Mike Bird

speaker
74 appearances 1 recordings 1 series first heard Jun 2019 last heard Jun 2019

Mike Bird’s voice in public audio — every appearance, attributed to the second.

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So the stocks are a pretty big mix across.
We wanted to get a variety of different equity market sectors involved.
The main difference between the stocks, I think, to put it clearly, is that the boomer stocks are designed to reflect the priorities of a generation that's either retired or coming into retirement and the sort of things they'll need in the years to come.
There's a lot of health care related stocks, elderly care related stocks, also some real estate plays.
Against the millennials who are a generation really now coming into their own, the elders millennials as you mentioned are coming into their very early 40s.
They're approaching sort of peak spending power.
They'll hit that within the next 10 years or so.
And so a lot of those companies reflect not just the millennial priorities around things like clean tech, but also things that will likely benefit from their increased spending power over the next 10 years.
No, absolutely not.
But it is a new thing in many ways.
So a lot of the companies you see launching for biotech, for example, they're addressing concerns, health concerns that, to be frank, 10 or 20 years ago might have been a death sentence for a lot of people.
They're now going to be the source of considerable healthcare spending as people pursue a higher quality of life in their sort of sunset years.
And that's going to be a huge investing theme that simply didn't exist if you go back a decade or two.
Absolutely.
I mean, you see this a lot with major financial crises.
You see it actually with the millennials' grandparents' generation for the most part.
You're talking about people who grew up during the Great Depression.
You see long-term lower earnings, things like delayed household formation so people don't settle down for as long because they don't have the money.
Yeah, you see a lot of that.
So I think what you might see is fairly quick shift growth.
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