Episodes: 66
Frequency: Irregular
Rating: 4.8/5.0
Estimated listeners: 1k-10k
Gender skew: Unknown
Location: USA
Publicly listed emails
fraser@libraryofmistakes.com
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Russell Napier - Financial historian and investment strategist who serves as the Library of Mistakes' Keeper.
Fraser Allen - Podcast presenter and producer associated with the Library of Mistakes and its Shelf Life series.
Leila Johnston - Presenter associated with the Library of Mistakes and its Shelf Life series.
Emily Holmes - Her Appointment As Librarian, The Books That Have Caught Her Attention, And Her Plans For The Library.
Michael O'Connell - Research On Shareholder Wealth Creation And Its Implications For Investors.
Sandy Nairn - What Shareholder Wealth Creation Tells Investors About Returns From Financial Assets And Equities.
Charles Goodhart - The Outlook For Real Interest Rates, Ageing Societies, Government Fiscal Positions, And The Limits Of Central Banking.
Manoj Pradhan - The Outlook For Real Interest Rates, Ageing Societies, Government Fiscal Positions, And The Limits Of Central Banking.
EP 66 Meet our new Librarian! (with Emily Holmes) Shelf Life #18
September 11, 2026
It's back-to-school time for everyone at Library of Mistakes, Future Asset and Leavers' Money Skills. David Clarke, CEO of Didasko (which runs these three wonderful charities) is back from his summer holidays and brimming with enthusiasm as he looks forward to our autumn events. But first, we're excited to introduce you to our new Librarian, Emily Holmes. Discover what's already caught Emily's eye on the Library of Mistakes bookshelves, what her plans are and why she's no stranger to an ice c...
EP 65: What Does Shareholder Wealth Creation Tell Investors? (with Sandy Nairn & Michael O'Connell)
August 17, 2026
Many of our listeners are interested in what financial history can tell us about the returns of financial assets – and particularly of equities. We are therefore delighted as Sandy Nairn and Michael O’Connell join Russell Napier to discuss their new paper for the University of Strathclyde – ‘What Does Shareholder Wealth Creation Tell Investors?’.Michael is an Accountancy and Finance Researcher at the University of Strathclyde. Sandy is Executive Director of Global Opportunities Trust plc, and...
EP 64: The Unanchored Central Banker (with Manoj Pradhan and Charles Goodhart)
July 31, 2026
Manoj and Charles join Russell Napier to discuss their view that "real interest rates will rise because increasingly ageing societies will create a persistent and still-underappreciated deterioration in the government’s fiscal position". Can AI offset these demographic headwinds? The pair aren't convinced – suggesting that the glory days of central banks may be behind us. Lauded by Russell for once again "annoying the right people in the right places", he describes the book as "a quick read t...
Publicly listed emails
fraser@libraryofmistakes.com
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