54:05

EssentialThe Essential Conversation

Awaiting the Arrival of Cap Day

Featuring Russell Napier & Brent Johnson

Oct 27, 2021 • 54 minutes

Essential

The Essential Conversation

Awaiting the Arrival of Cap Day

Russell Napier presents his thesis in which large financial institutions will be forced to buy debt & liquidate equities, coined as "Cap Day".

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Featuring Russell Napier & Brent Johnson

Oct 27, 2021 • 54 minutes

“Cap Day” is just around the corner. Coined by Russell Napier, investment strategist at Orlock Advisors, "Cap Day" is his thesis in which large financial institutions will be forced to buy debt and liquidate equities, driving down the equities market. Napier and Brent Johnson, CEO of Santiago Capital, discuss the inflationary narrative in an era of global financial repression and interest rate rises. The pair examine potential government inflationary policies as a means to cope with deflationary pressures and the rise of value stocks as inflation dampens asset allocation. Recorded on October 14, 2021. To watch their previous interview together from November 2020, click here: https://rvtv.io/35pPc7o To find out more about Napier’s course, click here: http://www.didaskoeducation.org. For Napier’s latest book, The Asian Financial Crisis, click here: https://rvtv.io/3vXgq0H. To find out more about Napier’s course, click here: www.didaskoeducation.org. For Napier’s latest book, The Asian Financial Crisis, click here: https://rvtv.io/3vXgq0H.

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The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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