NCI: The Great Demographic Reversal: Ageing societies, inflation & investment trends with authors Charles Goodhart and Manoj Pradhan

Jan 28, 2024

01:04:55

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Episode notes

00:00 Introduction to Non Consensus Investing

00:27 Discussion with the Author of The Great Demographic Reversal

01:08 Understanding the Impact of Demographic Changes

01:44 Deep Dive into the Demographic Shifts of the Past 30 Years

03:14 The Impact of China's Population Decline

06:39 The Future of Inflation and Interest Rates

08:18 The Role of Central Banks in Managing Inflation

09:30 The Implications of Rising Debt

14:52 The Potential of AI and Robotics to Boost Productivity

21:31 The Challenges of Replacing China's Economic Growth

28:12 The Role of Central Banks in Managing Demographic Changes

32:20 The Future of Public Debt Financing

34:46 The Unsustainable Projection of Debt and Deficits

36:28 The Inevitable Cut in Benefits

37:38 The Impact of Emerging Markets

38:15 The Threat of Inflation

39:47 The Revival of Quantitative Easing

40:56 The Exponential Increase in Debt and Deficits

41:37 The Pressure of Demography

42:25 The Role of Central Banks

45:55 The Impact of Inequality on Investment

56:28 The Future of Population Growth

01:02:44 The Importance of Migration and Africa's Role

01:03:35 The Critical Role of Policy

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