Best-selling author and renowned historian Neil Howe joins the show to talk about his New York Times’ bestselling book The Fourth Turning Is Here. Neil believes history moves in generational cycles that last about the length of one long human life. Each cycle has four eras - Turnings - that always arrive in the same order and last about twenty years. We are now midway through a Fourth Turning which is a time of exceptional upheaval and conflict. Previous Fourth Turnings happened during the Great Depression and WWII, the American Civil War and the American Revolution. The good news is a society that successfully navigates a Fourth Turning emerges reborn - more equal, more optimistic and more united. We discuss the implications of this era for financial markets, why it will be the Millennial generation that leads us through the coming conflict and what will characterize the world that emerges afterwards.
-----
EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool
-----
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.
Learn more about the Trend Barometer here.
Send your questions to info@toptradersunplugged.com
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Follow Kevin on SubStack & read his Book.
Follow Neil on Twitter and Read his Book.
Episode TimeStamps:
02:15 - Introduction to Neil Howe
03:43 - What characterise each turning?
17:53 - A generation cliff
25:18 - The importance of the financial crisis in 2008
27:55 - Cycles are non linear
30:08 - Every crisis has a catalyst
35:56 - A polarised and divided world
41:29 - Can conflict bring us together?
48:30 - The outlook for war and conflict
52:12 - A millennial revolution
58:18 - Will boomers give up?
01:07:48 - How will society change?
01:19:57 - Key takeaways from Niels
Copyright © 2023 – CMC AG – All Rights Reserved
----
PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:
1. eBooks that cover key topics that you need to know about
In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here
Privacy Policy
Disclaimer
TTU134: Crisis Alpha Revisited ft. Katy Kaminski, Chief Research Strategist at AlphaSimplex Group
TTU133: How to deliver Convexity ft. Nigol Koulajian & Mike Harris of Quest Partners
SI231: The Perfect Fit for Trend Following ft. Richard Brennan
TTU132: Trend Following Evolution ft. Ed Tricker, CIO of Quant Strategies at Graham Capital Management
GM34: When Geopolitics meets Global Macro ft. Jacob Shapiro & Roger Hirst
TTU131: How CTAs manage their Cash ft. Mike Kastner, Principle & Co-Founder at Halyard Asset Management
SI130: Trend Following in the Age of Disconnect ft. Mark Rzepczynski
TTU130: Trend Following Solutions ft. Marty Lueck, Co-Founder of Aspect Capital
GM33: Drilling into the Oil Market ft. Rory Johnston
TTU129: Trend Following Nordic Style ft. Svante Bergström, CEO & Founding Partner of LYNX Asset Management
SI229: Managed Futures - The Ultimate Diversification Tool? ft. Andrew Beer
TTU128: Trend Following for Life ft. Marty Bergin, President of DUNN Capital Management
IL13: A Biography of the Dollar ft. Perry Mehrling
TTU127: Trend Following L.A. Style ft. Ryan O' Grady, Co-Founder & CEO at ROW Asset Management
SI228: Are Markets Priced for Perfection? ft. Alan Dunne
TTU126: Trend Following + Something ft. Kevin Cole, CEO & CIO at Campbell & Co.
IL12: How to Invest ft. David Rubenstein
TTU125: Trend Following vs Short Term ft. Michael Pomada, President & CEO at Crabel Capital Management
SI227: Trend Following in an Uncertain World ft. Richard Brennan
TTU124: Trend Following with a Twist ft. Harold de Boer, Managing Director at Transtrend
Create your
podcast in
minutes
It is Free
Saxo Market Call
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show