Coined Millennial. Portfolio Manager @HedgeyeAM. Author: The 4th Turning Is Here, The 4th Turning, & Generations. Newsletter: https://xitter.cf/t.co/DXr5JTH66B
Washington, DC
Joined August 2015
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Neil Howe retweeted
There is nothing more @HoweGeneration Fourth Turning than France actually doing the meme in real life.
Neil Howe retweeted
Neil @HoweGeneration , I don't hear much whining about you these days (thanks for that!) - you were Long Software 2 ways today, nice job $XSW $CIBR
Neil Howe retweeted
Neil @HoweGeneration nice comeback for you and RPK in the last 2-3 weeks
Neil Howe retweeted
The Fourth Turning is here. Investors need a framework for it.
Neil Howe (@HoweGeneration), Portfolio Manager at Hedgeye Asset Management and co-author of The Fourth Turning, recently joined Bloomberg Television’s ETF IQ to discuss $HEFT and the generational forces driving today’s market, political, and geopolitical disorder.
Markets are being shaped by forces much bigger than the latest data point or Fed headline. That’s the world $HEFT is built to help investors navigate.
Watch Neil’s full Bloomberg appearance below.
For more information, including holdings and strategy, visit hedgeyeam.com/HEFT
Neil Howe retweeted
🚨 Must-watch interview today at 12:30pm ET on Bloomberg Television.
Renowned demographer, Fourth Turning author, and $HEFT co-portfolio manager Neil Howe @HoweGeneration joins @kgreifeld, @EricBalchunas and @scarletfu on Bloomberg ETF IQ.
The topic: $HEFT, the Fourth Turning, global turmoil, and how investors can navigate it instead of getting run over by it.
Neil Howe retweeted
Neil Howe @HoweGeneration predicted decades ago that a crisis around 2020 would mark a major historical turning point.
At @WSJ’s flagship Future of Everything event, Howe explains why the next phase of this chaotic Fourth Turning could bring an even bigger global reset.
His framework underpins $HEFT.
wsj.com/video/the-fourth-tur…
This material should not be relied upon as investment, tax or legal advice, does not constitute a recommendation to buy or sell a security or other investment and is not intended to predict or depict performance of any investment. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation.
For more information, including holdings and strategy, visit hedgeyeam.com/heft
Neil Howe retweeted
HedgeyeLIVE is next week!
Tickets here: hedgeyelive.com.
Amazing guest lineup incl. John Spytek (Las Vegas Raiders GM), @Mike_Taylor1972 @GioValiante @DiMartinoBooth @HoweGeneration @HedgeyeAM @denniswhkwok and many more.
Neil Howe retweeted
Game. On. 🔥
Hedgeye's 16th "INVESTING SUMMIT"
April 21-23
11am-1pm ET
3 days. 9 webcasts. 0 excuses.
Reserve your free virtual seat: tinyurl.com/23drmv38
Neil Howe retweeted
Neil @HoweGeneration another nice rip for you in this GE Vernova $GEV eh (new highs)
Neil Howe retweeted
The Fourth Turning paradox of institutional leadership:
The leader presents himself as the protector of the institution’s integrity while simultaneously embodying everything that eroded it.
If you haven’t read Neil Howe's The Fourth Turning Is Here, we’d strongly suggest you pick up a copy.
@HoweGeneration is our in-house demographer here at Hedgeye, and his generational theory is one of the most important frameworks for understanding where we are right now. Not just in markets, but in society.
Howe argues that Anglo-American history moves in roughly 80-to-100-year cycles, each divided into four “turnings” that last about 20 years each.
The First Turning is a High—post-WWII America, institutional confidence sky-high, civic order strong.
The Second Turning is an Awakening—the 1960s and 70s, when the counterculture began tearing at the social fabric.
The Third Turning is an Unraveling—Reagan through the early 2000s, where individualism runs rampant and institutions hollow out.
And the Fourth Turning is the Crisis—where everything that was rotting beneath the surface finally collapses under its own weight and forces a total reconstruction.
What's particularly important to note is that the Crisis doesn’t come out of nowhere.
It’s the product of decades of institutional decay in which the people running institutions got more interested in preserving their own status and comfort than in serving the mission those institutions were built to fulfill.
Neil Howe retweeted
A Third of the World’s Helium Is Trapped.
As Hedgeye Asset Management $HEFT Portfolio Manager Neil Howe writes, “Helium is a critical industrial gas used in semiconductors, MRI machines, and aerospace...” @HoweGeneration
Full story 👇
Neil Howe retweeted
The Fourth Turning Is Here — And Wall Street Doesn't Want You to See It app.hedgeye.com/insights/180… via @HoweGeneration
Neil Howe retweeted
The Fourth Turning Is Here — And Wall Street Doesn't Want You to See It
🔊
Hedgeye CEO @KeithMcCullough breaks down why this could be the worst Quad 3 in rate-of-change terms we've ever measured, point to point, within the context of the Fourth Turning that is materializing.
With President Trump set to address the nation tonight amid escalating conflict with Iran, Neil Howe's @HoweGeneration framework has never felt more aligned.
As Howe writes, every Fourth Turning unleashes forces that push the nation into a great national challenge, one where the very survival of the nation will feel at stake.
The real war isn't just that of course. It is generational, societal, and global.
As Keith puts it, "There's so many things that are going on that the human eye can't see."
That's exactly why we use fractal patterns and a repeatable, data-driven process to cut through the noise and see what others can't.
Subscribe to The Macro Show for insights you won't find anywhere else. accounts.hedgeye.com/product…
Neil Howe retweeted
The real war is a K-shaped economy with two sets of rules and zero accountability.
It's generational, institutional, and becoming obvious nearly 30 years after Neil Howe, $HEFT Portfolio Manager @HedgeyeAM, wrote about it in The Fourth Turning.
One generation is placing same-day options on a tweet.
The other is clutching their 60/40 portfolios like it's 1987.
Two generations. Zero process.
The Fourth Turning Is Here.
Neil Howe retweeted
The trend is clear: less alcohol, more health.
Research from our Head of Demography Neil Howe @HoweGeneration and Consumer Staples analyst Daniel Biolsi @Hedgeye_Staples highlights a clear divergence.
The rise of wearables and health apps is making alcohol’s impact impossible to ignore.
A Whoop, Apple Watch, or Oura Ring quickly shows how a single night out disrupts heart-rate variability, suppresses REM sleep, and spikes cortisol.
At the same time, the alcohol industry is adjusting:
Anheuser-Busch $BUD has been leaning heavily into Corona Cero (non-alcoholic)
Heineken $HEINY has announced plans to cut up to 6,000 jobs globally as beer demand slows
Diageo $DEO moved to halve its dividend and reset expectations as it confronts weaker demand and shifting consumer behavior.
Across demographics, Americans are drinking less and prioritizing their health more.
BREAKING: WHOOP RAISES $575M AT $10.1B VALUATION
I am pleased to announce that we’ve raised $575M at a $10.1B valuation to accelerate our mission of unlocking human performance and healthspan globally.
This round was led by Collaborative Fund with participation from 2PointZero Group, Qatar Investment Authority (QIA), Mubadala Investment Company, Abbott, Mayo Clinic, Macquarie Capital, Glade Brook, B-Flexion, IVP, Foundry, Accomplice, Affinity Partners, Promus Ventures, and Bullhound Capital alongside a group of individual investors including Cristiano Ronaldo, LeBron James, Rory McIlroy, Virgil van Dijk, and Mathieu van der Poel.
This investor group and this moment reflect a powerful evolution underway for Whoop and the broader healthcare market.
Whoop was born in performance - trusted by the best athletes in the world to train, recover, and compete at the highest level. That foundation remains core to who we are. You see that in the iconic athlete investors joining this round.
But it also represents our push into broader health.
In the past 12 months, WHOOP has received medical clearances, launched blood testing, and created a platform that has saved lives. Abbott and Mayo Clinic - two of the most respected and influential institutions in global healthcare - are now investors in Whoop. These are organizations that have shaped modern medicine. Their decision to partner with us is a clear validation of where our technology is headed.
Healthcare systems around the world are reactive. For too long, they have waited for people to get sick, then intervene. Chronic disease is rising and costs continue to climb.
At Whoop, we believe the future looks fundamentally different. We are building the most powerful, personal, preventive health platform in the world - powered by continuous biometric data, advanced analytics, and AI to help people understand their bodies and improve their health in real time.
I am grateful to our team, our members, and our partners for believing in this vision. I’ve been building this company for 14 years and I’ve never been more excited for the future.
Neil Howe retweeted
Neil @HoweGeneration , having a Fourth Turning day eh!
Nice job with the $MEOH $XOM etc. Longs, but your Shorts are making you look like a young Paul Tudor Jones
Neil Howe retweeted
Neil @HoweGeneration , thanks for having the HAM Lunch with me and your teammates today
Names we highlighted that you've nailed $VLO $FANG $TSN $ADM
The Fourth Turning Is Here
Neil Howe retweeted
“Each turning produces the next by destroying what the last one built.”
-Neil Howe @HoweGeneration
