As Baby Boomers continue to retire, some analysts expect financial markets to feel the strain. We examine whether demographic shifts truly shape stock and bond returns, or what other factors matter more.Topics covered include:<ul><li>Will retiring baby boomers lead to lower stock prices or higher interest rates</li><li>Some earlier demographic predictions and how they worked out</li><li>How do natural interest rates reflect the demand and supply of capital</li><li>Why demographics are only one factor that determines economic growth and financial market returns</li></ul> Sponsors<a href="https://www.joingelt.com/" rel="noopener noreferrer" target="_blank">Gelt - Taxes Done Right</a><a href="https://joindeleteme.com/david20" rel="noopener noreferrer" target="_blank">Delete Me – Use code David20 to get 20% off</a>Insiders Guide Email NewsletterGet our&nbsp;<a href="https://moneyfortherestofus.com/insiders-guide/?mtm_campaign=Podcast-Newsletter-Link&amp;mtm_content=Episode-545" rel="noopener noreferrer" target="_blank">free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter</a>Our Premium Products<a href="https://assetcamp.com/?mtm_campaign=Podcast-AC-Link&amp;mtm_content=Episode-545" rel="noopener noreferrer" target="_blank">Asset Camp</a><a href="https://moneyfortherestofus.com/join/?mtm_campaign=Podcast-Plus-Link&amp;mtm_content=Episode-545" rel="noopener noreferrer" target="_blank">Money for the Rest of Us Plus</a>Show Notes<a href="https://zeihan.com/" rel="noopener noreferrer" target="_blank">Zeihan</a><a href="https://harrydent.com/" rel="noopener noreferrer" target="_blank">Harry Dent</a><a href="https://www.newyorkfed.org/research/policy/rstar" rel="noopener noreferrer" target="_blank">Measuring the Natural Rate of Interest—Federal Reserve Bank of New York</a><a href="https://www.federalreserve.gov/releases/z1/dataviz/dfa/distribute/chart/" rel="noopener noreferrer" target="_blank">Distribution of Household Wealth in the U.S. since 1989—The Federal Reserve</a>Related EpisodesRelated Episodes<a href="https://moneyfortherestofus.com/487-2030s-depression/" rel="noopener noreferrer" target="_blank">487: Are We Heading for a 2030s Depression? Global Economic and Population Shifts</a><a href="https://moneyfortherestofus.com/445-china-stocks/" rel="noopener noreferrer" target="_blank">445: From Boom to Bust—Why China’s Stocks Lagged Behind Its Economy &amp; Where to Invest Next</a><a href="https://moneyfortherestofus.com/395-population-and-investing/" rel="noopener noreferrer" target="_blank">395: How Population Trends Will Impact Growth, Inflation, Investing and Well Being</a>See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

<description>
 &lt;p&gt;As Baby Boomers continue to retire, some analysts expect financial markets to feel the strain. We examine whether demographic shifts truly shape stock and bond returns, or what other factors matter more.&lt;/p&gt;&lt;p&gt;Topics covered include:&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Will retiring baby boomers lead to lower stock prices or higher interest rates&lt;/li&gt;&lt;li&gt;Some earlier demographic predictions and how they worked out&lt;/li&gt;&lt;li&gt;How do natural interest rates reflect the demand and supply of capital&lt;/li&gt;&lt;li&gt;Why demographics are only one factor that determines economic growth and financial market returns&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Sponsors&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.joingelt.com/" rel="noopener noreferrer" target="_blank"&gt;Gelt - Taxes Done Right&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://joindeleteme.com/david20" rel="noopener noreferrer" target="_blank"&gt;Delete Me – Use code David20 to get 20% off&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Insiders Guide Email Newsletter&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;Get our&amp;nbsp;&lt;a href="https://moneyfortherestofus.com/insiders-guide/?mtm_campaign=Podcast-Newsletter-Link&amp;amp;mtm_content=Episode-545" rel="noopener noreferrer" target="_blank"&gt;free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Our Premium Products&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://assetcamp.com/?mtm_campaign=Podcast-AC-Link&amp;amp;mtm_content=Episode-545" rel="noopener noreferrer" target="_blank"&gt;Asset Camp&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://moneyfortherestofus.com/join/?mtm_campaign=Podcast-Plus-Link&amp;amp;mtm_content=Episode-545" rel="noopener noreferrer" target="_blank"&gt;Money for the Rest of Us Plus&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Show Notes&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://zeihan.com/" rel="noopener noreferrer" target="_blank"&gt;Zeihan&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://harrydent.com/" rel="noopener noreferrer" target="_blank"&gt;Harry Dent&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.newyorkfed.org/research/policy/rstar" rel="noopener noreferrer" target="_blank"&gt;Measuring the Natural Rate of Interest—Federal Reserve Bank of New York&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.federalreserve.gov/releases/z1/dataviz/dfa/distribute/chart/" rel="noopener noreferrer" target="_blank"&gt;Distribution of Household Wealth in the U.S. since 1989—The Federal Reserve&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Related Episodes&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Related Episodes&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://moneyfortherestofus.com/487-2030s-depression/" rel="noopener noreferrer" target="_blank"&gt;487: Are We Heading for a 2030s Depression? Global Economic and Population Shifts&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://moneyfortherestofus.com/445-china-stocks/" rel="noopener noreferrer" target="_blank"&gt;445: From Boom to Bust—Why China’s Stocks Lagged Behind Its Economy &amp;amp; Where to Invest Next&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://moneyfortherestofus.com/395-population-and-investing/" rel="noopener noreferrer" target="_blank"&gt;395: How Population Trends Will Impact Growth, Inflation, Investing and Well Being&lt;/a&gt;&lt;/p&gt;&lt;p&gt;See Privacy Policy at &lt;a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank"&gt;https://art19.com/privacy&lt;/a&gt; and California Privacy Notice at &lt;a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank"&gt;https://art19.com/privacy#do-not-sell-my-info&lt;/a&gt;.&lt;/p&gt;
 </description>

As Baby Boomers continue to retire, some analysts expect financial markets to feel the strain. We examine whether demographic shifts truly shape stock and bond returns, or what other factors matter more.

Topics covered include:Will retiring baby boomers lead to lower stock prices or higher interest ratesSome earlier demographic predictions and how they worked outHow do natural interest rates reflect the demand and supply of capitalWhy demographics are only one factor that determines economic growth and financial market returns


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Money for the Rest of Us Plus

Show Notes

Zeihan

Harry Dent

Measuring the Natural Rate of Interest—Federal Reserve Bank of New York

Distribution of Household Wealth in the U.S. since 1989—The Federal Reserve

Related Episodes

Related Episodes

487: Are We Heading for a 2030s Depression? Global Economic and Population Shifts

445: From Boom to Bust—Why China’s Stocks Lagged Behind Its Economy &amp; Where to Invest Next

395: How Population Trends Will Impact Growth, Inflation, Investing and Well Being

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Money For the Rest of Us

Do Retiring Baby Boomers Actually Move Markets? And How Much Do Demographics Really Matter

Do Retiring Baby Boomers Actually Move Markets? And How Much Do Demographics Really Matter

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