About this episode
Neil Howe, author of "The Fourth Turning" and Director of Demography at Hedgeye Risk Management, discusses global tensions, the potential dissolution of NATO, and how Trump's nationalist policies align with the 80-year historical cycle of societal transformation currently underway.*This video was recorded on April 25, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: https://tickets.b.tc/event/bitcoin-20... BitcoinAsia: https://tickets.b.tc/event/bitcoin-as... Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW NEIL HOWE:Hedgeye website: https://app.hedgeye.com/ X (@HoweGeneration): https://x.com/HoweGeneration Substack: https://www.demographyunplugged.com/ FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): / davidlin_tv Instagram (@davidlin_TV): / davidlin_tv For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 – Intro 1:14 – A dangerous moment 4:16 – New world 9:30 – Trump and Countertrends 13:54 – Global conservatism? 15:44 - Ukraine and Russia 20:13 - NATO 23:00 – Tariffs and chaos 24:30 – Nuclear conflict 28:25 – Fourth Turning and the economy 34:23 – Investor advice 35:15 – Tariff resilience 36:44 - China 38:01 – Power of the dollar 42:55 – Buying opportunity 45:18 – Generational cycles 46:53 – Steering capital #economy #politics #investing