Advisory Board Call – Q2 2023
It is with great pleasure that we inform you of the release of our 2023 Q2 Board Call, entitled Save like a Pessimist, Invest like an Optimist, featuring the remarkable Russell Napier.
Dear investors, friends and clients,
We hope this message finds you in good health and spirits.
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.
During the call, we talked about:
- Russell has made some astoundingly accurate calls in the last few years, including the shift from a deflationary environment to an inflationary world, at exactly the right time. We discuss his latest big calls in financial markets.
- Financial repression, its consequences and how to invest accordingly.
- Central Bank Digital Currencies, should you be concerned?
- Capital expenditure cycles and the renaissance of the “old economy”.
- ESG concerns around gold mining.
Here you find the recorded Audio of the Call:
Q2 2023- Advisory Board Call Transcript
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