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 rates
Some earlier demographic predictions and how they worked out
How do natural interest rates reflect the demand and supply of capital
Why demographics are only one factor that determines economic growth and financial market returns

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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

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

Money For the Rest of Us

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