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newsJul 28, 20268:23pending

Why East Asia bets it all on one or two children

About this episode

Today's essential intelligence on markets, energy, AI and geopolitics.

Key takeaways:
• Extreme Weather Events and Wildfires
• Economic Volatility and AI Investment
• Demographic Trends and Fertility Paradox

East Asian Fertility and Hyper-Credentialism
Total fertility rates in East Asia have fallen to levels without historical precedent (Marginal Revolution). France and Spain Wildfires Overwhelm Emergency Services
As 300,000 flee wildfires in France and Spain (Deutsche Welle), national emergency service failures expose a severe state capacity deficit.

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Full transcript: https://thegist.online/2026-07...

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Why East Asia bets it all on one or two children

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