L2 Capital

In this episode, Marcelo talks to Russell Napier, co-founder of the ERIC (Electronic Research Interchange) and creator of the course "A Practical History of Financial Markets". He was also considered the No. 1 strategist in the 1990s and wrote the very famous book "Anatomy of the Bear." After talking about ERIC, which is a website for institutional investors to buy independent market research, Russell rationalizes about his recent Financial Times article "Cracks are opening in the global monetary system" which has caused controversy by stating that the current economic situation is not the end of a cycle, but something much greater. When Marcelo asks what will happen going forward, Russsell Napier talks about the global monetary system and how emerging markets should pay attention to the relationship between China and the United States, not only with regard to the trade dispute but also with regard to the exchange rate and the impact that this could have on the world. During the conversation, he also points o