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21min chapter
The Value Perspective with Russell Napier
The Value Perspective
Global Monetary System and Geopolitical Tensions
Exploring changes in the global monetary system and geopolitical tensions, the chapter discusses the impact on investors due to evolving relationships with China and Russia. It highlights the distortions between discount rates and growth rates leading to market inefficiencies and the need for flexible exchange rates. The speaker delves into escalating conflicts involving China and potential Cold War scenarios, emphasizing strategic alliances and risks in international relations.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode