Timothy Sumer

If central banks and governments unite to debase their money and depreciate their currency, will the long-awaited inflation finally arrive? And if it does, how can investors position themselves to not only protect their portfolio—but in fact grow their wealth—in this inflationary environment? Russell Napier, preeminent investment strategist, joins Stephen Clapham of Behind the Balance Sheet to answer these two critical questions. Napier makes his case for why inflation is indeed on the horizon, discussing everything from rent controls and yield curve capping to credit rationing and pricing power, and then he and Clapham explore the various investments that have a favorable risk/reward profile should Napier's thesis prove correct. Filmed on February 4, 2021. Key learnings: Napier sees favorable opportunities in companies that can secure easy debt financing, value stocks whose pricing power varies with inflation, and countries with low debt-to-GDP ratios such as Singapore.

Why have pension funds misjudged reality for decades – and how can you profit from this mispriced risk? Konstantin Boehmer of MacKenzie Investments walks viewers through the four major design flaws that are built into pension systems worldwide. He argues that pension fund managers have overestimated their ability to generate investment returns, and have pursued desperate measures by taking on too much risk in order to compensate for these faulty return expectations. Boehmer explains how the mismatch between retirees’ goals and pension fund managers' incentives has distorted the market, and suggests a few ways to protect yourself from the pensions crisis looming on the horizon. Filmed on January 13, 2020, in Toronto. Thanks for watching The Interview, the premier business and finance interview series in the world. Subscribe to our channel now for more videos like this one: Do you want even more content like this? And to see this video before we release it here? Become