In Episode 243 of Hidden Forces), Demetri Kofinas speaks with investor and financial historian Russell Napier. Russel was on the podcast a year ago for a conversation about his book on the Asian Financial Crisis and “The Birth of the Age of Debt.” Today’s episode picks up where that conversation left off, building on the foundations of the post-Bretton Woods system of flexible exchange rates and dollar hegemony to speculate on what comes next—on what the new order that is now being born will look like, how it will operate, and what its implications will be for economies, industries, portfolios, and the role of the dollar in the new, international monetary system. It’s a conversation about inflation, war, and how to position oneself for a new world where old assumptions about monetary policy, risk-taking, and the power and influence of governments to shape economic opportunities will need to be radically rethought. Understanding who the winners and losers of this new economic and political order will be, as well as the asset classes, industries, and companies that will benefit from it is an imperative for investors. This conversation is meant to help you develop the mindset and strategies that you will need to navigate this new world. You can access the full episode, transcript, and intelligence report to this week’s conversation by going directly to the episode page at HiddenForces.io) and clicking on "premium extras." All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application.
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Producer & Host: Demetri Kofinas)
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Episode Recorded on 04/07/2022