Demographics Never Gets Old (As a Speaking Topic Anyway)

Whenever I speak before an audience I inevitably bring up the subject of demographics, because to me it is the aging-elephant in the room. Whether I am engaged to talk about the economic outlook or about interest rates or about the future of work, it inevitably all does come down to the subject of people, […]

Who Needs a Recession When You Have Demographics?

After this Globe and Mail column came out, I had a friend call and ask whether he should re-jig his portfolio to get rid of his auto stocks. The piece is about demographics, and specifically about the implications of the fact that people spend differently over their lifetimes (spoiler: as you age you are more […]