This episode edits and remasters two earlier episodes on investing based on cycles to focus on timeless investing principles. Topics covered include: What are different types of cyclesWhy do cycles have subjective start and end dates.Why do coincidences happen so often.How to position investment portfolios based on cycles.How luck and skill play a role in investing.Why it is better to invest based on calibrating risk rather than prediction. For more information on this episode click here. Show Notes Weiss Research Weiss Research SEC Action Foundation For The Study of Cycles Fluke: The Math and Myth of Coincidence by Joseph Mazur A Spectral Analysis of World GDP Dynamics – Andrey V. Korotayev and Sergey V. Tsirel Howard Marks – Yet Gain? Mastering The Market Cycle by Howard Marks Related Episodes 173: Should You Invest Based On Cycles 224: Mastering the Market Cycle – Howard Marks See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

How slowing population growth and an eventual population peak will lead to competition for foreign workers, potentially higher inflation, and ultimately the need to transition to a steady-state economy rather than one based on constantly producing more. Topics covered include: How longevity and birthrates impact population growthWhat areas of the world are seeing population increases versus declinesWhy high income countries will need more immigrants in order to sustain their population levelsWhen is global population expected to peak and at what levelWill greater dependency ratios lead to higher inflationWhat is the difference between growth and developmentHow slowing population growth will impact investmentsWhy the world will need to transition to a steady-state economy focused on well-being rather than growth For more information on this episode click here. Sponsors LinkedIn Jobs - post your job for free Money For the Rest of Us Plus Show Notes World Population Prospects 2022: Summary of Results—United Nations Department of Economy and Social Affairs Five Key Findings from the 2022 UN Population Prospects by Hannah Ritchie, et al. Germany Plans to Simplify Immigration Rules to Combat Labour Shortage—Schengen Visa High Cost Deters IT Gurus from Filling Luxembourg Jobs by Kate Oglesby Another Beautiful Italian Town Is Selling €1 Homes—This Time, No Deposit Required by Cailey Rizzo Will Inflation Make a Comeback as Populations Age? by Olli Rehn The Great Demographic Reversal: Ageing Societies, Wanting Inequality, and an Inflation Revival by Charles Goodhart and Manoj Pradhan The Enduring Link Between Demography and Inflation by Mikael Juselius and Elöd Takáts Unions Are Now a Lifestyle Choice for Some Young, Aspirational Workers, Says Walter Olson—The Economist Economics for a Full World by Herman Daly This Pioneering Economist Says Our Obsession with Growth Must End by David Marchese The Environmental Kuznets Curve by David I. Stern Small Is Beautiful: Economics as if People Mattered by Ernst F. Schumacher See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.