Growing Wealth in an Inflation Avalanche (w/Russell Napier and Stephen Clapham)

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 3 April 2021

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Interview: If central banks and governments unite to debase their money and depreciate their currency, will the long-awaited inflation finally arrive? And if it does, how can investors position themselves to not only protect their portfolio—but in fact grow their wealth—in this inflationary environment? Russell Napier, preeminent investment strategist, joins Stephen Clapham of Behind the Balance Sheet to answer these two critical questions. Napier makes his case for why inflation is indeed on the horizon, discussing everything from rent controls and yield curve capping to credit rationing and pricing power, and then he and Clapham explore the various investments that have a favorable risk/reward profile should Napier's thesis prove correct. Recorded on February 4, 2021 Key learnings: Napier sees favorable opportunities in companies that can secure easy debt financing, value stocks whose pricing power varies with inflation, and countries with low debt-to-GDP ratios such as Singapore. For our Listeners : Protect your portfolio and join 130,000 members by signing up at masterworks.io with promo code REAL VISION today to skip the waitlist. See important information at masterworks.io/disclaimer Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	This episode is brought to you by Kraken.
0:03.0	Crypto is like finance, but different.
0:06.6	It doesn't care when you invest, trade or save, do it on weekends, or at 5 a.m., or
0:12.7	on Christmas Day, at 5 a.m.
0:15.2	Crypto is finance for everyone, everywhere, all the time.
0:19.5	Visit Kraken.com slash see what crypto can be, to learn more.
0:23.0	Don't invest unless you're prepared to lose all the money you invest.
0:25.7	This is a high risk investment and you should not expect to be protected if something
0:28.9	goes wrong.
0:29.9	Hi, I'm Steve Platten and really excited and looking forward to my discussion with Russell
0:56.6	Nate Beard.
0:57.6	Russell, welcome.
0:58.6	What I would like to start off by doing is just painting the scene, Russell, you've explained
1:04.9	to me in the past your views, which are quite radical, I think, about the forthcoming
1:12.5	denouement of inflation, how equities will develop, how bonds will develop, could you just
1:19.4	briefly just paint a picture of your views?
1:22.4	Yeah, I'll try and get it into very short period of time so we can get on to discussing
1:26.8	what it means for investment, but the simple way to explain this is that there have always
1:31.6	been two ways of creating money.
1:33.4	One is by a central bank, but most importantly, the other is by commercial banks and the
1:38.7	vast majority of all the money in the world is being created by commercial banks, sometimes
1:43.0	that astounds people, but of course, the idea is that the central banks kind of control
	...

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