Nikhil Kamath explores global finance trends, macroeconomics, and business finance through in-depth conversations with friends, industry experts, and thought leaders.
Nikhil Kamath explores global finance trends, macroeconomics, and business finance through in-depth conversations with friends, industry experts, and thought leaders.
Ruchir Sharma thinks America’s peak is over. In this episode, I sat down with the author, investor and economist to discuss the forces shaping the world’s economy, where India fits in the new world order, and all things geopolitics.
Timestamps:
00:00 - Intro
2:45 - Early life & formative years
6:50 - What India can learn from Singapore & China’s models
11:33 - Premature welfare state: growth or mistake?
17:47 - Social mobility, elections & incumbency
27:06 - Does meritocracy create inequality?
31:29 - Why govt. bailouts hurt the private sector
33:50 - Regulation, crypto & blockchain
44:06 - Tariffs & free trade
49:12 - Affordable housing & property taxes
56:55 - Does India need a dogecoin?
1:02:00 - State vs. central govt. in India
1:09:07 - Putting corruption into perspective
1:15:03 - UBI & AI’s potential
1:25:37 - Interaction with Putin
1:32:35 - Journalism, free speech & media ethics
1:41:43 - Short selling: risks & rewards
1:43:47 - How Ruchir found his passion
1:53:26 - Validation & defining happiness
1:57:28 - FDI & how India can boost growth
2:06:44 - US: Superpower no more?
2:11:31 - Geopolitics: India, China & US
2:18:28 - American tech & patriotism
2:21:55 - Small cap boom & retail investors
2:30:56 - China today: politics & economics
2:37:26 - The thesis of American exceptionalism
2:40:28 - India’s 10 year playbook: wages vs. assets
2:48:35 - Private, public & emerging markets
2:52:48 - Tomorrow’s big trends
#NikhilKamath - Investor & Entrepreneur
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#RuchirSharma - Chairman of Rockefeller International and Founder and Chief Investment Officer of Breakout Capital
Website: https://ruchirsharma.com/
