Inflation isn’t going away. Why? Because governments can’t let it. So says market historian Russell Napier, who on this episode of Merryn Talks Money tells host Merryn Somerset Webb that, with the global debt-to-GDP ratio at an historic high, using inflation to eat away at the real value of debt is the only escape route. What that means, Napier says, is that for the first time in a long time politics will matter most to markets.

Napier also shares his ideas on how investors can navigate this new environment. He says market indices may fall, but mentions some equities that he says will still make investors real money. Which ones? Tune in to find out. 

And Money Distilled's finest John Stepek joins to talk about why dividends are due a comeback. Check out his daily newsletter here:
https://www.bloomberg.com/account/newsletters/uk-wealth

Inflation isn’t going away. Why? Because governments can’t let it. So says market historian Russell Napier, who on this episode of Merryn Talks Money tells host Merryn Somerset Webb that, with the global debt-to-GDP ratio at an historic high, using inflation to eat away at the real value of debt is the only escape route. What that means, Napier says, is that for the first time in a long time politics will matter most to markets.
Napier also shares his ideas on how investors can navigate this new environment. He says market indices may fall, but mentions some equities that he says will still make investors real money. Which ones? Tune in to find out.  And Money Distilled's finest John Stepek joins to talk about why dividends are due a comeback. Check out his daily newsletter here: <a href="https://www.bloomberg.com/account/newsletters/uk-wealth" data-destination="rte:bind">https://www.bloomberg.com/account/newsletters/uk-wealth</a>

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money

Why Governments Won’t Let Inflation Go Away

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f5351f36-623d-4def-b2ca-af9d0157d229/transcript

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