thinlyspread 3,382 Posted February 23 Share Posted February 23 Brilliant analysis from Paul Hodges. We're moving from a "supply seeking" economy to a "demand seeking" economy and can no longer blindly ride a baby-boom bandwagon. Population dynamics have permanently shifted and the world has changed; perhaps COVID was just another wake-up call. Listen to the end for the excellent Q&A esp. talking about electric vehicles, Tesla, etc. jbjnr and PunishmentOfLuxury 1 1 Link to post Share on other sites
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