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Erik Townsend and Patrick Ceresna welcome Russell Napier to MacroVoices. Erik and Russell discuss:

  • How are stocks rallying to new all-time highs amidst the ongoing pandemic?
  • Stimulus into real economy – will this still support the stock market?
  • How far Bond Yields could go
  • Financial repression and inflation outlook
  • Inflation may be good in the beginning but for how long?
  • Benefits of inflation on the stock market
  • Perspectives on commodities including Copper and agriculture
  • Gold vs. Bitcoin
  • Is there a strategy to evade financial repression?

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Professor Russell Napier is author of The Solid Ground investment report for institutional investors and co-founder of the investment research portal ERIC- a business he now co-owns with D.C. Thomson.  Russell has worked in the investment business for over 30 years and has been advising global institutional investors on asset allocation since 1995. Russell is author of the book Anatomy of The Bear: Lessons From Wall Street’s Four Great Bottoms (‘a cult classic’ according to the FT) and is founder and course director of The Practical History of Financial Markets at The Edinburgh Business School.

Russell is chairman of the Mid Wynd International Investment Trust a closed end investment vehicle listed on the London Stock Exchange. He is a member of the investment advisory committees of two fund management companies, Cerno Capital and Kennox Asset Management.

In 2014 Russell founded the charitable venture The Library of Mistakes a business and financial history library in Edinburgh that now has branches in India and Switzerland.

Russell has degrees in law from Queen’s University Belfast and Magdalene College Cambridge. He is a Fellow of The CFA Society of the UK and is an Honorary Professor at both Heriot-Watt University and The University of Stirling. His second book which covers the events of the Asian financial crisis and the lessons to be learned from it is due to be published in summer 2021. From February 1st 2021 his research is available for sale to the public at russellnapier.co.uk .

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