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Toby Howell

๐Ÿ‘ค Speaker
27845 total appearances

Appearances Over Time

Podcast Appearances

Morning Brew Daily
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Probably the furthest thing away from a Netflix movie you can have is from Christopher Nolan.

Morning Brew Daily
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It's shot entirely on IMAX cameras.

Morning Brew Daily
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It's meant to be viewed in theaters.

Morning Brew Daily
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It's probably going to gross a billion dollars.

Morning Brew Daily
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And some people were making jokes that wouldn't it be funny if they did Netflix speak in the Odyssey to explain why do all these characters' names sound the same?

Morning Brew Daily
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Like, what is actually going on in the plot right now?

Morning Brew Daily
Trump Threatens Euro Tariffs Over Greenland & ChatGPT Adds Ads

So it's very funny to juxtapose Damon's Netflix tilt with his upcoming Christopher Nolan Odyssey movie.

Morning Brew Daily
Trump Threatens Euro Tariffs Over Greenland & ChatGPT Adds Ads

Yeah, a Penn economist added some perspective to these numbers.

Morning Brew Daily
Trump Threatens Euro Tariffs Over Greenland & ChatGPT Adds Ads

One of the headline kind of positions that he said is that

Morning Brew Daily
Trump Threatens Euro Tariffs Over Greenland & ChatGPT Adds Ads

To put this into perspective differently, there were fewer births in China in 2025 than in 1776.

Morning Brew Daily
Trump Threatens Euro Tariffs Over Greenland & ChatGPT Adds Ads

So it just shows how different the demographics are right now.

Morning Brew Daily
Trump Threatens Euro Tariffs Over Greenland & ChatGPT Adds Ads

Also, if China could somehow sustain the 7.9 million births per year from now on, which is a big if because, again, this birth rate is declining.

Morning Brew Daily
Trump Threatens Euro Tariffs Over Greenland & ChatGPT Adds Ads

their population would level out at around 625 million people.

Morning Brew Daily
Trump Threatens Euro Tariffs Over Greenland & ChatGPT Adds Ads

Again, that is the upper bound under the most rosy assumptions possible.

Morning Brew Daily
Trump Threatens Euro Tariffs Over Greenland & ChatGPT Adds Ads

Right now there's over 1.4 billion people there.

Morning Brew Daily
Trump Threatens Euro Tariffs Over Greenland & ChatGPT Adds Ads

So this is something that it accelerates negatively very quickly.

Morning Brew Daily
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It's not something you can easily turn around.

Morning Brew Daily
Trump Threatens Euro Tariffs Over Greenland & ChatGPT Adds Ads

So even though right now it doesn't seem that big of a deal because you're only losing a few million every year, eventually over generations that does settle at literally less than half of their current population.

Morning Brew Daily
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Moving on, if you thought you had a good year in the stock market, you probably didn't do as well as Chris Hohn.

Morning Brew Daily
Trump Threatens Euro Tariffs Over Greenland & ChatGPT Adds Ads

That's because Hohn and his hedge fund, TCI, just had the best trading year literally ever.