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- Опубликовано: 18 май 2023
- Watch this recorded session on ‘Financial Repression and the Great Reset' by Russell Napier, Author, Solid Ground Investment Report, Co-founder, ERIC, at the 13th #IndInvConf on our RUclips channel.
Moderator: Ritika Mankar, CFA Strategist - Global Investment Strategy, BCA Research
The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.
As one of the over 140 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.
47:30 min buy gold , Japan shares, emerging markets, value shares , capital expenditure,
Napier is extremely smart
He's very well read.
Great insights. Thank you for sharing this analysis. Love from the Netherlands 🇳🇱
Thanks for re-upload with presentation slides.
I'm getting a headache trying to take in everything Russell is saying, I'll need to watch it again 😊
I find Russell absolutely brilliant ❤
License Raaj in the developed countries would be such an interesting development which no one I know is forecasting!
22:22 AI may be bring sustained high real growth with low inflation (increased unemployment)?
Thanks Russell! And CFA Society for this excellent upload!!!
Thanks, I missed the slides in the first upload.
Great work thanks Russel.
Thank you for covering such an insightful presentation.
Index would be helpful.
probably the downside of productivity revolution is that it will reduce employment which can lead to socio economic problem and reduction in consumption. Most important thing is that the govt stop the fiscal deficit especially a percentage to gdp. Down side of this model is that interest payable is real liability of the govt where gdp is shared by govt with the private sector. There has to be a golden rule to state that what could be the maximum debt component is the revenue expenditure of the govt. DBR for individuals
Nice take. I see your point and have considered it myself, but I cannot help but wonder if that reduction in employment would not be offset by the creation of new adjacent jobs as a result of automation and more importantly by the demographics problem with aging populations across the globe and therefore a reduced pool of people entering the workforce. Cheers!
8 out to 10
What about real estate
I have a better solution that will solve all the problems at once, but patent alike it would be too costly for all, but surely solve ALL problems of ALL countries in the world and no one will ever enter into war for economic reasons. I tried contacting Fed, but haven't received response. It would also make India a country that would be known as the problem solver of all world problems. But not disclosure of the solution until my and India's interests are protected. Some radical oput of box solutions, and also without changing the way countries are currently operating. No changes to people and their day to day lives. Next 100 years absolutely safe.
Audience member digging for gold @ 13:08.
Governments involved in the allocation of investment and capital, (and much more), actually had excellent results getting Japan off the mud after WWII
Japanese govt investing is not good, the only reason the post war investing worked was because the Japanese government used predatory practices(which were later copied by S korea and china) where the govt subsidized for example radio producers to sink foreign competition which then allowed for monopolization of the markets. Japanese govt spending is huge and is not performing well.
Furthermore, all of Japan was burned to the ground post WW2 and growing the economy was not difficult, couple that with the ford plan with tons of raw materials from the US to boost the Japanese economy and there we go..
Govt sucks at investing and the inflation reduction act as well as all govt spending in the US has done nothing but lined the pockets of the well connected.
Ok, this is really interesting but he seems to be totally wrong about the US-Dollar.
we'll see. You're being manipulated. You will be greatly resetted.
No alternative from the dollar for a long time.