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TOPIC: DISCUSSION THREAD: Episode 36 - Robin Griffiths

DISCUSSION THREAD: Episode 36 - Robin Griffiths 11 months 4 weeks ago #1

  • amkc
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For those of you who love technical analysis, be sure to check out Robin's work in the Global Investment Roadmap research piece that accompanies the episode (you can find it in the Research Library under Guest Publications).

I'm still not convinced that my generation will ride in to save the day for the developed world and maybe it's because I'm too aware of our lack of awareness for what's coming and the lack of productivity. Gosh I sound old...
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DISCUSSION THREAD: Episode 36 - Robin Griffiths 11 months 3 weeks ago #2

  • Michael Gebhart
    Michael Gebhart
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Thank you for your great weekly podcast; look forward to them. Also enjoyed the Kyle Bass interview from Real Vision.

Wonder how it is that demographics drive growth. Thing is it isn't consumption but productivity that drives growth and people like Harry Dent say it is spending.
Could he simply mean that productivity is higher like Aaron mentions above and thus spending can occur.

Say's Law - One's supply is another's demand and vice versus, thus income is no greater than productivity.
Keynesians treat supply and demand as disembodied aggregates that never clear in terms of price and thus can only be brought into alignment through macro-adjustment of quantities.
Last Edit: 11 months 3 weeks ago by Michael Gebhart.
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