The Hundred Year Pivot Ep. 3 - Russell Napier

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 15 May 2025

⏱️ 88 minutes

🔗️ Recording | iTunes | RSS

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Summary

In the third episode of The Hundred Year Pivot, Demetri and I are joined by one of our main inspirations for setting out on this podcast journey, renowned financial historian Russell Napier, for a sweeping exploration of the deep structural imbalances reshaping the global economic and monetary order. Russell lays out a powerful framework for understanding the unwinding of decades-long distortions—rising debt, trade and capital flow asymmetries, and the pivotal role of China in the shifting global balance. As geopolitical alliances realign and governments turn increasingly to capital controls and financial repression, Russell warns that traditional investment strategies may prove dangerously inadequate. From the future of the U.S. dollar to the strategic role of gold and real assets, Russell offers a masterclass in navigating a world where preserving wealth demands foresight, flexibility, and a willingness to think far beyond the consensus as The Hundred Year Pivot forces us to completely change the way we think about the world around us and how we invest therein. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

Transcript

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0:00.0	Before we get going, here's the bit where I remind you that nothing we discussed should be considered as investment advice.
0:16.5	This conversation is for informational and hopefully entertainment purposes only.
0:20.6	So, while we hope you find it both informative and entertaining, please do your own research
0:25.6	or speak to a financial advisor before putting a dime of your money into these crazy markets.
0:30.6	And now, on with the show. Welcome everybody to the third episode of the 100-year pivot, joining me for another fascinating conversation, my good friend and co-host, Dmitri Kaffinus.
0:50.3	Dmitri, how are you, my friend?
0:51.6	I'm doing great, Grant. How are you doing?
0:53.9	I'm doing just dandy. You know, when we started this, you and I were just kind of kicking
0:58.2	around this idea. And there were two people who just jumped to the top of the list of places
1:04.1	to start with this. Because I think it was, as we said in the initial introduction podcast that
1:08.6	we did about this, they were the two that kind of kick started us down two slightly different roads, but on this journey individually, and
1:14.5	they've kind of brought us back together. Neil, how obviously we've spoken to already,
1:18.4	and the second of those two is our mutual friend, Russell Napier, who's about to be joining
1:22.4	us. This is another conversation I'm really excited for to come at it from this slightly
1:27.3	different lens. Yeah, no, I'm super stoked, to come at it from this slightly different lens.
1:29.1	Yeah, no, I'm super stoked, man.
1:31.2	We actually batted some additional names around for people that we think would be great to have on
1:36.1	the podcast and on this series.
1:38.3	And I'm so stoked by the list.
1:40.2	Yeah, yeah.
1:40.7	I mean, we've got some commitments already and it's going to be terrific.
1:44.1	It's going to be epic. It's going to be epic. Yeah, I think so glad you're doing this. You two together. This is going to be great. And I love the way you're taking it. And I'm curious to see where it goes. And it does seem to
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