AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Lessons From The Asian Financial Crisis | Russell Napier
Forward Guidance
The Problems With Index Composition
Juke: High quality companies that thrive in a disinflationary environment they may not do so well in the inflation environment that you envision yeah i absolutely believe that's correct. In a momentum oriented market the index is just the index and that's fine but occasionally and not very often in a career you come to a great structural break and a great structural change. Juke: This is definitely not a time to be following an index because it's at a structural break a structural shift and everything that's worked for the last 30 or 40 years may not work anymore. The future is forcing savings institutions to buy bonds and sell equities they can only sell what they own and that's everything in
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode