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cover of episode Wealth Preservation During a Fourth Turning | Russell Napier

Wealth Preservation During a Fourth Turning | Russell Napier

2025/5/8
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Hidden Forces
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Demetri Kofinas
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Demetri Kofinas: 我们正经历一个百年难遇的经济、政治和地缘政治大变革。这场变革的规模和影响是前所未有的，它将深刻地改变全球经济、政治和社会格局。我们需要认真思考如何应对这一挑战，如何保护我们的家庭、组织和投资组合。我们与经济历史学家、Solid Ground通讯作者、错误图书馆馆长Russell Napier进行了对话，探讨了持续30年的全球经济、货币和贸易安全秩序的终结。这场变革对经济和国家安全、社会凝聚力、投资和财富保值的影响是巨大的，堪称地壳板块运动级别的变化。我们需要为未来做好准备，这包括应对资本回流加速、资本管制以及可能长达数十年的金融抑制。在这个时期，财富保值将比追求高额回报更为重要。 Grant Williams: 我同意Demetri的观点。我们正处于一个关键的转折点，全球秩序正在发生根本性的变化。我们需要对未来的不确定性做好准备，并采取相应的措施来保护我们的资产和利益。与Russell Napier的对话帮助我们更好地理解了当前的形势，并为未来的投资和财富保值策略提供了宝贵的见解。 Russell Napier: (观点需根据访谈内容补充) supporting_evidences Demetri Kofinas: 'Among other things, we discussed the Trump administration's economic and trade strategy, efforts to isolate China, the creation of new monetary systems and the search for new safe assets, the realignment of global power, the escalating risk of war with China, and how investors can seek to anticipate and position themselves for the accelerating repatriation of capital flows, the onset of capital controls, and a prolonged, potentially multi-decade period of financial repression where wealth preservation will take precedence over making money and chasing outsized financial returns.'

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What's up, everybody? My name is Demetri Kofinas, and you're listening to Hidden Forces, a podcast that inspires investors, entrepreneurs, and everyday citizens to challenge consensus narratives and learn how to think critically about the systems of power shaping our world.

Where you're about to hear is the third episode in a podcast series hosted by me and my co-host, Grant Williams, titled The 100-Year Pivot. In it, we speak with some of the smartest and most plugged-in people we know to help position ourselves, our organizations, our families, and our portfolios for the once-in-a-century economic, political, and geopolitical reordering that we believe is currently underway.

In today's conversation, Grant and I speak with economic historian, author of the Solid Ground newsletter, and keeper of the Library of Mistakes, Russell Napier, about the end of the economic, monetary, and global trading and security order that has been the biggest driver of global growth for the last 30 years. The consequences of the changes we discuss for economic and national security, social cohesion, investment, and wealth preservation are nothing short of tectonic.

Among other things, we discussed the Trump administration's economic and trade strategy, efforts to isolate China, the creation of new monetary systems and the search for new safe assets, the realignment of global power, the escalating risk of war with China, and how investors can seek to anticipate and position themselves for the accelerating repatriation of capital flows, the onset of capital controls, and a prolonged, potentially multi-decade period of financial repression

where wealth preservation will take precedence over making money and chasing outsized financial returns. If you want early access to this conversation, go to hiddenforces.io slash subscribe and join our premium feed so you can listen to this episode and other subscriber-only content on your mobile device using your favorite podcast app, just like you're listening to this episode right now.

And with that, please enjoy this incredibly timely and important conversation with our guest, Russell Napier.