Menu
Sign In Search Podcasts Libraries Charts People & Topics Add Podcast API Blog Pricing

Morgan Housel

πŸ‘€ Speaker
6219 total appearances

Appearances Over Time

Podcast Appearances

Tom Bilyeu's Impact Theory
Trade Wars, Student Debt, and the K-Shaped Economy: Navigating Financial Turbulence Today | Morgan Housel On Impact Theory w/ Tom Bilyeu Pt. 2

And China took the first half of that equation, the increase in number of people, and it didn't bring it to zero.

Tom Bilyeu's Impact Theory
Trade Wars, Student Debt, and the K-Shaped Economy: Navigating Financial Turbulence Today | Morgan Housel On Impact Theory w/ Tom Bilyeu Pt. 2

It put in a hurricane headwind on top of it.

Tom Bilyeu's Impact Theory
Trade Wars, Student Debt, and the K-Shaped Economy: Navigating Financial Turbulence Today | Morgan Housel On Impact Theory w/ Tom Bilyeu Pt. 2

And so, you know, maybe AI and robots make us all so productive that it makes up for that.

Tom Bilyeu's Impact Theory
Trade Wars, Student Debt, and the K-Shaped Economy: Navigating Financial Turbulence Today | Morgan Housel On Impact Theory w/ Tom Bilyeu Pt. 2

That could be the case.

Tom Bilyeu's Impact Theory
Trade Wars, Student Debt, and the K-Shaped Economy: Navigating Financial Turbulence Today | Morgan Housel On Impact Theory w/ Tom Bilyeu Pt. 2

Because U.S.

Tom Bilyeu's Impact Theory
Trade Wars, Student Debt, and the K-Shaped Economy: Navigating Financial Turbulence Today | Morgan Housel On Impact Theory w/ Tom Bilyeu Pt. 2

demographics are better.

Tom Bilyeu's Impact Theory
Trade Wars, Student Debt, and the K-Shaped Economy: Navigating Financial Turbulence Today | Morgan Housel On Impact Theory w/ Tom Bilyeu Pt. 2

It's the cleanest shirt in the dirty laundry bin.

Tom Bilyeu's Impact Theory
Trade Wars, Student Debt, and the K-Shaped Economy: Navigating Financial Turbulence Today | Morgan Housel On Impact Theory w/ Tom Bilyeu Pt. 2

But relative to what it was for the last century, it sucks.

Tom Bilyeu's Impact Theory
Trade Wars, Student Debt, and the K-Shaped Economy: Navigating Financial Turbulence Today | Morgan Housel On Impact Theory w/ Tom Bilyeu Pt. 2

It's much worse.

Tom Bilyeu's Impact Theory
Trade Wars, Student Debt, and the K-Shaped Economy: Navigating Financial Turbulence Today | Morgan Housel On Impact Theory w/ Tom Bilyeu Pt. 2

But not just China.

Tom Bilyeu's Impact Theory
Trade Wars, Student Debt, and the K-Shaped Economy: Navigating Financial Turbulence Today | Morgan Housel On Impact Theory w/ Tom Bilyeu Pt. 2

Japan's been a basket case for a long time.

Tom Bilyeu's Impact Theory
Trade Wars, Student Debt, and the K-Shaped Economy: Navigating Financial Turbulence Today | Morgan Housel On Impact Theory w/ Tom Bilyeu Pt. 2

The statistic 10 years ago, I'm sure it's worse now, where adult diapers outsell child diapers in Japan.

Tom Bilyeu's Impact Theory
Trade Wars, Student Debt, and the K-Shaped Economy: Navigating Financial Turbulence Today | Morgan Housel On Impact Theory w/ Tom Bilyeu Pt. 2

There's your sign.

Tom Bilyeu's Impact Theory
Trade Wars, Student Debt, and the K-Shaped Economy: Navigating Financial Turbulence Today | Morgan Housel On Impact Theory w/ Tom Bilyeu Pt. 2

I've heard that before, but that's still terrifying.

Tom Bilyeu's Impact Theory
Trade Wars, Student Debt, and the K-Shaped Economy: Navigating Financial Turbulence Today | Morgan Housel On Impact Theory w/ Tom Bilyeu Pt. 2

There's your sign, right?

Tom Bilyeu's Impact Theory
Trade Wars, Student Debt, and the K-Shaped Economy: Navigating Financial Turbulence Today | Morgan Housel On Impact Theory w/ Tom Bilyeu Pt. 2

It's just terrible demographics.

Tom Bilyeu's Impact Theory
Trade Wars, Student Debt, and the K-Shaped Economy: Navigating Financial Turbulence Today | Morgan Housel On Impact Theory w/ Tom Bilyeu Pt. 2

So Japan was kind of the front runner in this.

Tom Bilyeu's Impact Theory
Trade Wars, Student Debt, and the K-Shaped Economy: Navigating Financial Turbulence Today | Morgan Housel On Impact Theory w/ Tom Bilyeu Pt. 2

China's terrible.

Tom Bilyeu's Impact Theory
Trade Wars, Student Debt, and the K-Shaped Economy: Navigating Financial Turbulence Today | Morgan Housel On Impact Theory w/ Tom Bilyeu Pt. 2

Russia is abysmal.

Tom Bilyeu's Impact Theory
Trade Wars, Student Debt, and the K-Shaped Economy: Navigating Financial Turbulence Today | Morgan Housel On Impact Theory w/ Tom Bilyeu Pt. 2

South Korea is very bad.