Demographics and Population Decline

Falling fertility as the slowest-moving and most confidently forecastable input to long-run returns.

10 books

Start here

  1. Empty PlanetDarrell Bricker, John Ibbitson, 2019
  2. The Human TidePaul Morland, 2019
  3. The Great Demographic ReversalCharles Goodhart, Manoj Pradhan, 2020

Books 10

Thomas Robert Malthus · 1798 · The original population-versus-resources argument that still frames the debate
David Pilling · 2014 · Japan as the working example of a shrinking, ageing economy.
Darrell Bricker, John Ibbitson · 2019 · The argument that global population peaks sooner than the UN projects.
Charles Goodhart, Manoj Pradhan · 2020 · Shrinking workforces, rising dependency and the case for structural inflation.
Ben J. Wattenberg · 2004 · Early statement that the population problem had reversed direction.
Jonathan V. Last · 2013 · Fertility decline argued as an economic rather than a moral problem.
Paul Morland · 2019 · Demography as the hidden driver of the last two centuries of power.
Ross Douthat · 2020 · Argument that rich societies have stagnated into repetition and sterility
Jennifer D. Sciubba · 2022 · A political demographer on what the numbers do and do not determine.
Peter Zeihan · 2022 · Demographics used, aggressively, as a forecasting engine.