# Manoj Pradhan

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Are We Ready for an Era of Higher Interest Rates?

The world is aging. For our lifetimes, that has meant low interest rates, as limited demand, high savings and a flexible global workforce created favorable conditions for easy money. Our guest today, Manoj Pradhan, founder of Talking Heads Macro, argues that over time, aging will result in somethin…

How Demographics Will Break the Bond Market | Manoj Pradhan

In Episode 481 of Hidden Forces, Demetri Kofinas speaks with economist and Talking Heads Macroeconomics founder Manoj Pradhan about his and Charles Goodhart's new book, The Unanchored Central Banker, which argues that structural forces—aging demographics chief among them—are driving real interest …

Why central bankers face an inflation reckoning

Ageing populations, indebted governments and geopolitical splits undermine price stability. That leaves independent central banks unanchored, say Charles Goodhart and Manoj Pradhan. On this episode of The Big View, the economists tell Peter Thal Larsen the status quo cannot last. Charles Goodhar…

IL50: Why Central Banks Are Losing Control of Inflation ft. Manoj Pradhan

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,…

Kontrarian Korner #125 - Jesse Felder

Yesterday I had Jesse Felder back on the podcast. We covered his outlook for AI and data centers, including a couple stories that are similar to the old shoeshine boy story. He also laid out some of the problems he sees in private equity and private credit, along with real estate. We wrapped things…

S11E22: Manoj Pradhan, Founder of Talking Heads Macroeconomics

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Manoj Pradhan, Founder of Talking Heads Macroeconomics and author. They discuss demographics, Baumol’s cost disease, fiscal dominance, and the bind the Fed is in amid high debt and secular inflation. WealthVest is a lea…

EP 64: The Unanchored Central Banker (with Manoj Pradhan and Charles Goodhart)

Manoj and Charles join Russell Napier to discuss their view that "real interest rates will rise because increasingly ageing societies will create a persistent and still-underappreciated deterioration in the government’s fiscal position". Can AI offset these demographic headwinds? The pair aren't co…

Spillover Summer Reading: The Best Books on Forecasting, Silicon Valley, and the Future

In this episode of The Spillover, Rebecca Patterson and Sebastian Mallaby swap summer reading recommendations, including fiction and nonfiction picks covering American thinkers’ predictions for the twentieth century, an Irish murder mystery, and a Stanford student’s exposé on Silicon Valley venture…

"Global Financial Markets: The Future Will Be Nothing Like The Past", Manoj Pradhan, Talking Heads Macro

David Osman of IRF is joined by Manoj Pradhan, the Co-Founder of Talking Heads Macro. ----more---- In this podcast, Manoj discusses some of the key aspects of his latest book that he has co-authored with Charles Goodhart, which is entitled: “The Unanchored Central Banker: Demography, Fiscal Insta…