Скачать или смотреть The Great Demographic Reversal: Ageing societies, inflation & investment trends

In "The Great Demographic Reversal," acclaimed authors Charles Goodhart and Manoj Pradhan presented a compelling narrative on the changing global demographic landscape and its far-reaching economic implications.

But how does this tie into our new world increasingly influenced by AI?

In a world reshaped by aging populations and technological advancements, this episode dives into crucial questions for investors:

How will the aging global population, impact the global economy and investment landscape?
How will rising wages and inflation, coexist with the transformative influence of AI in the labor market?
What role will political and central bank interventions play in balancing wealth and income distribution in this new demographic era?
How should investors adapt their strategies in response to these unprecedented demographic and technological changes?

00:00 Introduction to the Great Demographic Reversal
00:40 Understanding the Demographic Changes
01:27 The Impact of Demographics on Global Economy
03:08 The Role of China in the Global Economy
04:51 The Future of China's Economy
05:36 The Impact of Immigration on Western Countries
06:42 The Implications of Demographic Reversal
08:43 The Role of Central Banks in Inflation Control
10:00 The Impact of Debt on Economic Development
15:33 The Role of AI and Robotics in the Economy
18:39 The Future of Global Economy
31:46 The Challenges of Central Banks
33:19 The Impact of Demographics on Inflation and Interest Rates
36:43 The Risks of Rising Interest Rates
37:14 The Impact of Economic Growth on Interest Rates
38:17 The Challenges of Raising the Retirement Age
38:59 The Impact of Demographics on Economic Growth
39:26 The Inevitability of Benefit Cuts
40:18 The Role of Markets in Enforcing Change
41:22 The Impact of Inflation on the Economy
42:58 The Potential Revival of Quantitative Easing
46:28 The Impact of Politics on Economic Growth
49:50 The Future of Inequality and Wages
54:07 The Investment Themes for the Future
01:08:49 The Role of Immigration in Addressing Demographic Challenges
01:09:47 The Importance of Policy in Addressing Future Challenges

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