Neil Howe: Super-bullish the U.S.A. in the 2030s. But between now and then…
Macro Voices - Podcast autorstwa Hedge Fund Manager Erik Townsend - Czwartki
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Erik Townsend and Patrick Ceresna welcome Neil Howe to MacroVoices. Erik and Neil discuss how the Fourth Turning is unfolding, what is in store for the second half of the fourth turning and how the cycle climax’s at the end. The touch on employment, late-cycle dynamics, trends in real GDP and what demographic trends suggest for the long-term future.
