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EssentialThe Breakdown

Breaking Down Russell Napier's Rationale on Inflation

Featuring Steven Van Metre

Nov 17, 2020 • 26 minutes

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Essential

The Breakdown

Breaking Down Russell Napier's Rationale on Inflation

Steven Van Metre breaks down Brent Johnson's recent conversation with Russell Napier.

Featuring Steven Van Metre

Nov 17, 2020 • 26 minutes

Steven Van Metre, macro fund manager and creator of "Portfolio Shield", breaks down Brent Johnson's recent conversation with Russell Napier. Van Metre provides key information crucial to understanding the crux of Napier's thesis on inflation, such as the difference between base money and broad money. He also provides additional color on the finer points of Napier's views on macroprudential regulation, as well as the underlying correlation between interest rates and inflation. Show More

Real Vision contributors break down some of the most complex topics and interviews from our catalog to help you better understand these topics no matter what stage of your financial journey you're at.

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Real Vision contributors break down some of the most complex topics and interviews from our catalog to help you better understand these topics no matter what stage of your financial journey you're at.

More Episodes

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