Here is a 33-minute presentation I delivered in November at Hedgeye's annual Macrocosm conference. Tune in if you want hear me discuss the following topics:
- Just In: Seniors "Own" It (The Graying of Wealth). Over the past several decades, America's wealth has shifted dramatically away from younger age brackets and toward the elderly—a trend with implications for plenty of industries.
- Deaths Still Up, Births Still Down. What's behind the ominous dual trend of rising U.S. mortality and declining fertility?
- Bannon's War on the GOP. How will Bannon's self-declared "war" on the GOP establishment and its leadership affect the 2018 midterms?
It's been a great year. The markets are up, yet the world is holding its breath. I look forward to rejoining all of you after the holidays!
--Neil Howe
