Hidden Forces
Description
In Episode 199, Demetri Kofinas speaks with investor and author of “The Asian Financial Crisis,” Russell Napier, about the 97-98 crisis, its drivers, and the practices & policies that made it possible. The second hour is spent on the resolution to the crisis and applying the lessons learned from that period to today, with implications for the future path of interest rates, inflation, growth, political stability, and most practically, opportunities for investing in the new market regime to follow.