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 - Intro2:45 - Early life & formative years6:50 - What India can learn from Singapore & China’s models11:33 - Premature welfare state: growth or mistake?17:47 - Social mobility, elections & incumbency27:06 - Does meritocracy create inequality?31:29 - Why govt. bailouts hurt the private sector33:50 - Regulation, crypto & blockchain44:06 - Tariffs & free trade49:12 - Affordable housing & property taxes56:55 - Does India need a dogecoin?1:02:00 - State vs. central govt. in India1:09:07 - Putting corruption into perspective1:15:03 - UBI & AI’s potential1:25:37 - Interaction with Putin1:32:35 - Journalism, free speech & media ethics1:41:43 - Short selling: risks & rewards1:43:47 - How Ruchir found his passion1:53:26 - Validation & defining happiness1:57:28 - FDI & how India can boost growth2:06:44 - US: Superpower no more?2:11:31 - Geopolitics: India, China & US2:18:28 - American tech & patriotism2:21:55 - Small cap boom & retail investors2:30:56 - China today: politics & economics2:37:26 - The thesis of American exceptionalism2:40:28 - India’s 10 year playbook: wages vs. assets2:48:35 - Private, public & emerging markets2:52:48 - Tomorrow’s big trends #NikhilKamath - Investor & EntrepreneurTwitter: [<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> LinkedIN: [](<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>)<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>Instagram: <a href="https://www.instagram.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/nikhilkamathcio/</a>Facebook: <a href="https://www.facebook.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.facebook.com/nikhilkamathcio/</a> #RuchirSharma - Chairman of Rockefeller International and Founder and Chief Investment Officer of Breakout CapitalWebsite: <a href="https://ruchirsharma.com/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://ruchirsharma.com/</a>

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 - Intro2:45 - Early life & formative years6:50 - What India can learn from Singapore & China’s models11:33 - Premature welfare state: growth or mistake?17:47 - Social mobility, elections & incumbency27:06 - Does meritocracy create inequality?31:29 - Why govt. bailouts hurt the private sector33:50 - Regulation, crypto & blockchain44:06 - Tariffs & free trade49:12 - Affordable housing & property taxes56:55 - Does India need a dogecoin?1:02:00 - State vs. central govt. in India1:09:07 - Putting corruption into perspective1:15:03 - UBI & AI’s potential1:25:37 - Interaction with Putin1:32:35 - Journalism, free speech & media ethics1:41:43 - Short selling: risks & rewards1:43:47 - How Ruchir found his passion1:53:26 - Validation & defining happiness1:57:28 - FDI & how India can boost growth2:06:44 - US: Superpower no more?2:11:31 - Geopolitics: India, China & US2:18:28 - American tech & patriotism2:21:55 - Small cap boom & retail investors2:30:56 - China today: politics & economics2:37:26 - The thesis of American exceptionalism2:40:28 - India’s 10 year playbook: wages vs. assets2:48:35 - Private, public & emerging markets2:52:48 - Tomorrow’s big trends#NikhilKamath - Investor & EntrepreneurTwitter: [https://x.com/nikhilkamathcio](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbm9WZVh3cHVTX3JEeGptVjlOZ1R3cW5rVkZJUXxBQ3Jtc0tuekFjWnRXME9XUUVLcDNCTk9YcHd5OU1MV1NMamE0cWE1T25meGJ4VWRMa21OY3VYLWM2T05iOUJtYTNWbWRSLW5YUXNzTTRHUUpjOGdZSGJzNEYxMkt2Y2hmWVNUeU51Nk5MRFVieVNtSTJwMkFXZw&q=https%3A%2F%2Fx.com%2Fnikhilkamathcio&v=wHQiewz8k9g)LinkedIN: [](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGNsNjlxS2NyU3VxOUNIQU1VUmczaWNobmtJd3xBQ3Jtc0tsVmczaDdwdkpMZWlNaVdISk1mQUFfbmhZNVB2al9OU1hwbF9rYTFoMFJGN2FKRnFreXFEaXZhRGttd2xLRHBpQVhIS19XaW5wQTZ3UjB6bm5vazVmdUkwSEdsU0MxS1lXYmJvVnhlekVRczc0RmdTRQ&q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fnikhilkamathcio&v=wHQiewz8k9g)https://www.linkedin.com/in/nikhilkamathcio/Instagram: https://www.instagram.com/nikhilkamathcio/Facebook: https://www.facebook.com/nikhilkamathcio/#RuchirSharma - Chairman of Rockefeller International and Founder and Chief Investment Officer of Breakout CapitalWebsite: https://ruchirsharma.com/

WTF is Finance

India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma

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.

hubhopper

WTF is Finance

hubhopper