Howe HeadshotErik Townsend and Patrick Ceresna welcome Neil Howe to MacroVoices. Erik and Neil discuss:

  • Insights from Neil on how the Fourth Turning is unfolding
  • Climax’s at the end of the Fourth Turning
  • Socialism, populism and extremism in politics
  • What is in store for the second half of the fourth turning
  • Current economic expansion is running out of workers
  • Effect of population composition
  • Late-cycle dynamics and real GDP growth trends
  • Correlations of term spreads and consumer confidence
  • Term spreads, credit cycles and volatility
  • Demographic trends for the long-term future

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Neil Howe is the Demography sector head at Hedgeye Risk Management, an independent financial research firm.  Howe is a renowned authority on generations and social change in America. An acclaimed bestselling author and speaker, he is the nation's leading thinker on today's generations—who they are, what motivates them, and how they will shape America's future.

A historian, economist, and demographer, Howe is also a recognized authority on global aging, long-term fiscal policy, and migration. He is currently a senior associate at the Center for Strategic and International Studies (CSIS) and the Global Aging Institute, both in Washington D.C. Howe has co-authored numerous studies for CSIS (including the Aging Vulnerability Index and pioneering studies on pension reform in China and South Korea).

Howe has written over a dozen books on generations, demographic change, and fiscal policy, many of them with William Strauss. Howe and Strauss' first book, Generations (1991), is a history of America told as a sequence of generational biographies. Vice President Al Gore called it "the most stimulating book on American history that I have ever read" and sent a copy to every member of Congress. Newt Gingrich called it "an intellectual tour de force." Of their book The Fourth Turning (1997), The Boston Globe wrote, "If Howe and Strauss are right, they will take their place among the great American prophets."

Howe and Strauss originally coined the term "Millennial Generation" in 1991, and wrote the pioneering book on this generation, Millennials Rising (2000). His work has been featured frequently by media outlets including The Washington Post, The New York Times, CNN, and CBS' 60 Minutes.

Previous works include On Borrowed Time (1989; reissued 2004), a pioneering call for budgetary reform Howe co-authored with Peter G. Peterson, as well as The Graying of the Great Powers (2008) with Richard Jackson.

Howe received his B.A. at U.C. Berkeley and later earned graduate degrees in economics and history from Yale University.

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