“Cap Day” is just around the corner. Coined by Russell Napier, investment strategist at Orlock Advisors, "Cap Day" is his thesis in which large financial institutions will be forced to buy debt and liquidate equities, driving down the equities market. Napier and Brent Johnson, CEO of Santiago Capital, discuss the inflationary narrative in an era of global financial repression and interest rate rises. The pair examine potential government inflationary policies as a means to cope with deflationary pressures and the rise of value stocks as inflation dampens asset allocation. Recorded on October 14, 2021. To watch their previous interview together from November 2020, click here: https://rvtv.io/35pPc7o To find out more about Napier’s course, click here: http://www.didaskoeducation.org. For Napier’s latest book, The Asian Financial Crisis, click here: https://rvtv.io/3vXgq0H. To find out more about Napier’s course, click here: www.didaskoeducation.org. For Napier’s latest book, The Asian Financial Crisis, click here: https://rvtv.io/3vXgq0H.