Russell Napier's methodology involves analyzing his historical diary entries from the Asian Financial Crisis (1995-1998) showing what he actually thought at the time, not what he thinks he thought in retrospect, demonstrating accountability and a baseline level of humility that distinguishes high-signal thinkers.

factualpending

Speaker

Dmitri Cafinas

Evidence Quote

“he went back and published and analyzed what he thought at the time not what he thinks he thought now but actually what he thought at the time”

Source

The One Hundred Year Pivot | A New Podcast Series by Demetri Kofinas and Grant Williams— Hidden Forces
Created: 8/11/2026, 7:02:03 AM

My Notes

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