Raj Shamani's Figuring Out

Modern Wars, Cyber Attacks, Semiconductors & India’s Global Role | Kirttan Shah | FO462 Raj Shamani

7 snips
Jan 24, 2026
Guest
Kirttan Shah
Kirttan Shah, a financial advisor and entrepreneur focused on geopolitics and macroeconomics. He breaks down power shifts from oil to semiconductors. He discusses de-dollarization, sanctions, and gold flows. He analyzes US-China tech tensions, Taiwan’s chip role, and risks of economic polarization. He examines India’s strengths, innovation needs, and investment implications.
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INSIGHT

US Tariffs As A Debt-And-Inflation Tool

  • The US is using tariffs and trade policy to correct perceived unfairness in other countries' tariffs and protect domestic consumers.
  • Kirttan Shah argues this is motivated by deep fiscal problems like massive national debt and inflation pressure.
INSIGHT

Petrodollar Keeps The Dollar Dominant

  • The dollar's global reserve role is anchored in petro-dollar arrangements that force nations to hold dollars for oil trade.
  • Undermining petro-dollar settlements threatens US ability to finance huge debt and print without immediate consequence.
ANECDOTE

Freezing Russia's $420B Shifted Reserve Behavior

  • In 2022 the US froze about $420 billion of Russia's reserves after the invasion of Ukraine, showing reserve currency vulnerability.
  • Kirttan Shah says that move triggered global central banks to rebalance reserves toward gold.
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