My guest today is Russell Napier, a consultant with CLSA, who Covel had the good fortune to speak for in 2013 in several cities across Asia. Napier is a global macro-strategist. He definitely comes at it from a different trading perspective than trend following.
The topic is his book Anatomy of the Bear: Lessons from Wall Street’s Four Great Bottoms.
- Why the average person will never see an interest for their savings again in their lifetime
- How the choice of equities is made for many
- How we’re not really in a free-market capitalistic world
- Why Napier thinks we’re on the eve of a major deflationary period
- How the equity bull market causes people to simply not think (or question).
In this episode of Trend Following Radio we discuss:
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