The Demographic Deflation Bomb is ticking

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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

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…

a year ago · 3 likes · 7 comments · Fallacy Alarm

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Fallacy Alarm

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

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