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Wealth Preservation During a Fourth Turning | Russell Napier

May 8, 2025
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Hidden Forces

Description

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:

  1. The Trump administration’s economic and trade strategy

  2. Efforts to isolate China

  3. The creation of new monetary systems

  4. The search for new safe assets

  5. The realignment of global power

  6. The escalating risk of war with China

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

  1. The accelerating repatriation of capital flows

  2. The onset of capital controls

  3. A prolonged period of financial repression in which wealth preservation will take precedence over making money and chasing outsized financial returns.

If you want early access to this conversation, subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe.

If you’d like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe.

If you enjoyed today’s episode of Hidden Forces, please support the show by:

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

Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas

Episode Recorded on 04/25/2025