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Russel Napier: Investing for Inflation (Feb 2021) (youtube.com)
1 point by anm89 on Oct 21, 2021 | hide | past | favorite | 1 comment


Pretty telling me that he is saying with almost certain confidence that we were going to be experiencing strong inflation back in February when it was not a consensus viewpoint.

Even more so because he's on the record being in the deflation camp since 2012 and only switched back to inflation expectations earlier this year. He clearly has a framework for thinking through this which aligns with reality.




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