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higher ed

2 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Nov 25, 2024 by Matt Bank · across every show →

Everything said about higher ed, oldest first

Nov 25, 2024 bearish
Assertion Supported
Bank: One US college or university closes or merges every week
“Higher ed is a classic case, where you have one college or university closing or merging with another every week now.”
Matt Bank Nov 25, 2024 ▶ 27:24 Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)
Nov 25, 2024 bearish
Prediction Open · timeframe Nov 2029
Bank: College-age population will drop 15% over next few years
“On top of that, you have an enrollment cliff coming around the pike because people stopped having children in the global financial crisis, and so those kids would be 17 or 18 years old now, enrolling in college in theory, but there's gonna be 15% fewer of them…”
Matt Bank Nov 25, 2024 ▶ 27:31 Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)
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