Breaking Down Russell Napier’s Rationale on Inflation

Published on
November 17th, 2020
Duration
27 minutes

Breaking Down Russell Napier’s Rationale on Inflation

The Breakdown ·
Featuring Steven Van Metre

Published on: November 17th, 2020 • Duration: 27 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.

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