Free talk in which strategist Kiril Sokoloff, interviewed by Russell Napier, explains how history helps understand today's financial markets.
Kiril Sokoloff is at the Library of Mistakes on Wednesday 28 October, where he'll be interviewed by Russell Napier. It's a conversation rather than a lecture, so it'll be a good chance to hear him talk through his approach in person. The Library is at 33A Melville Street Lane, EH3 7QB.
Sokoloff is a strategist who argues that studying history is the only way to make sense of how financial markets actually work. He's built his reputation on a long string of contrarian calls over the last 45 years, and the list is a bit of a tour of the last few decades. He called the 1977 boom in supply-side economics, the 1982 disinflation — which he wrote about in Is inflation ending? Are you ready? — and the 1992 rise of China. Then came the 1994 boom in technology, the internet and e-commerce, and the oil boom of the 2000s, which he spotted in 2002 when oil was at $20 on its way to $147 by 2008.
More recently, he called the yen peak in October 2012, turned super bullish on gold in December 2015 at $1050, and in 2019 argued that the idea of bonds as 'risk-free assets' was laughable. In September 2020, he announced the long 40-year bond bull market was over and predicted a secular rise in inflation and long-term interest rates. He's the founder and chairman of 13D Research & Strategy.
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The talk runs from 6:30 PM to 7:30 PM, with doors opening at 6:00 PM, so there's plenty of time to get in and settle. It's free to attend, though tickets are available for a nominal fee, listed from £0.00 up to £9.
