Wealth Preservation During a Fourth Turning | Russell Napier

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May 8, 2025

Delve into the seismic shifts reshaping the global economy and the emerging challenges in wealth preservation. Explore the impact of the Trump administration's trade strategy and the efforts to isolate China. Discussions highlight new monetary systems and safe assets amidst rising geopolitical tensions. Investors are urged to prepare for capital repatriation and potential financial repression. The conversation paints a vivid picture of the economic landscape, where security takes precedence over traditional investment gains.

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INSIGHT

End of Global Growth Order

The existing global economic, monetary, and security order driving growth for 30 years is coming to an end.
This shift will profoundly affect investment strategies and wealth preservation.

INSIGHT

Isolation Strategy Impact

The Trump administration’s economic and trade strategy aims to isolate China.
This strategy is reshaping global monetary systems and power alignments, increasing geopolitical risks.

INSIGHT

Capital Flows and Financial Repression

Capital repatriation and increasing capital controls are accelerating globally.
Investors will need to prioritize preserving wealth over seeking high returns amid prolonged financial repression.

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Episode 415 is the third episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with some of the smartest and most plugged-in people they know to help them navigate the once-in-a-century economic, political, and geopolitical reordering that is currently underway.

In this episode Kofinas and Williams 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 & security order that has been the largest single driver of global growth over the last thirty years.

The consequences of the changes discussed for economic and national security, social cohesion, investment, and wealth preservation are nothing short of tectonic. Points of discussion include:

The Trump administration’s economic and trade strategy
Efforts to isolate China
The creation of new monetary systems
The search for new safe assets
The realignment of global power
The escalating risk of war with China

There is also a long and detailed discussion about how investors can position themselves for:

The accelerating repatriation of capital flows
The onset of capital controls
A prolonged period of financial repression in which wealth preservation will take precedence over making money and chasing outsized financial returns.

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Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou

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Episode Recorded on 04/25/2025