Economy Entering '1930's-Style' Transformation; Historic Financial Reset | Neil Howe
Economy Entering '1930's-Style' Transformation; Historic Financial Reset | Neil Howe
David Lin: 4-28-2025
Neil Howe, author of "The Fourth Turning" and Director of Demography at Hedgeye Risk Management, discusses global tensions, the potential dissolution of NATO, and how Trump's nationalist policies align with the 80-year historical cycle of societal transformation currently underway.
0:00 – Intro
1:14 – A dangerous moment
4:16 – New world
9:30 – Trump and Countertrends
13:54 – Global conservatism?
15:44 - Ukraine and Russia
20:13 – NATO
23:00 – Tariffs and chaos
24:30 – Nuclear conflict
28:25 – Fourth Turning and the economy
34:23 – Investor advice
35:15 – Tariff resilience
36:44 – China
38:01 – Power of the dollar
42:55 – Buying opportunity
45:18 – Generational cycles
46:53 – Steering capital