Modern Wars, Cyber Attacks, Semiconductors & India’s Global Role | Kirttan Shah | FO462 Raj Shamani
Raj Shamani's Figuring Out
Semiconductors: The New Strategic Commodity
Kirttan argues semiconductors, not oil, are central to AI, data centers and modern military advantage.
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(00:00) - Intro
(03:53) - Raj Shamani x Kirttan Shah Begins
(05:15) - Problems in the US
(12:18) - Why Is the US Behind Oil?
(17:44) - Power of the Dollar
(25:47) - The Reserve Currency Changes Every 100 Years
(28:00) - The US as an Unstable Partner
(33:51) - US-Led Economy vs China-Led Economy
(40:30) - The Greenland Issue
(47:32) - The Venezuela Issue
(1:00:33) - Elon Musk and Donald Trump Relationship
(1:04:30) - Semiconductors and Taiwan
(1:13:20) - US, Technology Advantage, and Gold
(1:17:21) - Silver Hype
(1:24:30) - Economic Decoupling and a New Reserve Currency
(1:36:35) - India’s Population Problem and Strength
(1:40:26) - Innovation in China and the US
(1:42:14) - The Future of IT Companies and Their Problems
(1:52:23) - How to Make Money and Invest in India
(2:02:51) - Why All Markets Are Profitable and AI ROI
(2:14:46) - Will the US Deliver Better Returns?
(2:18:14) - Closing Thoughts
(2:18:33) - BTS
(2:19:44) - Outro
In today’s episode, we have Kirttan Shah, Co-Founder of FPA Edutech and Founder of Truvanta Wealth, to break down global power, geopolitics, and money in a way that is simple, logical, and grounded in first principles.Subscribe for more such conversations.
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About Raj Shamani
Raj Shamani is an Entrepreneur at heart that explains his expertise in Business Content Creation & Public Speaking. He has delivered 200+ speeches in 26+ countries. Besides that, Raj is also an Angel Investor interested in crazy minds who are creating a sensation in the Fintech, FMCG, & passion economy space.
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About Figuring Out
Figuring Out Podcast is a Candid Conversations University where Raj Shamani brings raw conversations with the Top 1% in India.
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