Thursday, April 23, 2026

‘Elite Overproduction’ and Disappointed Aspirations

By Andrew Stuttaford

Wednesday, April 22, 2026

 

Signs of radicalization among young voters are growing harder and harder to miss, and it is a trend that is not likely to ease up any time soon. At its core, much of it is a byproduct of elite overproduction, a term coined many years ago by Peter Turchin, then a professor at the University of Connecticut, and about which I first wrote in 2016:

 

To put it more crudely than Professor Turchin ever would, this occurs when members of the elite (or those with the talents to join it) become too numerous for society to accommodate their aspirations.

 

In 2026, I would rewrite the second half of that sentence as follows:

 

This occurs when members of the elite (or those with the talents to join it, or who have been led to believe that they have such talents) become too numerous for society to accommodate their aspirations.

 

I touched on the issue that amendment reflects in my original 2016 article:

 

If a third of new entrants to the work force are university graduates, they won’t all be above average, especially those who attended one of academe’s less leafy groves. Their degrees will be the equivalent of the high-school diplomas of half a century ago, a ticket to the ballpark, not the VIP suite. For many graduates, gently shepherded through often undemanding schoolwork and gently burdened with a monstrous debt, dreams will turn into nightmares. There will be no place for them on the track to success. Their expectations were unrealistic, but their disappointment will be real. If their teachers haven’t already radicalized them, life may do the trick.

 

And so to a recent article in the Financial Times by John Burn-Murdoch. In it, he notes the discontent felt by many young adults but adds that they are earning more than their parents at this stage in their lives. That can, of course, be explained in part by factors such as housing affordability, but something else is going on.

 

Burn-Murdoch:

 

[W]hat shapes people’s satisfaction with their place in the economy isn’t so much their pay cheque as where they sit relative to others like them both today and in the past. As Andrew Clark and Andrew Oswald showed many years ago, this aspiration gap, between someone’s position in society and the one they could reasonably have expected given their age and education level, reliably drives discontent.

 

Why has this gap grown so wide?

 

Burn-Murdoch:

 

Over recent decades, we have unwittingly engineered a society and economy in which the aspirations of every subsequent generation have been raised while their ability to realistically achieve them has not. Specifically, the expansion of higher education, while well intentioned and clearly beneficial in many aspects, has upset the balance between expectations and outcomes. . . .

 

As more and more people go to university, the average graduate shifts from being among the economic elite to being the norm, placing them much further down the socio-economic pecking order than graduates of yesteryear. They were told putting in the years of hard work would bring with it not only a good job and wage but a certain status in society; most have found out it hasn’t.

 

Burn-Murdoch writes that even though only 10 percent of graduates are in the lowest earnings quartile, one in three are in that bottom segment when it comes to earnings relative to expectations (something similar, incidentally, is happening to nongraduates). Perhaps those expectations were unrealistic, but, as noted above, their disappointment is real enough, and that’s what counts.

 

As I argued last year, the radicalization produced by this sense of disappointment played a significant part in Zohran Mamdani’s rise and eventual victory in New York City, and it is not easy to see what will reverse it, especially if AI creates more losers than winners, even if only for a while.

 

I doubt if that will be good news politically, and so I will dust off (again!) my thoughts from 2016 of what policies shaped by the demands of the elite “surplus” could look like:

 

[It] will be focused on a largely fruitless (but for a few, fruitful) “war against inequality” centered on a drastic redistributive effort. Taxes will rise steeply, on capital gains as well as income, and, given time, on the mere ownership of capital: We can expect a wealth tax on the living, a foretaste of death taxes to come.

 

Spending will doubtless soar, on infrastructure (occasionally even sensibly) and on retraining schemes for jobs that will never be. Health care will grow ever closer to single-payer. For the upper middle class squeezed by automation, reinvented as Robin Hoods on the make, all this will combine power play (the opportunity to redistribute away the gains of their more successful competitors) with marvelous career opportunities (someone has to operate the machinery of redistribution) and, of course, claims to the moral high ground. . . .

 

I hope that I am wrong.

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