This is the podcast version of the article below:
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
High conviction concentrated growth investing combining research on innovation platforms, demography, macroeconomics and economic history.
High conviction concentrated growth investing combining research on innovation platforms, demography, macroeconomics and economic history.
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