HOT TAKE | Prepare for Rising Capital Costs: Zeihan Urges Swift Action Amid Demographic Shifts

Peter Zeihan discusses the challenges posed by the aging demographic of capital generators (ages 55-65) and the impending rise in capital costs over the next 10 years.

With half of the global baby boomer generation already retired, their conservative investments are causing a scarcity of available capital, leading to a steady increase in capital costs. Zeihan emphasizes the urgency to utilize the current relatively lower capital rates before they continue to rise for the next 12 years, recognizing the impact on innovation and economic dynamics.


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