Latest / The Demographics Podcast with Fexingo: Aging Populations, Birth Rates, and Economic Impact
The Missing Middle in Aging Economies
We look at the structural hole opening up in aging societies like South Korea and Italy, where the collapse of birth rates leaves a vacuum between a shrinking young workforce and an expanding elderly population. Lucas breaks down how this 'missing middle' distorts consumer demand, specifically in housing and retail, while Luna explores the policy failures that allowed this demographic cliff to form without warning. We examine specific data on youth unemployment versus senior asset concentration to show why traditional economic models are failing to predict current stagnation…
The skinny
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