本期节目中，投资人和金融史学家罗素·纳皮尔与主持人德米特里·科菲纳斯探讨了后布雷顿森林体系的灵活汇率制度和美元霸权的未来。他们分析了新兴经济秩序的形态、运作机制以及对经济、行业、投资组合和国际货币体系中美元作用的影响。谈话涉及通货膨胀、战争以及如何在新世界中调整投资策略，以应对货币政策、风险承担和政府影响力等方面的变化。

🤔 **新世界秩序的诞生：**本期节目探讨了后布雷顿森林体系的灵活汇率制度和美元霸权的未来，并预测了新兴经济秩序的形态、运作机制以及对经济、行业、投资组合和国际货币体系中美元作用的影响。 这一新的经济秩序将带来巨大的变化，需要投资者重新思考货币政策、风险承担和政府影响力等方面的传统假设。 理解新经济秩序的赢家和输家，以及哪些资产类别、行业和公司将从中受益，对于投资者来说至关重要。

📈 **通货膨胀、战争和投资策略：**节目中还讨论了通货膨胀、战争以及如何在新世界中调整投资策略，以应对货币政策、风险承担和政府影响力等方面的变化。 投资者需要根据新的经济环境调整投资策略，并积极寻找新的投资机会。 节目内容旨在帮助投资者制定适应新世界的思维方式和策略。

🌎 **新世界经济秩序的影响：**本期节目旨在帮助投资者理解新世界经济秩序的本质，并制定相应的投资策略。 投资者需要了解新世界经济秩序的赢家和输家，以及哪些资产类别、行业和公司将从中受益。 节目内容强调了理解新经济秩序的重要性，并为投资者提供了应对变化的指导。

In Episode 243 of Hidden Forces, Demetri Kofinas speaks with investor and financial historian Russell Napier. Russel was on the podcast a year ago for a conversation about his book on the Asian Financial Crisis and “The Birth of the Age of Debt.” Today’s episode picks up where that conversation left off, building on the foundations of the post-Bretton Woods system of flexible exchange rates and dollar hegemony to speculate on what comes next—on what the new order that is now being born will look like, how it will operate, and what its implications will be for economies, industries, portfolios, and the role of the dollar in the new, international monetary system. It’s a conversation about inflation, war, and how to position oneself for a new world where old assumptions about monetary policy, risk-taking, and the power and influence of governments to shape economic opportunities will need to be radically rethought. Understanding who the winners and losers of this new economic and political order will be, as well as the asset classes, industries, and companies that will benefit from it is an imperative for investors. This conversation is meant to help you develop the mindset and strategies that you will need to navigate this new world.

You can access the full episode, transcript, and intelligence report to this week’s conversation by going directly to the episode page at HiddenForces.io and clicking on "premium extras." All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application.

If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following:

Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed

Write us a review on Apple Podcasts & Spotify

Subscribe to our mailing list at https://hiddenforces.io/newsletter/

Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

Subscribe & 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 04/07/2022