Episode Details
| Title | The Surprising Implications of an Aging Population |
|---|---|
| Date | 7/8/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
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 - 🔒
- 🟢 $CHILDCARE - 🔒
Bearish:
- 🔻 $MANUALLABOR - 🔒