#174 - Amlan Roy - Monetary Policy is Very Ineffective In A World Where We Are Getting Very Old

58 minutes

In episode 174, we welcome our guest, Amlan Roy. Amlan and Meb start the conversation off with a discussion on demographics, why we need to understand them, and the idea that monetary policy is relatively ineffective in the demographic environment the world faces today.

Amlan then lays out some prescriptions for some of the issues he’s seeing today, including, the idea of doing away with traditional retirement ages, more fairness toward women, and updated immigration policies.

Meb and Amlan then get into negative yielding interest rates, the impacts they have on investors, and how we should be thinking about economic and finance theory. He also hits on falling productivity growth, and a trying to solve that issue in China, India, and the rest of the world by bringing more young people and women into the workforce.

Amlan then shifts to some additional thoughts on growth, and his idea of the “Demographic Dividend.”

Don’t miss all of this and more in episode 174, including some of Amlan’s most memorable and important market calls.

More episodes from The Meb Faber Show

Annie Duke – Why Great Investors Are Great Quitters | #448

Today’s guest is Annie Duke, a consultant in the decision-making space and previously was a professional poker player who won over 4 million dollars. …

Dave Thornton, Vested – Could Index Investing Come to Venture Capital? | #447

Today’s guest is Dave Thornton, co-founder & Chief Customer Officer of Vested, which helps startup employees unlock the value in their equity.

In today’s episode, Dave shares how Vested …

BlackRock's Rick Rieder on the State of the Markets | #446

Today’s guest is Rick Rieder, the CIO of Global Fixed Income at BlackRock & the Head of the BlackRock Global Allocation team. Rick is responsible for roughly $2.4T in assets.

In today’s …

Jeff Currie, Goldman Sachs - Why ESG May Make This Commodity Supercycle Different From Past Cycles | #445

Today’s guest is Jeff Currie, Goldman Sachs’ global head of Commodities Research.

In today’s episode, Jeff shares why he called for a commodity …

Steve Romick, FPA Funds – Live at Future Proof! | #444

Today we have a special episode for you today from last weeks’ Future Proof Festival. I recorded live with Steve Romick, portfolio manager for the …

How you can listen to this podcast

You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.

Recommended apps
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56