
Neil Howe
@HoweGeneration
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Coined "Millennial." Dir. of Demography @Hedgeye. Author: The Fourth Turning Is Here, The Fourth Turning, & Generations. Newsletter: https://t.co/DXr5JTHDW9
Washington, DC
Joined August 2015
Trump's first 100 days have been unprecedented—even compared to FDR’s whirlwind start. Watch my FREE 60-minute webcast on what it all means: https://t.co/eSNHm9yCca
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Gen X vs. Millennial Investors. Full interview with @KeithMcCullough : https://t.co/xYcE2QIxHt
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This afternoon, I filmed a webcast with @KeithMcCullough and @HedgeyeDC to discuss the 4th Turning. Topics include: Collapsing institutions, political violence, the government shutdown, the fragile state of markets, and what it means for investors. https://t.co/xYcE2QIxHt
demographyunplugged.com
This afternoon, I sat down with Hedgeye CEO Keith McCullough and Washington Policy Analyst JT Taylor for a 46-minute conversation on the Fourth Turning.
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Since 2022, every demographic group has grown more negative toward legal sports betting. But young adults (ages 18–29) have shown the largest attitudinal shift, with negativity nearly doubling from 23% to 41%.
demographyunplugged.com
As sports betting spreads nationwide, Americans are growing wary.
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Pam Bondi's Senate hearing was yet another 4th Turning indicator: What should have been routine oversight turned into institutional meltdown.
demographyunplugged.com
Listen now | This week, we cover Trump’s National Guard fight, Pam Bondi’s Senate hearing, the government shutdown, the Gaza peace deal, France’s future, and Japan’s new Prime Minister.
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This shutdown may be more dangerous than it looks. For Democrats, it’s their only leverage; for Trump, spending cuts are the goal. What’s the incentive to compromise? https://t.co/xFsxI3jOoc
demographyunplugged.com
Listen now | This week, we discuss the government shutdown, Hegseth’s fiery military address, Trump and RFK Jr.’s autism push, Trump’s Gaza peace plan, Europe’s new “drone wall,” and Argentina on the...
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Game. On. 🔥 Hedgeye's 15th "INVESTING SUMMIT" October 14–16 | 11am-2pm ET 3 days. 9 webcasts. 0 excuses. 🔊 Reserve your free virtual seat: https://t.co/TMXfDEWnW2
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Childhood obesity has officially surpassed malnutrition worldwide. According to the UN, 9.4% of kids ages 5–19 are obese, edging out the 9.2% who are underweight.
demographyunplugged.com
Childhood obesity has overtaken malnutrition worldwide for the first time.
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What Does Success Mean? by @HoweGeneration On definitions of success, the youth gender split is stark. Men who voted for Trump rank having children and marriage at the top, while women who voted for Harris rank those same goals at the bottom. Even Trump-voting women rank
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On definitions of success, the youth gender split is stark. Young men who voted for Trump rank having children and marriage at the top, while young women who voted for Harris rank those same goals at the bottom.
demographyunplugged.com
In this week’s podcast, we broke down an NBC News poll of 18–29-year-olds on what counts as “success.” We recreated the chart so you could take a look.
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To understand the focus on Christianity at Charlie Kirk’s memorial, you have to look at it from a 4th Turning lens. This is NOT the same kind of religious awakening you’d see during a 2nd Turning. I explain the differences in my latest podcast.
demographyunplugged.com
Listen now (83 mins) | We cover flashpoints at home & abroad: Charlie Kirk’s memorial, Jimmy Kimmel vs the FCC, H-1B visa fees, Trump’s support for Ukraine, a new TikTok deal, and growing recognition...
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Value of a colledge education NH @HoweGeneration A hallmark of every Fourth Turning is collapsing trust in America’s institutions. Nowhere is that erosion more visible than in attitudes toward higher education. A new Gallup survey finds just 35% of Americans consider a
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🏌️ This Year's "Silent Auction" is NOW LIVE! The Hedgeye Cares Charity Golf Challenge helps support children and families in need with a special focus on scholarships, youth sports, and community programs. Some incredible items up for grabs! (a thread)🧵
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The Fourth Turning is here. And with Charlie Kirk’s tragic killing, we see its violence firsthand.
demographyunplugged.com
Listen now | This week, we discuss the killing of Charlie Kirk, the Department of War, NATO’s direct strike on Russian drones, growing tariff tensions in East Asia, and France’s new Prime Minister.
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Have the Dems finally found a candidate to unseat Susan Collins? Graham Platner is a former Marine, gun instructor, oyster farmer, and a true Down East populist. Hear my take on this week’s podcast.
demographyunplugged.com
Listen now | This week, we dive into listener questions, the 2026 Senate races, the latest culture-war clashes, Trump’s showdown with India, China’s Tianjin summit, and France’s shaky government.
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Recent CDC fertility data for 2021–2023 are based on flawed population estimates. After correcting the data, the picture looks even worse. Details in my latest Substack article. https://t.co/H8Eb4fInza
demographyunplugged.com
Last month, we released our 2025 US Demography Review, citing the CDC’s provisional 2024 total fertility rate (TFR) of 1.627.
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In the Fourth Turning, politics isn’t about compromise. It’s war. There’s always another enemy, and it’s never over. Make sure to listen to this week's podcast episode!
demographyunplugged.com
This week, we discuss Lisa Cook's firing, the FBI raid on John Bolton, Trump’s stake in Intel, stalled Ukraine peace talks, Trump’s claims about ending wars, and White House talks with South Korea..
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Across 12 wealthy nations, median dissatisfaction with democracy jumped from 49% in 2017 to 64% in 2025. That’s a 15-point rise and tied for the highest level of dissatisfaction ever recorded.
demographyunplugged.com
Global dissatisfaction with democracy continues to hover at record highs.
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More companies are hiding diversity data. In just one year, S&P 500 firms reporting female directors plunged from 91% to 60%; race/ethnicity reporting dropped from 72% to 45%. Trump’s war on DEI is having an impact.
demographyunplugged.com
A growing number of S&P 500 firms are reducing their transparency about race and gender.
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Google's AI Overviews short-circuit the open web. Users get answers without ever leaving Google, cutting publishers out of the exchange. What Google calls efficiency, content creators see as an existential threat: no traffic, no income. https://t.co/5AvBJTxvLA
demographyunplugged.com
A new Pew study shows that Google’s AI Overviews are siphoning traffic from websites.
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Ever since ChatGPT became available, the world has been enamored with artificial intelligence. But the hype may be overblown. In this week’s podcast, we examine the risks and limitations investors may be missing.
demographyunplugged.com
Listen now | This week, we discuss major tariff deals, a wave of progressive wins, rising doubts about AI, widening political cracks over Gaza, Japan's election surprise, and US drone production.
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