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.
Today’s guest is Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management.
In today’s episode, Dr. Kelly shares his …
Today we’re sharing our 5 most popular episodes from 2022! We know it’s hard to listen to every episode, so we have the most downloaded episodes for …