Practical analysis for investment professionals
28 May 2013

Global Trends to Watch: Beyond Futurist David Houle’s Frontiers

Posted In: Economics

There is no such thing as a future fact. Facts by definition are things that occurred in the past, but investing unfolds in the future. So what a skilled futurist thinks about the future is potentially investable information. Earlier this year I discussed the major themes of David Houle‘s new book, Entering the Shift Age, as well as tools analysts can use to better discount the future. In this portion of my talk with Houle he discusses:

  • A possible fix for global warming;
  • His view of how the dominating theme for humanity in the 21st century; and,
  • Whether economics or government will be the most important source of power.


David Houle was a part of the executive teams that launched MTV, Nickelodeon, and Headline News. He is an Emmy winner and an Academy Award nominee. In addition, Houle has spoken to or advised more than 2,000 CEOs on six continents, and has given several well-received TEDx talks. He famously only discusses things where he has conviction.


Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.

About the Author(s)
Jason Voss, CFA

Jason Voss, CFA, tirelessly focuses on improving the ability of investors to better serve end clients. He is the author of the Foreword Reviews Business Book of the Year Finalist, The Intuitive Investor and the CEO of Active Investment Management (AIM) Consulting. Voss also sub-contracts for the well known firm, Focus Consulting Group. Previously, he was a portfolio manager at Davis Selected Advisers, L.P., where he co-managed the Davis Appreciation and Income Fund to noteworthy returns. Voss holds a BA in economics and an MBA in finance and accounting from the University of Colorado.

Ethics Statement

My statement of ethics is very simple, really: I treat others as I would like to be treated. In my opinion, all systems of ethics distill to this simple statement. If you believe I have deviated from this standard, I would love to hear from you: jason@jasonapollovoss.com

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