Stuart Loren, Managing Director at Fort Sheridan Advisors, stops by the show to discuss investing in The Age of Social Disruption (that hyperlinks to his presentation of the idea).

Stuart explores how economic, social, and political disaffection is reshaping investment opportunities and societal dynamics. He highlights the decline in geographic mobility, the housing crisis, and the rise of populism as key factors influencing current political landscapes. The discussion also touches on the impact of AI on economic growth and the challenges faced by local and federal governments in addressing these issues.

Stuart can be found on X and LinkedIn.

Takeaways

We're experiencing a period of social disaffection.

Geographic mobility has significantly decreased over the years.

The housing market is becoming increasingly unaffordable for many.

Political responses are shifting towards populism on both sides.

Economic mobility is declining, leading to frustration among younger generations.

Trust in government institutions is at an all-time low.

Social connections are weakening, leading to increased political polarization.

AI could play a crucial role in future economic productivity.

Local politics are becoming more important in addressing social issues.

Investors need to adapt to a changing political and economic landscape.