Summary:
Andy sits down with demographer Kenneth Gronbach to explore how demographic trends quietly shape economies, markets, and long-term investment opportunities. From the aging baby boomer population to shrinking workforces in countries like Japan and China, this conversation breaks down why understanding population data is one of the most overlooked tools investors can use to anticipate the future. Gronbach explains how “critical mass” and age strata influence everything from housing demand to healthcare growth, and why demographics should be a core pillar of any serious investing strategy.

What You’ll Learn in This Episode:
– Why demographics are a powerful tool for predicting markets
– How population shifts affect labor, policy, and growth
– What aging boomers and millennials mean for healthcare and housing
– How investors can use demographic trends to position long term

Resources Mentioned:
– Upside: Profiting from the Profound Demographic Shifts Ahead by Kenneth Gronbach

Want to Learn More?
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