Published 5/15/26
Share:
Hedgeye LIVE Macrocosm | Neil Howe
Three dangers define every Fourth Turning climax. Financial crash, political collapse, and a great power war. @HoweGeneration discusses which risk is closest, why the 60/40 may be dead, and how he built $HEFT to survive what comes next.
0:00 Psychedelics in the Fourth Turning and Trump's Gen-X Cabinet
1:56 Midterms, Redistricting, and the Weaponization of Politics
3:24 The Three Dangers of the Fourth Turning Climax
8:57 The 2028 Election and a Plebiscitary Dictatorship
11:36 Why He Built HEFT for the Fourth Turning
16:27 Killing the 60/40 and Replacing Bonds With Commodities
20:52 Taiwan, Japan, and the Closing Davidson Window
23:43 China's Demographic Cliff and the Incentive to Strike Now
29:57 Preparing for the End of the World As We Know It
34:25 Where Does Real Leadership Come From?
​​
Disclosure:
Hedgeye Asset Management, LLC ("HAM") is a registered investment adviser and controlled subsidiary of Hedgeye Risk Management, LLC ("HRM"). HAM is compensated, in part, on the asset size of the funds it manages and therefore benefits directly from investments in those funds. HAM is a subsidiary of HRM. HRM holds an ownership interest in HAM and provides research and other services to HAM under a revenue share agreement. As such, HRM benefits indirectly from investments in the funds managed by HAM. For full disclosures, review HAM's Form ADV at https://adviserinfo.sec.gov/