The Hundred Year Pivot Ep. 3 - Russell Napier

In the third episode of "The 100-Year Pivot," Grant Williams and Demetri Kofinas are joined by Russell Napier to discuss national capitalism, financial repression, and global imbalances. They explore the unwinding of these imbalances, the potential consequences for asset prices, and the challenges of wealth preservation. The conversation covers the impact of trade and capital flows, the role of China, and the potential for a new global monetary system. They also discuss the implications of these shifts for investors, businesses, and the global order, including the potential for capital controls and the need for a new approach to investment strategy.