Fourth Turning Winter 2026: The Next Global Reset Is Here | Neil Howe
Neil Howe returns to explain why the world has entered a Fourth Turning “winter.” From rising geopolitical conflict to inflation, debt, and generational anger, this conversation explores why a major reset may be unavoidable, and how to prepare for what comes next.
#fourthturning #globalcrisis #MarketReset
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👨💼 Guest: Neil Howe, Portfolio Manager
🏢 Company: Hedgeye Asset Management
🌎 https://app.hedgeye.com/?
📙 Author: The Fourth Turning Is Here
𝕏 @HoweGeneration
📅 Recording date: January 15th, 2026
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May 15 & 16, 2026 in Frankfurt, Germany
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00:00 – Why 2026 already feels different
01:15 – The Fourth Turning: entering winter
03:00 – 1930s parallels and rising polarization
05:10 – Breakdown of global rule of law
07:30 – Internal vs external crisis: which comes first?
10:40 – Trump, populism, and “creative destruction”
13:50 – Tribalism and the collapse of community
16:50 – Gen Z anger, housing, and system distrust
19:50 – Why young generations may welcome a reset
22:55 – Investing during a Fourth Turning
25:30 – Inflation, commodities, and real returns
28:40 – Why cash still matters in crisis periods
31:05 – Precious metals and debt stress
33:00 – When the next book arrives
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#FourthTurning #NeilHowe #GlobalCrisis #MarketReset #Geopolitics #Inflation #DebtCrisis #GenerationalCycle #WorldEconomy #FinancialRepression #Gold #PreciousMetals #Commodities #MacroEconomics #SystemReset #Populism #RuleOfLaw #USDebt #GlobalConflict #EconomicCycle #WealthProtection #CrisisInvesting #soarfinancially