Bridge over ocean
30 April 2020 Multimedia

Multi-Trillion-Dollar Government COVID-19 Debts: Is Financial Repression the Endgame (or the Solution)?

  1. Russell Napier
  2. Richard J. Brandweiner, CFA

To combat the COVID-19 pandemic, governments around the world have incurred massive debts in the magnitude of trillions of dollars. How can these governments service their debts? Is financial repression the endgame or the solution? And what are the investment implications?

  • Are austerity, default, hyperinflation, and so on, worse than financial repression?
  • Financial repression: real interest rates below real inflation rates
  • Massive wealth transfer from net savers and cash holders to net borrowers
  • Policies to set this in motion
  • Investment implications

This is an archived recording of a live webinar that took place on 30 April 2020.

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