Episode
IL50: Why Central Banks Are Losing Control of Inflation ft. Manoj Pradhan
- Podcast
- Top Traders Unplugged
- Published
- Jun 24, 2026
- Duration seconds
- 3701
- Processing state
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Summary
Manoj Pradhan returns to Top Traders Unplugged to explain why the forces that kept inflation and interest rates low for decades are now reversing. Drawing on themes from The Great Demographic Reversal and his new book The Unanchored Central Banker, he argues that aging populations, labor shortages, rising fiscal deficits, and the changing role of central banks are creating a very different macroeconomic landscape. The conversation explores why demographics matter more than many models assume, whether AI can offset labor shortages, and why central banks may increasingly be forced to choose between controlling inflation and maintaining fiscal stability. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Your Portfolio ” here . Learn more about the Trend Barometer here . Send your questions to [email protected] And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast. Follow Kevin on SubStack & read his Book . Follow Manoj on LinkedIn and Read his Book . Episode TimeStamps: 00:00 - Why demographics matter for inflation and central banks 03:05 - The demographic sweet spot that lowered inflation and rates 06:28 - Why labor supply is now reversing 12:15 - Global birth rates and the replacement rate problem 17:03 - The fiscal blind spot in conventional economic models 20:31 - Housing, urb…