Has anyone seen this production from earlier this year, May 2018? It has a lot of interesting demographic information, of course linked to the baby boom generation and in particular, the average age, labor participation rate, and the coming retirement of a huge number of people. It also makes comments on what the Fed has been doing, which is very similar (if not identical) to Japan, which already has gone through this demographic.
It is not necessarily doom porn, but rather demographic information that will make one think about "this time being different" as something very possible, at least vis-a-vis the markets. I'd be interested to see what you all think.
https://www.realvision.com/the-coming-re...-raoul-pal
You can find a (.pdf) transcript easily also with a simple search.
It is not necessarily doom porn, but rather demographic information that will make one think about "this time being different" as something very possible, at least vis-a-vis the markets. I'd be interested to see what you all think.
https://www.realvision.com/the-coming-re...-raoul-pal
You can find a (.pdf) transcript easily also with a simple search.