why "we’re entering a new era in which simplicity — not choice — is the hallmark of a cutting-edge brand."
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Click here to watch About Everything Q&A.
A Perfect Storm of Trends Points to Less Interest In "Things"
Hedgeye Demography Sector Head Neil Howe discusses why manufacturers and retailers should prepare for the possibility that “goods” aren’t coming back anytime soon. And, even when (and if) the industrial sector emerges from its long-term atrophy, the underlying framework of the “old economy” will look entirely different than what we see today.
Click here to read the About Everything written piece.
Click here to watch About Everything Q&A.
Where the Wild Things Aren't (And The Investing Implications)
World-renowned demographer Neil Howe who recently joined Hedgeye as Demography Sector Head writes about Millennials coming of age and discusses why young adult entertainment has softened—a trend with profound generational undercurrents.
Click here to read the About Everything written piece.
Click here to watch About Everything Q&A.
