cover of episode How a Demographic Collapse will create an Inflation Revival with Manoj Pradhan

How a Demographic Collapse will create an Inflation Revival with Manoj Pradhan

2022/9/21
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Buy the book here - https://amzn.to/3LlBu8VOn todays episode of the WTFinance podcast I had the pleasure of speaking with Manoj Pradhan - The Founder of Talking Heads Macroeconomics, an independent research firm and co-author of the bestseller “The Great Demographic Reversal”.During the podcast we talked about the main thesis Manoj has about demographics, why a high dependency rate creates inflation, the Japanese exception and misconceptions people have. I hope you enjoy! 0:00 - Introduction0:30 - When did Manoj start studying demographics and understand its importance?2:00 - Surprised about how much research about demography?4:50  - Main thesis behind the book?6:30 - Why is having a high dependency rate in an economy inflationary?10:41 - Was Volcker and the FED given too much credit for taming inflation in the 80’s?12:20 - How can countries overcome high debt and weakening demography?16:15 - Why Japan is an exception18:30 - What happens to the countries who can provide QE?20:50 - What impact will this trend have on markets?24:05 - Shift between an emphasis on capital to an emphasis on labour25:50 - Why will India & Africa not be enough to replace China as the manufacturer of the world?27:09 - Misconceptions about demography?28:45 - Anything that could change Manoj thesis?30:22 - One message to take away from the book?Manoj Pradhan is Chief Economist at the independent macroeconomic research firm Talking Heads, which he founded in 2016, analyzing global macroeconomic issues and financial markets.He was previously Managing Director at Morgan Stanley where he led the Global economics team. Prior to joining Morgan Stanley in 2005, he served on the faculty of George Washington University and the State University of New York. He has a Ph.D. in economics from George Washington University and a Masters in Finance from the London Business School.Manoj Pradhan - Website - https://talkingheadsmacro.com/thm/LinkedIn - https://www.linkedin.com/in/manoj-pradhan-437966WTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseasThumbnail picture from - https://allegiancegold.com/retirement-losing-value-with-weakening-dollar/