The Library of Mistakes

Want to learn about monetary policy without interest rates, and how we may be going back to the future? These questions, and many more, are explored as Russell Napier meets up with Eric Monnet, former senior economist at the Banque de France and now Professor of Economic History at the Paris School of Economics. Eric takes us on a journey through the evolution of central banks and credit policy, both in France and across western Europe.For more information on the Advanced Valuation in Financial Markets course mentioned by Russell, please see www.didaskoeducation.org.

Marko Papic, author of Geopolitical Alpha, joins our Keeper Russell Napier to discuss his investment framework for predicting the future. In a world where geopolitical tensions are ever more influential, Marko is one of the few people with an investment background writing about the impact we can expect them to have. And as someone who grew up in Yugoslavia as it descended into war, and lived through the second highest period of hyperinflation in history, these are issues he has been considering for much of his life.For more information on the Advanced Valuation in Financial Markets course mentioned by Russell, please see www.didaskoeducation.org.

Michael Howell, legendary market strategist, author and founder of CrossBorder Capital, joins our Keeper Russell Napier to discuss global liquidity. Join us for a thought-provoking episode that seasoned investors and knowledgable market observers will enjoy getting their teeth stuck into.For more information on the Advanced Valuation in Financial Markets course mentioned by Russell, please see www.didaskoeducation.org.

Robin Wigglesworth, the FT journalist and author of Trillions, joins us from Oslo to discuss the revolutionists who invented index funds, and the consequent threats to capitalism posed by the spread of passive investing.For more information on the Advanced Valuation in Financial Markets course mentioned by Russell, please see www.didaskoeducation.org.

Wander into any small town in the US and you'll find "a Subway, a Bank of America and some private-equity-owned retail chain".Denise Hearn, co-author (with Jonathan Tepper) of The Myth of Capitalism (the Financial Times Book of the Year in 2018), explains how corporate monopolies are not only killing competition, choice and diversity, but weakening the economy. This thought-provoking interview with the influential Seattle-based writer and campaigner is well worth a listen.For more information on the Advanced Valuation in Financial Markets course mentioned by Russell, please see www.didaskoeducation.org.

When FT investigative journalist Dan McCrum began challenging the financial model of so-called fintech pioneer Wirecard, he was threatened with criminal charges in Germany – and worse from the murky forces of the Russian underworld. Yet he persisted, demonstrating that Wirecard was a fraudulent operation that had hoodwinked auditors worldwide – and many others, including former German Chancellor Angela Merkel. Hear Russell Napier ask Dan about his extraordinary book Money Men, and how the hubristic forces behind Wirecard were doomed to fail.For more information on the Advanced Valuation in Financial Markets course mentioned by Russell, please see www.didaskoeducation.org.

He was a Labour Cabinet Minister tipped to be a future Prime Minister – charming, handsome and apparently a passionate advocate for social justice. Yet John Stonehouse was also a spy who sold secrets to Czechoslovakia, a fraudster who propped up his supposedly altruistic bank with illegal transactions, and ultimately a criminal who successfully faked his own death – until he was mistaken for Lord Lucan!In this special podcast, recorded live in the Library of Mistakes on 27 September 2022, Sir Philip Augar reveals the John Stonehouse story as portrayed in Agent Twister, his recent book with Keely Winstone. A fascinating tale.For more information on the Advanced Valuation in Financial Markets course mentioned by Russell, please see www.didaskoeducation.org.

How did Australian farmer Lex Greensill convince the likes of Credit Suisse and the Softbank Vision Fund that he was a highly investable fintech entrepreneur? Why was former UK Prime Minister David Cameron recruited as a lobbyist? And what caused Greensill's 'pioneering' chain finance model to collapse with the loss of billions of dollars? Join our host Russell Napier as investigative journalist Duncan Mavin reveals a tale of greed, deceit and incompetence.Duncan Mavin is the author of The Pyramid Of Lies: Lex Greensill and the Billion-Dollar Scandal, published by Pan Macmillan.For more information on the Advanced Valuation in Financial Markets course mentioned by Russell, please see www.didaskoeducation.org.

Edward Chancellor, Author of 'The Price Of Time', discusses the functions of interest rates, misallocation of capital, heroes and dogmatism in finance, consequences of low interest rates such as rise of corporate monopolies, and the future of the market rate of interest and financial repression.

Disorder, a new book by the political economist Helen Thompson, has made waves with its depiction of the long history behind the world's current political challenges. Helen's view is that the disruption experienced in geopolitics, the world economy and western democracies has come together in one big surge of turbulence. It also suggests that, even as the world moves towards greener energy, the predicaments cause by our reliance on fossil fuels will not go away. It's a fascinating book and a lively discussion with Professor Russell Napier, who starts by asking Helen how she believes that the international capital flows of the very wealthy have impacted upon western democracy.This episode is a great listen for anyone interested in what really makes the world tick.For more information on the Advanced Valuation in Financial Markets course mentioned by Russell, please see www.didaskoeducation.org.