Russell Napier: Inflation, Deflation & Mean Reversion

Excellent presentation below from Russell Napier, which focuses heavily on the history of financial markets and how they relate to where we are today. Napier is one of the brightest minds in finance and his analysis is usually only available to institutional investors.

Here is the Shiller CAPE P/E ratio chart Napier references during the initial portion of the presentation:

For a complete view of his slideshow during the presentation click here.