Falling fertility as the slowest-moving and most confidently forecastable input to long-run returns.
The original population-versus-resources argument that still frames the debate
Recommended by: Mohnish Pabrai
Japan after the 2011 earthquake, tsunami and Fukushima, and how it might recover.
The costs and benefits of a shrinking world population.
Disinflation came from a one-time surge in workers; ageing will reverse it.
Falling birth rates worldwide, and countries from Italy to Japan starting to shrink.
Fertility decline argued as an economic rather than a moral problem.
How population change and migration made and unmade nations over two centuries.
Argument that rich societies have stagnated into repetition and sterility
Recommended by: Peter Thiel
A political demographer on what the numbers do and do not determine.
Why the US-guarded trading order is ending, and what that means for supply chains.
Recommended by: Andrew Wilkinson