For this quarter's advisory board we welcome our special guest Russell Napier. Russell 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.
He is joined by regular board members, Ronnie Stoeferle and Niko Jilch for a discussion about:
Financial Repression
Central Bank Digital Currencies
Capital Expenditure Cycles
How ESG policy could influence gold miners
Why Ronnie’s favorite soccer team keeps losing
You can view or download the transcript of the video here:
https://www.incrementum.li/downloads/
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