Russell Napier on the Long View by the Financial Times (16/5/11)
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Uploaded by GreshamsLaw on Aug 16, 2011
Russell Napier, financial historian, interviewed by John Authers on the FT Long View (http://www.ft.com/). He had some fantastic thoughts on global economic & social trends, and the implications for asset prices. In particular, he outlined his thoughts on emerging market currencies, the S&P 500 and US Treasury securities.
For contrarian insights into markets & political economy, see http://greshams-law.com .
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@optionsupdate Yeah I think you're right about the QEs...
GreshamsLaw 6 months ago
@optionsupdate Well, the stock market rally as mentioned at the start... As for the long-term appreciation of EM currencies, it'll take some time I guess!
GreshamsLaw 6 months ago
napier did not envisage qe1,qe2, possibly qe3
optionsupdate 6 months ago
did napier get anything right?
optionsupdate 6 months ago