VALUE: After Hours (S07 E45): Russell Napier on The Solid Ground, Anatomy of a Bear, The Library of Mistakes and Value

21/12/2025
VALUE: After Hours (S07 E45): Russell Napier on The Solid Ground, Anatomy of a Bear, The Library of Mistakes and Value

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Episode Synopsis

During their recent episode, Taylor, Carlisle, and Russell Napier discussed: Why Value Investing Works in Financial Repression Regimes The Myth of the Rational Economic Man Re-Industrialization, Friend-Shoring, and the Anti-China Shift Why Financial History Matters More Than Economic Theory Structural Regime Change: From Falling Rates to Government Control The Rise ...

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