Ruchir Sharma

Karim Sadjadpour, a senior fellow focusing on Iran and Middle East politics, discusses the precarious state of Iran’s regime amid mass protests. He explores the dynamics of leadership and security that influence dissent. Ruchir Sharma, chairman at Rockefeller International, shares insights on economic trends, examining whether AI represents a bubble and predicting the implications of deregulation. He also highlights shifts in global consumption patterns, particularly with rising cannabis acceptance over alcohol. Together, they navigate complex geopolitical and economic landscapes.

Adrienne LaFrance, Executive Editor at The Atlantic, explores the ramifications of the Jeffrey Epstein scandal on MAGA's loyalty to Trump. She discusses how conspiracy theories are rooted in anti-establishment sentiments. Ruchir Sharma, Chairman of Rockefeller International, dives into signs of an AI bubble, identifying overvaluation and economic risks. He predicts mixed outcomes for people if the bubble bursts. The conversation touches on the fragility of public trust in AI and what might trigger a market downturn.

Ruchir Sharma, Chair of Rockefeller International and author of 'What Went Wrong With Capitalism', dives into the alarming rise of wealth inequality and the affordability crisis in the U.S. He critiques the concentration of capital and the government's distorted role in capitalism, calling for a revival of economic dynamism. Sharma explores productivity declines despite tech advancements and compares economic freedoms in India and Singapore. He argues for crucial reforms to balance government regulation with market efficiency, offering a fresh perspective for investors.

This episode features Ruchir Sharma, Chairman of Rockefeller International and an expert in global economics. He argues that America’s peak has passed while discussing India's potential in the evolving world order. Sharma offers insights on how India can learn from Singapore’s growth model and critiques the impact of government bailouts on innovation. The conversation also dives into cryptocurrency's future in India, the necessity of deregulation to foster growth, and the geopolitical dynamics shaping the U.S., China, and India for the next decade.

Ruchir Sharma, a global investor and chairman of Rockefeller International, shares insights on market cycles and bubble indicators. He introduces the 'four O's of a bubble': overvaluation, overownership, overinvestment, and overleverage, highlighting current market risks. Sharma also offers strategic advice to investors, suggesting a shift away from concentrated U.S. AI bets towards diversified global quality stocks. Additionally, the discussion covers housing data, the Fed Chair race, and the job market outlook with Moody's economist Mark Zandi.