Her Economy: A Theory

The Investor's Diary · Jul 26, 2026 · 11m

A solo, for-fun theory episode: I’ve noticed everything lately seems to be “for her” — movies, songs, gaming, travel — so I dig into why. Women now control roughly 80% of global consumer spending and are set to hold 75% of discretionary spending by 2028, they’re near parity (or ahead) in gaming audiences, education has already tilted female, the pay gap keeps narrowing, and women spend a higher share of what they earn while controlling most household purchasing. My theory: in industries sitting at a genuine 50/50 split — gaming, music, entertainment, travel, lifestyle — that combination of…