Fallacy Alarm
Fallacy Alarm
The Demographic Deflation Bomb is ticking (podcast version)
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The Demographic Deflation Bomb is ticking (podcast version)

The eroding demographic base encourages the resumption of QE, will bring us back to a stagnating, low inflation environment & reward investors for betting on the scarcest of all things: Growth!
Fallacy Alarm
Sep 14, 2022
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This is the podcast version of the article below:

Fallacy Alarm
The Demographic Deflation Bomb is ticking
Before we dive in, a quick announcement: I was recently invited to @DarntonsMedia’s YouTube Channel. We spoke about Tesla, Amyris, my investment philosophy on concentrated high conviction growth investing and my macro framework for the coming years. Check it out, you might like it! First time I am showing my face online, big step for me…
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2 years ago · 3 likes · 7 comments · Fallacy Alarm

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Fallacy Alarm
Fallacy Alarm
High conviction concentrated growth investing combining research on innovation platforms, demography, macroeconomics and economic history.
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