Part 6/13:
Massive Capital Investment by Hyperscalers: Building infrastructure at unprecedented speeds, dwarfing even historic projects like railroads, telegraph systems, and highway networks.
Demographic Reordering: Underpinning all of this is an ongoing demographic shift that presents both opportunities and immense challenges.
The Demographic Shift: The Boomer's Legacy and Its Aftermath
The Predominance of Baby Boomers
The baby boomer generation still holds the majority of U.S. wealth — roughly 52%, amounting to $78.5 trillion. This generation:
- Has heavily invested in stocks (54%) and real estate (42%), making them a significant driver of the economy and equity valuations.