If Geography and Demographics Are Destiny, Who Will Be the Winners and Losers in 2025?

by Charles Hugh Smith
Of Two Minds

Owning any asset in poorly positioned nations is an inherently risky bet going forward.

The dictum “demographics is destiny” proposes that all the complexities of finance, society and politics are ultimately guided by demographics: the relative size of each generation, birth rates, death rates, etc.

For example, an oversized generation of retirees and an undersized generation of workers to support them has far-reaching consequences that can’t be legislated away.

The influence of demographics isn’t limited to pension costs. Some analysts have made the case that oversized generations of young men align all too well with the launching of wars.

The point is that birth/death rates—low and high–have consequences that impact national destinies for decades.

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