The Surprising Implications of an Aging Population

Bullish:

• $DIVERSIFIED - The extension of all life stages due to increased longevity suggests opportunities across diverse industries catering to various age groups, rather than a shift towards services exclusively for older demographics.

  • “So we're we're younger for longer, we're middle aged for longer, we're we're older for longer. And so one implication of that is that there's not naturally gonna be a shift from aging necessarily into increased demand for for goods and services that quote unquote old people desire, because we're extending all stages of our lives in proportion.”

    Kevin·15:26
• $HC - Significant improvements in health and cognitive abilities of older populations suggest potential growth in healthcare and wellness industries catering to healthier, more capable seniors.

  • “In a very real and tangible sense, 70 is the new 53.”

    Kevin·4:55
• $CHILDCARE - Improved childcare provision is enabling women to remain in the workforce after having children, suggesting potential growth in the childcare industry.

  • “So there's been a a significant increase in in women extending their working lives, particularly through improvements in childcare provision and so forth, being able to continue in the work force, after they have started having children.”

    Kevin·12:21

Bearish:

• $MANUALLABOR - There's a shift in the workforce from manual labor to office jobs, which could indicate a less optimistic outlook for industries heavily reliant on manual labor.

  • “As you've seen a reduced share of the workforce in manual jobs, you're seeing an increase in in the effective working hours as a result of that as more and more people are doing office type jobs.”

    Kevin·12:21