Description
<p><span style="color: rgb(34, 34, 34);">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.</span></p><p><br></p><p><span style="color: rgb(34, 34, 34);">Timestamps:</span></p><p><span style="color: rgb(34, 34, 34);">00:00 - Intro</span></p><p><span style="color: rgb(34, 34, 34);">2:45 - Early life & formative years</span></p><p><span style="color: rgb(34, 34, 34);">6:50 - What India can learn from Singapore & China’s models</span></p><p><span style="color: rgb(34, 34, 34);">11:33 - Premature welfare state: growth or mistake?</span></p><p><span style="color: rgb(34, 34, 34);">17:47 - Social mobility, elections & incumbency</span></p><p><span style="color: rgb(34, 34, 34);">27:06 - Does meritocracy create inequality?</span></p><p><span style="color: rgb(34, 34, 34);">31:29 - Why govt. bailouts hurt the private sector</span></p><p><span style="color: rgb(34, 34, 34);">33:50 - Regulation, crypto & blockchain</span></p><p><span style="color: rgb(34, 34, 34);">44:06 - Tariffs & free trade</span></p><p><span style="color: rgb(34, 34, 34);">49:12 - Affordable housing & property taxes</span></p><p><span style="color: rgb(34, 34, 34);">56:55 - Does India need a dogecoin?</span></p><p><span style="color: rgb(34, 34, 34);">1:02:00 - State vs. central govt. in India</span></p><p><span style="color: rgb(34, 34, 34);">1:09:07 - Putting corruption into perspective</span></p><p><span style="color: rgb(34, 34, 34);">1:15:03 - UBI & AI’s potential</span></p><p><span style="color: rgb(34, 34, 34);">1:25:37 - Interaction with Putin</span></p><p><span style="color: rgb(34, 34, 34);">1:32:35 - Journalism, free speech & media ethics</span></p><p><span style="color: rgb(34, 34, 34);">1:41:43 - Short selling: risks & rewards</span></p><p><span style="color: rgb(34, 34, 34);">1:43:47 - How Ruchir found his passion</span></p><p><span style="color: rgb(34, 34, 34);">1:53:26 - Validation & defining happiness</span></p><p><span style="color: rgb(34, 34, 34);">1:57:28 - FDI & how India can boost growth</span></p><p><span style="color: rgb(34, 34, 34);">2:06:44 - US: Superpower no more?</span></p><p><span style="color: rgb(34, 34, 34);">2:11:31 - Geopolitics: India, China & US</span></p><p><span style="color: rgb(34, 34, 34);">2:18:28 - American tech & patriotism</span></p><p><span style="color: rgb(34, 34, 34);">2:21:55 - Small cap boom & retail investors</span></p><p><span style="color: rgb(34, 34, 34);">2:30:56 - China today: politics & economics</span></p><p><span style="color: rgb(34, 34, 34);">2:37:26 - The thesis of American exceptionalism</span></p><p><span style="color: rgb(34, 34, 34);">2:40:28 - India’s 10 year playbook: wages vs. assets</span></p><p><span style="color: rgb(34, 34, 34);">2:48:35 - Private, public & emerging markets</span></p><p><span style="color: rgb(34, 34, 34);">2:52:48 - Tomorrow’s big trends</span></p><p><br></p><p><span style="color: rgb(34, 34, 34);">#NikhilKamath - Investor & Entrepreneur</span></p><p><span style="color: rgb(34, 34, 34);">Twitter: [</span><a href="https://x.com/nikhilkamathcio" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://x.com/nikhilkamathcio</a><a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbm9WZVh3cHVTX3JEeGptVjlOZ1R3cW5rVkZJUXxBQ3Jtc0tuekFjWnRXME9XUUVLcDNCTk9YcHd5OU1MV1NMamE0cWE1T25meGJ4VWRMa21OY3VYLWM2T05iOUJtYTNWbWRSLW5YUXNzTTRHUUpjOGdZSGJzNEYxMkt2Y2hmWVNUeU51Nk5MRFVieVNtSTJwMkFXZw&q=https%3A%2F%2Fx.com%2Fnikhilkamathcio&v=wHQiewz8k9g" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbm9WZVh3cHVTX3JEeGptVjlOZ1R3cW5rVkZJUXxBQ3Jtc0tuekFjWnRXME9XUUVLcDNCTk9YcHd5OU1MV1NMamE0cWE1T25meGJ4VWRMa21OY3VYLWM2T05iOUJtYTNWbWRSLW5YUXNzTTRHUUpjOGdZSGJzNEYxMkt2Y2hmWVNUeU51Nk5MRFVieVNtSTJwMkFXZw&q=https%3A%2F%2Fx.com%2Fnikhilkamathcio&v=wHQiewz8k9g)</a></p><p><br></p><p><span style="color: rgb(34, 34, 34);">LinkedIN: [](</span><a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGNsNjlxS2NyU3VxOUNIQU1VUmczaWNobmtJd3xBQ3Jtc0tsVmczaDdwdkpMZWlNaVdISk1mQUFfbmhZNVB2al9OU1hwbF9rYTFoMFJGN2FKRnFreXFEaXZhRGttd2xLRHBpQVhIS19XaW5wQTZ3UjB6bm5vazVmdUkwSEdsU0MxS1lXYmJvVnhlekVRczc0RmdTRQ&q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fnikhilkamathcio&v=wHQiewz8k9g" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGNsNjlxS2NyU3VxOUNIQU1VUmczaWNobmtJd3xBQ3Jtc0tsVmczaDdwdkpMZWlNaVdISk1mQUFfbmhZNVB2al9OU1hwbF9rYTFoMFJGN2FKRnFreXFEaXZhRGttd2xLRHBpQVhIS19XaW5wQTZ3UjB6bm5vazVmdUkwSEdsU0MxS1lXYmJvVnhlekVRczc0RmdTRQ&q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fnikhilkamathcio&v=wHQiewz8k9g</a><span style="color: rgb(17, 85, 204);">)</span><a href="https://www.linkedin.com/in/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/nikhilkamathcio/</a></p><p><span style="color: rgb(34, 34, 34);">Instagram: </span><a href="https://www.instagram.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/nikhilkamathcio/</a></p><p><span style="color: rgb(34, 34, 34);">Facebook: </span><a href="https://www.facebook.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.facebook.com/nikhilkamathcio/</a></p><p><br></p><p><span style="color: rgb(34, 34, 34);">#RuchirSharma - Chairman of Rockefeller International and Founder and Chief Investment Officer of Breakout Capital</span></p><p><span style="color: rgb(34, 34, 34);">Website: </span><a href="https://ruchirsharma.com/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://ruchirsharma.com/</a></p>