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Population Collapse Ahead: Darrell Bricker on the Wealth Shock No One Sees Coming
By Matt Morgan - April 22, 2025

 

Summary

Population collapse due to declining birth rates and changing cultural dynamics poses significant economic and societal challenges for countries like Canada and China, leading to generational divides and political shifts.

 

Global Demographic Shift

Global fertility rates have plummeted, with Canada’s average dropping from 4 children per woman in 1960 to 1.2 today, signaling a worldwide trend towards population aging and declining reproduction.

Countries like Japan, Korea, and Singapore face extreme low fertility rates below 1 child per woman, while even China and India have fallen below replacement rate, reshaping global demographics.

Economic Implications

Declining birth rates will reshape economies, societies, and investments, impacting real estate values, labor markets, and consumption patterns.

The condo skybox market in Canadian cities is at risk due to declining immigration and changing preferences, with detached homes in urban centers becoming rarities and potential collector’s items.

Cultural Factors and Solutions

Western cultural shifts prioritizing career, education, and personal fulfillment have created an economy incentivizing delayed family formation and smaller family sizes.

Even countries offering free childcare and workplace support struggle to maintain fertility rates above replacement level, suggesting this is a new global trend rather than a temporary issue.

Canadian Perspective

Canada’s population may start declining this decade if immigration policies change, as natural population growth alone cannot sustain current levels.

Older Canadians aging in place are leaving three-bedroom homes empty, preferring familiar neighborhoods over downsizing to high-rise condos.

Political Landscape

In the 2025 Canadian federal election, Liberals lead by 5-7 points, with Mark Carney positioning himself as the best candidate to handle US relations and Trump’s policies.

30% of Canadians, including 50% of Gen Z, would consider joining the US for full citizenship and assets valued in US dollars, indicating a potential national unity crisis.

Resource Management and Future Outlook

Natural resource extraction in Canada could serve as a global model for environmentally responsible and ethical practices, respecting indigenous communities.

Public opinion research by Ipsos, active in 44 countries with 1500 staff, aims to use data to help understand public wants and find solutions to global challenges.



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