The Fourth Turning is Here. But It Isn’t What You Think | Practical Lessons from Neil Howe episode artwork

EPISODE · Jul 14, 2025 · 55 MIN

The Fourth Turning is Here. But It Isn’t What You Think | Practical Lessons from Neil Howe

from Two Quants and a Financial Planner · host Excess Returns

In this episode, Matt Zeigler and Dave Nadig revisit one of the most popular interviews on Excess Returns—our deep-dive conversation with Neil Howe, co-author of The Fourth Turning. But instead of leaning into the usual doom-and-gloom narrative, they unpack the misunderstood lessons at the heart of Howe’s generational theory.From inflation and leadership to passive investing and community, Matt and Dave explore the deeper patterns shaping our society and markets—and why so many people miss the bigger picture.🎙️ Topics discussed include:Why the Fourth Turning is more about renewal than collapseThe misunderstood role of inflation in crisis periodsHow generational memory loss fuels leadership failureWhy passive investing might be the ultimate Millennial moveGen X’s emergence as a uniquely flawed (and necessary) leadership classHow conflict can become the incubator for lasting communityThis is not a forecast—it’s a framework. And it might just change how you see the world around you.

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The Fourth Turning is Here. But It Isn’t What You Think | Practical Lessons from Neil Howe

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