Infrastructure, Death Rates, and Lula's Return?

Demography Unplugged with Neil Howe - Een podcast door Hedgeye Risk Management

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In this latest issue of my weekly podcast, we discuss Biden's infrastructure package. The plan will cost nearly $4T over ten years. The money will be divided as follows: $1.4T for straight infrastructure, $600B for clean energy, $400B for manufacturing, $300B for innovation/R&D, and $800B for the caregiver economy. To pass this bill, Senate Democrats will need to use reconciliation. If it does pass, it will be a major win for Biden. Infrastructure has broad bipartisan appeal among the gen...

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