Podcast appearances and mentions of Ruchir Sharma

In today's Editor's Desk, Alec Hogg strips away the corporate polish to reveal why Sasol's 18-month share price high masks a "difficult" set of financial results and an $800 million debt hurdle. We explore a "software apocalypse" sparked by AI , Ruchir Sharma's take on why gold is breaking every traditional investment model , and the political earthquake of Helen Zille's return to her home turf in Johannesburg. Plus, we look at the whispers surrounding Patrice Motsepe's potential path to the presidency.

The Dow rallies in early market trade, reversing direction to hit a new record high. Citi lays out where they think stocks go next. Then some new reporting by CNBC details OpenAI CEO Sam Altman's rallying cry to employees as pressure mounts from Anthropic. And could a wave of anti-American sentiment hit the markets? Rockefeller's Ruchir Sharma explains why it's not likely. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Part 1 of this essay was published by rediff.com at https://www.rediff.com/news/column/rajeev-srinivasan-trumps-huge-venezuela-gamble/20260114.htmPart 2 of this essay was published by rediff.com at https://www.rediff.com/news/column/rajeev-srinivasan-was-maduros-capture-a-warning-shot-to-china/20260124.htmIt is hard to judge whether the US regime-change operation in Venezuela is a stroke of genius or an act of pure recklessness. This is completely orthogonal to the questions of morality and legality involved in such, well, coups, to put it bluntly. The real issue at hand is twofold: why did they do it? And what is the long-term fallout from it?I consider several perspectives below: the moral/legal angle, the alleged oil bonanza, the alleged drug trafficking, geo-politics and geo-economics. In sum, I am inclined to believe that the Venezuela adventure may not be an indication of American strength, alas, but rather of American weakness. To someone like me who is deeply supportive of the US (especially in opposition to China, the G2 condominium notwithstanding), this is a disheartening conclusion.The morality and legality angleLet us summarily dispose of the entire morality-legality question. At the end of the day, international relations, despite flowery marketing language, is essentially Chanakyan matsya-nyaya, i.e. the big fish eat the little fish, the law of the jungle. Might is right, and that's just the way realpolitik is, let us accept that and move on. The United Nations and the so-called ‘liberal rules-based international order' are syntactic sugar hiding this bitter fact of life. There are a few implications for the little or medium-sized fish: deter the big fish. 1. Bulk up, build up your military and economic strength, including your ability to produce lots of military hardware, 2. Build your economic leverage, so that you are an indispensable trading partner nobody can afford to alienate, 3. Build a nuclear arsenal.This last is significant. Let us consider all the recent (and near-future) invasions by big fish. Iraq. Libya. Iran. Panama. Vietnam. Afghanistan. Ukraine. And soon, alas, Taiwan. Ok, I may have missed some here, but none of them have nukes. If you have working nuclear weapons, and the means to deliver them (such as nuclear-capable missiles, submarines lurking in the ocean depths with nuclear warheads), then it is risky for the invading big fish. No big fish likes body bags, and they certainly don't like mushroom clouds over their cities.In addition, there was the stunning silence from the European Union and Britain, which have been moralizing to everybody about how wicked it was for Russia to invade Ukraine. No clutching pearls this time, eh, Eurocrats in Brussels? In fact, EU leaders were positively ecstatic about Trump's intervention in Venezuela. It is indeed the end of the European century.Ditto with the United Nations, which, by the way, is pretty much on its last legs so far as I can tell: on 7th January President Trump exited 31 UN agencies and a grand total of 66 multilateral entities.This of course hurts the UN's budget, not to mention its relevance.In January the US will formally exit the Paris Climate Agreement and the WHO, and it has already exited the UNHRC, UNESCO, and UNRWA. The newly announced exits include the UN Framework Convention on Climate Change, the Intergovernmental Panel on Climate Change, the UN Women's Fund, the UN Population Fund, the International Solar Alliance, the International Renewable Energy Alliance, and so on.All this fits in with the ‘Fortress America' part of the National Security Strategy, which I wrote about at some length recently. In my opinion, it is not in the US' long-term interests. The post-WW II “liberal, rules-based international order” with America as its center was good for the US, and its precipitous end will erode pre-eminence, Manifest Destiny notwithstanding. The problem is that the dollar, sanctions, SWIFT and US Treasury debt are losing their clout. Pax Americana too.Summary: Nobody is bothered about morality or legality.The oil colony: is it for real?It could be argued that the unabashed Trump statements about Venezuela's oil are exactly like the British and other European colonization of many lands in the 19th century. It can be summarized as: “we have the guns, we're going to take your butter”. That may well be true, although it is not discussed in genteel circles, where they pretend the Euros were on an, um… civilizing mission.Trump, to his credit, makes no bones about it: he says in so many words that he will henceforth consider Venezuela's oil to be his, and that it will be used for the benefit of both Venezuelans and Americans. To be honest, there is some rationale behind this: the infamous Resource Curse, where resource-rich countries end up with the riches being grabbed by both foreigners and kleptocratic local elites, and miserable citizens get virtually nothing.I am not quite sure how Arab OPEC countries managed to keep their money, and spend it on their own nationals: possibly because their populations were low, and they were used to authoritarian rulers anyway. The same with Norway. But the Resource Curse is a fairly universal phenomenon. I bet the global money managers are laughing all the way to the bank.When I first went to the US in the late 1970s, I had a graduate student friend, a woman from Venezuela. She was there on a generous scholarship funded by oil revenues, just like the Iranians who had studied with me in India. At least some of the money was going to actual citizens, and wasn't disappearing into tax havens. I guess socialism did Venezuela in over decades, as we have seen in West Bengal and Kerala.The country's finances are an absolute mess, through years of economic collapse, US sanctions, and a sovereign default in 2017. There are enormous debts owed by Venezuela to foreign investors, add up to more than $150 billion, or twice GDP; this includes interest, penalties for default, and arbitration awards for the expropriation (nationalization) of oil infrastructure. Venezuelan assets abroad (e.g. the CITGO oil retailer) are at risk.So far as I can tell, the country owes the following:* Bond default in 2017 (sovereign and state oil company PDVSA bonds): face value $60 billion, now up to $100 billion with accrued interest and penalties. Owed mostly to international asset managers such as Fidelity, Greylock, T Rowe Price (often US based)* Oil-backed loans of about $15 billion, to be paid off in oil shipments (China and Russia)* Arbitration awards often based on nationalization/expropriation of (especially oil-related) assets: around $30 billion (US and Canada based creditors such as ConocoPhillips and Crystallex owed around $8-10 billion)This means there's a lot of issues that needs to be settled before Venezuela becomes a normal and substantial player in the world oil market. Besides, despite the exertions of Chevron, an American oil major that still has operations in Venezuela, I don't think it will be easy to ramp up production there, which has collapsed due to a variety of factors, including the non-availability of naphtha to make the very viscous, heavy crude from the Orinoco Belt more easily transportable.It is said, however, that a number of US refineries can indeed handle this heavy crude (incidentally Indian refineries such as Reliance's Jamnagar can as well) and so, over time, the oil will begin to flow, although it is going to cost quite a bit to get there. Their production was of the order of 3.5 million barrels per day in the 2010s, but it has fallen to about 1.1 million barrels now, as the result of infrastructure decay, mismanagement, corruption, and US sanctions.I have read estimates that it might take as much as $180 billion in investments over the next 10-15 years to bring Venezuela back online at scale. This means that any dreams of the US tapping Venezuela's vast oil reserves any time soon are unrealistic. Besides, that could lead to an oil glut, depressing global prices even below the current $50-60 levels, which has the side effect of making America's own shale-based oil production unviable.There is one good outcome, though: for neighboring Guyana. Venezuela had been threatening to go to war over Guyana's oil fields. Given that Guyana has a large Indian origin population, I am glad that at least some diaspora people are becoming oil rich. But then again, Trump may feel free to claim their oil too, who knows?All this suggests that, despite all the talk of seizing the largest oil reserves in the world, this is not the real reason behind the regime change.Summary: The oil issue is overblown, and nothing dramatic will happen short-term.What about the drug-running?There was a lot of noise about how Venezuelan gangs pushing drugs in the US was a major threat, and how that needs to be taken care of. However, on closer scrutiny, Venezuela is not a major producer of cocaine (production is almost entirely in Colombia, with smaller amounts from Peru and Bolivia). It serves as a minor transit country for some cocaine, mostly headed to Europe or the Caribbean rather than directly to the streets of America.Data from the UNODC (UN Office on Drugs and Crime) and the US DEA (Drug Enforcement Agency) show no significant direct sea routes from Venezuela to the US; the only known direct route is limited air trafficking.DEA reports (including the 2025 National Drug Threat Assessment) and UNODC (World Drug Report 2025) consistently show Colombia as the overwhelming source of cocaine entering the US (around 84%+ of samples). Venezuela ranks low in direct contributions, with most US-bound cocaine transiting through Mexico/Central America via Pacific routes.Fentanyl trafficking into the United States follows a distinct supply chain, very different from plant-based drugs like cocaine. The overwhelming consensus from US authorities is that Mexico is the primary source of finished illicit fentanyl reaching the US, while China remains the main origin for the precursor chemicals needed to produce it.The fentanyl crisis is overwhelmingly a China to Mexico to US southwest border pipeline not linked to Venezuela or South America in any substantial way, per DEA, State Department, and congressional reporting.Summary: The talk about Venezuela's drug-running is a smoke-screen.Is it geopolitics then?The most interesting thing about the extraction of former Venezuelan President Maduro was not the dramatic flair with which it was done, though that was indeed very Youtube-ready. The helicopter gunships, the silenced air defences, the Cuban bodyguard eliminated (by a sonic weapon?): all the elements of a pretty exciting Hollywood film. I'm sure one is coming up soon.What was even more interesting, though, was that a delegation from the Chinese Communist Party had met him just a few hours before. China has been rather chummy with a fellow-socialist, and has been a good customer as an oil buyer. The fact that Maduro was extricated while the Chinese were still in Venezuela was a warning shot: besides, it suggests that they had no clue what was going to happenIn effect, it was a slap on the face of China, and it goes back to my belief that the US is investing in a G2 condominium with them. Stick and carrot, maybe? Collaborate in general in the spheres of influence concept, but hey, you better keep out of my sphere, ok? As I said earlier, China has made serious inroads into Latin America, which the US may now be hinting is simply not ok: stay in your lane, Xi! In simple terms, China will no longer have access to Venezuelan oil.The prognosis is grim: Russia and the EU are mired in the Ukraine mess, China is rampant (certainly in Asia, with their declared intent of invading Taiwan by 2027), the QUAD is more or less defunct. Trump refused to support Japanese premier Takaichi Sanae when she was bullied by the Chinese over her remark that if Taiwan were to be attacked by China, this would create a survival-threatening situation for Japan, which is literally true as Taiwan is only 70 miles away.Parenthetically, India has also realized the same about the US – that it is on its own – after what was quite likely a US-supported regime-change operation in Bangladesh has put the Hindu minority there in real danger of genocide and ethnic cleansing, with daily incidents of burning alive, murder, rape and abduction and threats of capturing Indian territory.The emerging situation in Iran is also likely to be a blow to China: they would lose one more source of cheap oil. But then, they do have buyer power: in other words, major oil producers do have to sell their stuff to somebody, and as China demonstrated in the case of soybeans from the US, its refusal to buy the stuff has severe consequences for the seller.So it is true that the US and China in general have to respect each other and trade with each other. This is perfectly feasible under the G2 condominium, the principal role of which is to give each of them a ‘playpen' if you will, and prevent a new power, e.g. India, from forcing its way into a G3. It appears they both are applying the Thucydides Trap to India.The US is still ahead of China in the geopolitical game, but if it continues to burn its bridges with its erstwhile allies and partners (such as the EU and Quad members) it will accelerate its relative decline. This is hardly the time to alienate potential partners, especially now that a belligerent NATO has pushed a reluctant Russia into the dhritarashtra-alinganam of China.Unfortunately, in geo-politics America is becoming less exceptional, and Henry Kissinger's quip that “it is dangerous to be America's enemy, but fatal to be its friend” is taking on a new urgency. The action in Venezuela (and possibly in Cuba before long) does not encourage other nations to look to the US for partnerships.Summary: The geopolitical fallout is not particularly good for America's image as an ally.It may well be economics, and a desperate fin-de-siecle lungeThe final issue is that of economics and economic history. Over the past several centuries, we have seen how those countries that hold the global reserve currency have prospered and have been financial hegemons to begin with, based on some substantial competitive advantage, but then a strange malady (“the Dutch disease”) sets in, and over time their financial clout diminishes, until at one point they become major debtors and then, they become irrelevant.This has happened several times in the past 800 or so years, and the patterns are strikingly similar, so there is a fair chance that it is happening again. The countries in question are:* Spain in the 16th century onwards* The Netherlands in the 17th century onwards* Britain in the 19th century onwards* And alas, the US in the 20th century onwardsNow, I would dearly wish the US could avoid this vicious cycle, partly because it is a continent-sized nation with immense resources, but I believe that economic profligacy, wasting money on unnecessary things like wars, and complacency fostered by easy money is leading to a mountain of debt, which usually is a bad place to be in. In each of these European examples, initial success inevitably led to collapse. I hope the US can avoid this fate, especially as warnings have been sounded for some time by experts such as Ray Dalio.Great economic powers, particularly those issuing the world's primary reserve currency, tend to follow a recurring historical cycle of rise, peak dominance, gradual (or sometimes rapid) decline, loss of competitiveness, mounting debt burdens, and eventual marginalization on the global stage. This pattern has repeated over the last 500+ years.The archetypal cycle often unfolds in phases:* Rise and dominance: Because of strong education, innovation, productivity, trade dominance, military power, and financial innovation create a virtuous cycle (this is the model that I have in mind of the US. But there is a second model: colonial loot. Spain stole trillions from Latin America, Britain from India. This too leads to (unearned) privilege). This leads to the currency becoming the preferred global medium for trade, reserves, and debt denomination.* Peak and overextension: Success breeds complacency, wealth inequality widens, debt accumulates (often to fund wars, welfare, or consumption), and costs rise relative to competitors. Besides, there is a form of the Resource Curse: the colonial loot or digging things out from a hole in a ground is so easy that all other industries wither away and die. We see this in Kerala today: remittances are easy money, so everybody wants to go to the Persian Gulf (skilled and unskilled labor) or Europe (nurses). Maybe the generativeAI bubble falls into the same category: the money is too easy.* Decline in competitiveness: Education and innovation lag, unit labor costs rise, trade shares erode, and emerging rivals catch up or surpass in productivity and technology. Too much by way of wokeness, social justice and related illnesses means the smart ones leave, and the dumb ones keep congratulating each other. Ruchir Sharma just wrote in the Financial Times about how the continuing exodus of skilled Indians is a big negative.* Debt buildup and financial strain: The “exorbitant privilege” of reserve status allows cheap borrowing, encouraging more debt. Deficits grow, and the currency is printed or devalued to manage burdens. Print, baby, print. But one day you have to pay the piper.* Marginalization: Confidence erodes (via inflation, devaluations, defaults, or crises), foreigners reduce holdings, and a new power's currency gains primacy. The reserve status lingers due to network effects and habit, but the issuing power loses geopolitical and economic centrality.Spain had its colonies in the Americas from which it extracted enormous amounts of gold and silver; the Dutch started the Amsterdam stock exchange and stepped into the vacuum of finance when Spain faltered; the British outcompeted the Dutch in colonization and in industrialization and defeated them in wars; and the US took over when Britain lost its colonies and had nowhere to dump its goods, and was in debt for its spending in World Wars I and II.Some of the symptoms of the “Dutch disease” are showing in the US: enormous debt, wars that have no clear benefit to the nation, loss of manufacturing, geopolitical challenges, loss of competitiveness and brand superiority in industry after industry.US investors are quietly moving their funds to other countries, while foreigners are quietly moving their money out of US treasuries (e.g. China has reduced its holdings from a high of $1.3 trillion in 2013 to $688 billion now) and into gold, the BRICS group is creating an alternative currency and a non-SWIFT settlement mechanism, and many countries are trading with each other bilaterally in local currencies. De-dollarization is a little far off but no longer implausible.Now, as a big supporter of the US, I do hope the dollar will continue to be supreme, but I am beginning to have my doubts. I have had faith in the US and its ability to re-invent itself on the brains of its immigrants, but I wonder if a post-MAGA US will be the beacon, the “City on the Hill”, “Give me your tired, your poor/Your huddled masses yearning to breathe free”. Maybe not any more. Perhaps cyclical decline, and the rot, are already too deep.This, in my opinion, is the real reason for Trump's little adventure in Venezuela: to be relevant in global finance for a little longer. The petrodollar has been the lifeline allowing the US to run substantial deficits for a long time. Because all transactions for oil have traditionally been mandated to be in dollars, there has been constant demand for the dollar, despite the loss of manufacturing (in other words, nobody needs dollars to buy US goods except a few like weapons, aircraft, and Big Tech software). But everybody needs it to buy oil.Trump is ensuring that Venezuela's giant oil reserves (the largest in the world) will now be sold in dollars, contrary to Maduro's plans to trade in yuan. This is deja vu: when Iraq's President Saddam Hussein planned to trade his oil in Euros in 2000, he found himself deposed. When Libya's President Muammar Gaddafi planned to trade his oil in a new currency called the ‘gold dinar' around 2009, he found himself deposed. Coincidence? Perhaps.This is why I have had the feeling that the Venezuela adventure does not show American strength, but rather American weakness. The dollar is in trouble, and thus the US welfare state. This is an attempt to shore it up.Summary: The real rationale behind the Venezuela regime-change is to ensure that de-dollarization is postponed at least for a while.3450 words, Jan 12, 2026. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rajeevsrinivasan.substack.com/subscribe

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with a breakdown of December's full jobs report - before breaking down the numbers with an all-star lineup of market veterans, including Rockefeller's Ruchir Sharma and Goldman Sachs Chief Economist Jan Hatzius. Plus: SCOTUS not making a decision on President Trump's tariffs just yet - but Wolfe Research's Head of Policy joined the team with potential outcomes ahead of an official ruling. Also in focus: GM taking a multibillion-dollar charge tied to scrapped EV plans - the team talked fallout, and whether there's more pain ahead... Along with the latest from Washington ahead of a huge meeting at the White House with energy executives to talk the road ahead in Venezuela.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with the latest on the breaking news of the day: Venezuela, moments before ousted leader Maduro is due to appear in a New York Court - with wide-ranging implications for global markets, the energy complex, and the geopolitical order.  Hear from a great lineup this hour: Rockefeller's Ruchir Sharma joined the team with a look at the market impact; Signum Global Advisors Founder Charles Myers - who's planning a trip to Venezuela with business leaders to explore investment prospects; and former Trump NSA head H.R. McMaster - with his take on what happens next in the country and beyond.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We kick off the new year analyzing the US military's shock move in Caracas, Ruchir Sharma's warning on the AI bubble, and what these global shifts mean for your portfolio.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with new housing data and fresh developments in the race for the next Fed Chair - before breaking down one Chief Market Strategist's sky-high S&P price target into the year ahead. Plus: longtime market veteran Ruchir Sharma joined the team with what he calls "the 4 O's of a bubble" that are flashing warning signs right now... while Moody's Chief Economist Mark Zandi brought his expectations for tomorrow's blockbuster double jobs report.  Also in focus: a fresh read on the consumer out of CNBC's latest All-America Survey - hear the surprising results, this hour...  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

निकोलाई टैंगेन प्रसिद्ध अर्थशास्त्री और What Went Wrong with Capitalism के लेखक रुचिर शर्मा के साथ बातचीत करते हैं। वे मिलकर उन शक्तियों पर चर्चा करते हैं जो वैश्विक बाजारों को बदल रही हैं—अमेरिका की वृद्धि में AI की भूमिका, इस साल यूरोप और चीन के बेहतर प्रदर्शन के कारण, और वैश्विक बाजारों की बदलती गतिशीलताएँ। रुचिर गुणवत्ता वाले स्टॉक्स, ब्याज दरों, टैरिफ़ और टेक बबल के संभावित फटने के समय पर साहसिक भविष्यवाणियाँ भी साझा करते हैं।When will the AI bubble burst? - Ruchir SharmaNicolai Tangen sits down with Ruchir Sharma, renowned economist and author of What Went Wrong with Capitalism, to dissect the forces reshaping global markets. They discuss AI's dominance in US growth, why Europe and China have outperformed America this year, and the shifting dynamics of global markets. Ruchir shares bold predictions on quality stocks, interest rates, tariffs, and when the tech bubble might burst.For english version, tune in on YouTube: https://youtu.be/zOOgmOKEZnw Hosted on Acast. See acast.com/privacy for more information.

Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with fresh data and a breakdown of what Black Friday's numbers are saying about the consumer... Plus: the market set-up into year-end with RBC's Head of U.S. Equity Research. Market veteran Ruchir Sharma also joined the broadcast with his take, and what he's calling a "once in a generation" market opportunity - before the team talked top holiday retail picks with one of the street's top analysts in the space. Also in focus: Details on Nvidia's new partnership with Synopsis sending those shares surging... The state of the race to buy Warner Bros. Discovery... And the Bitcoin breakdown as prices plunge in early trading.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today on the show, Fareed is joined by Adrienne LaFrance, executive editor at The Atlantic, for a discussion on whether the Jeffrey Epstein scandal could finally rupture MAGA's unwavering trust in President Donald Trump.Then, what happens to the economy when the A.I. bubble bursts? Fareed asks Ruchir Sharma, chairman of Rockefeller International.Later, Fareed speaks with former Venezuelan trade minister Moíses Naím about President Trump's standoff with Venezuela, and if it will soon come to a head.Finally, acclaimed author Salman Rushdie sits down with Fareed for a conversation about the brutal attack in 2022 against him — and the attacks on free speech in America. GUESTS: Adrienne LaFrance (@AdrienneLaF), Ruchir Sharma, Moíses Naím (@MoisesNaim), Salman Rushdie (@SalmanRushdie) Learn more about your ad choices. Visit podcastchoices.com/adchoices

America isn't just leading the AI race; it's increasingly built on it. Investor–author Ruchir Sharma joins Bankless to unpack why U.S. growth, stock gains, and even debt complacency are now tethered to a single story, and what a sensible hedge looks like. We trace how U.S. dominance happened, what could puncture the current euphoria, and where the real diversification lives: quality stocks that have lagged, broad ex-US exposure with currency tailwinds, and selective bets in India, China, and reform winners like Greece and Poland. We also tackle the “gold + stocks up together” puzzle, why that correlation can bite in a tightening cycle, and Ruchir's “two cheers” case for Bitcoin as a portfolio asset whose utility still has room to grow. ---

Det är lätt att i efterhand säga vilka företag, produkter eller tjänster som inte klarade av teknikskiften och strukturomvandling, men i det här avsnittet plockar vi fram och pratar om ett par exempel på lyckad strukturomvandling och vad vi kan lära oss av dem.LÄNKAR: Biblioteket i Babel och läsandets imperativ (Catarina Starfelt, Timbro förlag)The dawn of the post-literate society - And the end of civilisation (Cultural capital)From Polaroid to vinyl, Gen Z is making retro tech one of 2025's biggest trends: ‘These things just have more value' (CNBC)Vad gick snett med kapitalismen (Ruchir Sharma, Timbro förlag)Poddavsnitt: Vad gick snett med kapitalismen? (Ideologipodden, Timbro) Hosted on Acast. See acast.com/privacy for more information.

Sara Eisen, David Faber, and Carl Quintanilla kicked off the hour looking at fresh data on the China front before breaking down the market picture with Charles Schwab's Chief Investment Strategist Liz Ann Sonders. Plus: why gold and stocks are partying together - according to market veteran Ruchir Sharma, who broke down the rare correlation and why it could lead to an "unpleasant surprise" for investors... and what to do with Netflix shares - ahead of results tomorrow. Also in focus: Mark Cuban telling CNBC that the Trump administration deserves credit for its efforts to reduce drug prices - hear his exclusive comments, this hour... Along with the latest on the huge internet outage sending a number of high profile websites dark this morning... and the regulatory win sending Boeing shares to fresh highs.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Sara Eisen discussed a morning of market moves abroad and at-home - as big political changes hit countries like Japan and France. Rockefeller's Ruchir Sharma joined the team to break it all down, fresh off an article in the Financial Times arguing betting on America is just one bet on AI... Find out why this hour, before a deep-dive on the AMD-OpenAI deal sending shares of the former name surging to their best day in years.  Plus: hear from the man who wants to turn Nike around, CEO Elliott Hill, in a wide-ranging sit down from the company's Portland HQ... His first television interview since taking role. Included this hour - his strategy to return to growth, how they're clearing old inventory, and why he returned after retiring in 2020.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Välfärd för de fattiga, rättigheter för medelklassen och räddningspaket för de rika. Staten har expanderat och kapitalismen har gått fel. Det menar Ruchir Sharma i sin hyllade What went wrong with capitalism. Nu kommer den på svenska. Ideologipodden tar tillfället i akt och börjar med att gräva i skulder och opinioner, och slutar med att efterlysa konkurser och arbetslöshet. Medverkar gör välfärdsforskaren Andreas Bergh som skrivit förordet till den svenska utgåvan liksom Anna D Linder och Johanna Grönbäck. Beställ Vad gick snett med kapitalismen? här!

A big morning in Washington: the President holding a much-anticipated call with Chinese President Xi Jinping, as House lawmakers vote to avert a shutdown and RFK Jr's vaccine advisory panel meets for a second day. Carl Quintanilla, Sara Eisen, and David Faber broke the latest headlines on all 3 stories this hour - along with more on the market impact with Rockefeller International Chairman and longtime market veteran Ruchir Sharma. Plus: what all these new guidelines for vaccine makers means for pharma stocks - as the group underperforms on the year...   Also in focus: Apple fans around the world lining up to get their hands on the latest iPhones, with new models officially now on sale. Hear a read from the ground at one of the company's NYC stores - and discussion with one analyst who's keeping his hold rating on the name.    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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https://www.youtube.com/watch?v=Ky3VGO4AI-g Podcast audio: In this episode of The ARI Bookshelf, Tristan de Liège, Ben Bayer, Don Watkins, and Robertas Bakula discuss What Went Wrong with Capitalism by Ruchir Sharma. The book examines the history of government bailouts, Federal Reserve policy, and the growing reach of the regulatory state. Contrary to popular belief, Sharma argues, government intervention in America didn't shrink after Reagan — it kept growing. He also offers proposals for reversing these trends. The discussion covered: How Sharma refutes the myth that America has moved towards free markets in the last fifty years; How the government and the Federal Reserve created distortions and downturns; How the regulatory state expanded and decreased productivity; Why the book's treatment of inequality is self-defeating; How the book's views on capital misallocation and antitrust are contradictory; How the book lacks sufficient philosophical perspective. The video was recorded on July 17, 2025 and posted on August 8, 2025.

Record highs on the S&P and Nasdaq after a new trade deal with the EU this weekend:  Carl Quintanilla, Leslie Picker, and David Faber got the latest from Stockholm as Treasury Secretary Bessent meets with his Chinese counterparts, and talked key carveouts in the EU deal… What one longtime market veteran (Ruchir Sharma) says the world got wrong about tariffs – and what AI mania has to do with it. Plus: the playbook for energy stocks after a huge promise from Europe to buy more American energy… and a deep-dive on how the trade deal could impact the alcohol distillers.  Also in focus: it's the busiest week of earnings season with reports coming from more than 100 S&P 500 companies including Microsoft, Meta, Apple, and Amazon… The key reports to watch along with the stocks most as risk here – along with details on a new deal out of a different Mag-7 name: Tesla buying $16.5B in Samsung chips.   

Ukrainian President Volodymyr Zelenskyy is accused of authoritarianism after favoring loyalists in anti-corruption raids, and the Meta board settles a multibillion-dollar lawsuit over failing to prevent data breaches. Plus, FT columnist Ruchir Sharma explains why investors are going all in on Israel. Mentioned in this podcast:Volodymyr Zelenskyy accused of authoritarian slide after anti-corruption raidsMeta board settles Delaware case over multibillion-dollar cost of data breachesThe markets are signalling a clear winner in the Middle EastFT Weekend Fest Promo code: FTPodcastsToday's FT News Briefing was produced by Sonja Hutson, Katya Kumkova, and Marc Filippino. Additional help from Kelly Garry, Michael Lello and David da Silva. Our acting co-head of audio is Topher Forhecz. Our intern is Michaela Seah. The show's theme song is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

From New York's mayoral race to Jeff Bezos' wedding party, critics of the economic system abound. But few can agree on solutions. In this episode of The Big View podcast, author and investor Ruchir Sharma argues the problem is big government, entrenched companies, and cheap debt. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Global investor and author Ruchir Sharma joins us to unpack the core arguments from his latest book, What Went Wrong With Capitalism. Drawing on decades of experience in global markets and political analysis, Sharma offers a sweeping critique of how modern capitalism has strayed from its original purpose — and why it's no longer delivering for the many. Hosted on Acast. See acast.com/privacy for more information.

Reports this morning that Iran has signaled it wants to de-escalate hostilities with Israel – and restart talks with the US: Carl Quintanilla, Sara Eisen, and David Faber broke down the latest along with key market implications ahead of another rate decision from the Fed on Wednesday – and as energy prices remain surprisingly steady. Plus: A live read from the ground in Alberta, as the G-7 summit begins in Canada.  Rockefeller International's Ruchir Sharma brought his outlook for equities – fresh off an Op-Ed in the Financial Times arguing to not underestimate the Chinese as trade talks continue… Plus: hear from Former Deputy Secretary of State – and lead negotiator for the nuclear agreement with Iran under the Obama Administration – Wendy Sherman's take on what comes next here. Also in focus: Meta rolls out ads on Whatsapp, boosting shares; Sarepta stock plummets after a 2nd death tied to an experimental gene therapy; an exclusive with the CEO of aerospace maintenance company StandardAero, live from the Paris Air Show; and the rumors around AWS that are boosting AMD shares to fresh highs. Squawk on the Street Disclaimer

Stocks rallying across the board as the U.S. and China agree to slash reciprocal tariffs for 90 days – Carl Quintanilla, David Faber, and Leslie Picker broke down the latest, in addition to President Trump's new Executive Order aimed at lowering drug prices (signed within the hour).  Longtime market vet & Evercore Founder Roger Altman calling the China progress “encouraging” - while one former U.S. Trade rep for China Affairs argues: keep waiting for hard details and facts here. Rockefeller's Ruchir Sharma, meanwhile, saying look elsewhere: namely Latin American markets. Plus: a look at how this EO on drug prices could impact pharma stocks – and your wallet – with Former FDA Commissioner Scott Gottlieb… And breaking Fed headlines from Governor Kugler – who's warning the growth outlook remains murky here. Squawk on the Street Disclaimer

A volatile morning for stocks after a report that the White House was contemplating a 90-day pause on tariffs – a report that's now been confirmed as “fake news” by the administration… Sara Eisen, David Faber, Carl Quintanilla broke down the latest swings and returned to Washington for fresh color throughout the hour. Why longtime market vet and Wharton Professor Jeremy Siegel is calling tariffs “the worst policy mistake in 95 years” – plus, Rockefeller's Ruchir Sharma, fresh off an op-ed arguing the Federal Reserve shouldn't rescue markets here.  Also in focus: big weakness in big tech – the worst performing sector on the year, as all of the Mag-7 sits in correction territory… Wedbush's Dan Ives joined the team to breakdown the move, and his choice to cut estimates on Apple & Tesla on tariff concerns. Squawk on the Street Disclaimer

Investors have long been wary of China, piling into US markets, no matter what the climate. But is that changing? Today on the show, Rob Armstrong and Aiden Reiter talk to Ruchir Sharma, a columnist for the FT and investor at Rockefeller Capital Management, about the case for China now. Also they go long BYD, and long Vietnam. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at unhedged@ft.com. Hosted on Acast. See acast.com/privacy for more information.

Rockefeller International's Ruchir Sharma on U.S. market weakness vs. international strength. Economist Claudia Sahm on jobless claims and the labor market, and analyst Dana Telsey on Costco and Gap earnings. Top analyst Stacy Rasgon breaks down Broadcom's strong quarter. 

Evercore ISI's Julian Emanuel analyzes the market outlook and what he is telling clients as stocks sit near records. Our Angelica Peebles sits down with Pfizer CEO Albert Bourla to discuss drug pricing and industry challenges as the sector readies itself for HHS RFK Jr. Rockefeller International's Ruchir Sharma weighs in on China's Xi-CEO meeting. Plus, Morgan sits down with Saronic CEO Dino Mavrookas, talking the company's new capital raise and its shipbuilding efforts while Jon talks with Abridge CEO Dr. Shiv Rao on bringing AI to patient care. 

In this episode, William Green speaks with Barron's Roundtable member Bill Priest, who is Vice Chairman of TD Wealth and founder, Chairman, and Co-Chief Investment Officer of TD Epoch. Bill is the co-author of several books, including “Winning at Active Management.” Having prospered for six decades in the financial markets, Bill has seen it all. Here, he talks about his core investing principles & why he believes investors are too complacent in the face of mounting risk & fragility. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 06:50 - How Bill Priest fell in love with the stock market. 40:30 - Why he focuses relentlessly on free cash flow & cost of capital. 41:11 - How he goes about analyzing a business.  48:41 - Why growth stocks may start to struggle. 50:47 - Why he's worried about the threat of stagflation.  59:16 - How investors can protect themselves from an unknowable future. 1:03:36 - Why AI is unstoppable, not just another bubble. 1:07:35 - Why he'd be “very careful” about investing in China. 1:15:38 - Why you should keep ample cash to ride out difficult times. 1:17:20 - Why his exposure to equities is much lower than usual. 1:21:16 - How to be a successful leader. 1:57:16 - What he's learned from his daughter about happiness. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Bill Priest's investment firm, Epoch Investment Partners. Bill Priest's book, “Free Cash Flow & Shareholder Yield.” Bill Priest's book, “Winning at Active Management.” Anne Applebaum's book “Autocracy, Inc.” Ruchir Sharma's book, “What Went Wrong with Capitalism.” William Green's book, “Richer, Wiser, Happier” – read the reviews of this book. Follow William Green on X. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts.  SPONSORS Support our free podcast by supporting our sponsors: Hardblock Found Unchained The Bitcoin Way Vanta Fintool PrizePicks Onramp SimpleMining TurboTax Fundrise HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

In the wake of the New Orleans truck attack, Fareed is joined by Harvard professor of government Graham Allison to discuss what he believes to be a growing threat of terrorism in the United States, and the domestic and international factors at play.   Next, Fareed speaks with Kori Schake, director of foreign and defense policy studies at the American Enterprise Institute, and Richard Haass, president emeritus of the Council on Foreign Relations, about the foreign policy challenges facing incoming President Donald Trump, and the areas in which his administration might be able to make progress, from Ukraine to Iran to China.  Then, President Jimmy Carter's former chief speechwriter James Fallows joins the show to discuss the late president's legacy, including his post-presidency.  Finally, Ruchir Sharma, chairman of Rockefeller International, tells Fareed what financial trends he will be watching for in 2025.  GUESTS: Graham Allison (@GrahamTAllison), Kori Schake, Richard Haass (@RichardHaass), James Fallows, Ruchir Sharma   Learn more about your ad choices. Visit podcastchoices.com/adchoices

Today the roles are reversed. Producer Dallas Floer interviews Shruti for the annual end of year episode where they look back at key themes and episodes from the past year, address listener questions, discuss the job market series, and share some questions from previous guests.   On behalf of Shruti and the entire Ideas of India team, thank you for listening to the podcast this year. We're excited to bring you more episodes in 2025.  Recorded November 26th, 2024. Read a full transcript enhanced with helpful links. Connect with Ideas of India Follow us on X Follow Shruti on X Click here for the latest Ideas of India episodes sent straight to your inbox. Timestamps (00:00:00) - Intro (00:01:23) - Listener Questions (00:02:27) - Essential readings on the Indian economy (00:04:19) - The economy of eastern India from 1970 to today (00:06:18) - Achieving a “Developed India” (00:09:20) - Alternate paths for economic students (00:014:56) - Suggested dissertation topics for PhD students (00:18:57) - Revising stances on COVID shutdowns (00:24:42) - Problematic TV news programs in India (00:27:57) - Predicting the economic impact of AI (00:30:11) - The South Korean chaebol model (00:38:24) - Karthik Muralidharan: reimagining state capacity (00:41:02) - Aparna Chandra: institutional checks on judicial bias (00:44:03) - Arjun Ramani and Thomas Easton: critical reforms to maintain growth (00:47:29) - Ruchir Sharma: the state of American capitalism (00:51:00) - The Job Market Series (00:54:01) - Questions from Past Guests (00:56:59) - Shifting stances on schooling and drugs (01:02:11) - Law and economics (01:05:36) - “Home” when living in many cultures (01:09:44) - Next up for The 1991 Project (01:11:31) - Personal goals for 2025 (01:16:26) - Thanks and Good Wishes (01:18:29) - Outro

Are bailouts the new “trickle-down” economics? Have government debt and deficits caused capitalism's collapse—thus ending the American Dream?Ruchir Sharma is a well-known columnist for the Financial Times, the author of bestselling books Breakout Nations and The Rise and Fall of Nations, and an investment banker who worked as Morgan Stanley's head of emerging markets for 25 years. His new book, What Went Wrong With Capitalism, traces the roots of current disaffection with our capitalist economy to unabashed stimulus and too much government intervention. Take an example: Sharma writes that the United States federal government has introduced 3,000 new regulations in the last twenty years, and withdrawn just 20 over the same span. He likens the Federal Reserve's constant bailouts—under chairs appointed by presidents from both parties—to the opioid crisis, in which the solution created more problems than the pain it was designed to treat.Sharma joins Bethany and Luigi to explain how constant government intervention leads to inefficient “zombie” firms, higher property prices, housing shortages, massive inequality, and a historic government debt and deficit crisis. Together, they discuss the first step to a cure—a correct diagnosis of the problem—and how to approach the treatment without exacerbating the problems. In the process, they leave us with a renewed understanding of how “pro-business is not the same as pro-capitalism,” a distinction that Sharma says “continues to elude us.”Episode Notes:Link to submit papers for the Stigler Center 2025 Antitrust ConferenceRevisit “Is the Federal Reserve an Engine of Inequality?”, our previous episode on modern monetary theory or the claim that debt doesn't matter.Revisit “Capitalism After the Crisis,” Luigi's article for Foreign Affairs (2009), where he outlines the tensions between a pro-capitalism and a pro-business agenda. Also, check out ProMarket.org, our publication at the Stigler Center that he founded in 2016, with the mission of shedding light on this tension and how to ameliorate it.

Ruchir Sharma, an investor and frequent contributor to the FT, came out and said it the other day: The US stock market is in a bubble. But is it a bubble or just the rational behavior of investors who believe the US really is exceptional? Today on the show, Katie Martin and Rob Armstrong discuss the outlandishly good performance of the US market, and ask how long it can last. Also they go long Elon Musk's pay package and short the transatlantic bug.For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedofferYou can email Robert Armstrong and Katie Martin at unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

It's been one helluva week on the rocket for co-pilot Pearson, as she describes the ‘news tsunami' that has crashed through her life.Your co-pilots talk through the reaction to Allison's story and discuss the principle of free speech in this country.Also boarding the rocket to discuss his new book, ‘What went Wrong with Capitalism', is author Dr Ruchir Sharma who lays out his solution to the relationship between state support and free markets.And there is no shortage of post this week as your co-pilots dive into the rocket's bulging mailbag as readers react to recent events.Read more from Liam: https://www.telegraph.co.uk/authors/liam-halligan/ |Read more from Allison: https://www.telegraph.co.uk/authors/a/ak-ao/allison-pearson/ Read Allison: ‘My week from hell shows that the Britain we love and trust is gone': https://www.telegraph.co.uk/news/2024/11/19/my-week-in-the-eye-of-the-storm/ |Read Susanne Moore: Read Suzanne Moore:' I don't always agree with Allison Pearson but I will defend her right to free speech': https://www.telegraph.co.uk/news/2024/11/20/defending-free-speech-left-right/ |Need help subscribing or reviewing? Learn more about podcasts here: https://www.telegraph.co.uk/radio/podcasts/podcast-can-find-best-ones-listen/ |Email: planetnormal@telegraph.co.uk |For 30 days' free access to The Telegraph: https://www.telegraph.co.uk/normal | Hosted on Acast. See acast.com/privacy for more information.

Serious doubts about capitalism are being raised these days, and for good reason. Too many people are being left behind. But is capitalism really failing? Is socialism the answer? Ruchir Sharma, Chairman of Rockefeller International, says capitalism is being ruined by the expanding role of government. Is he correct? Listen and decide for yourself.

Former fund manager Ruchir Sharma spent most of his career as a money manager on Wall Street. Lately though, he's become a fierce critic of modern capitalism – arguing that the economic system is less fair and less efficient than it has ever been. What's the fix?Produced and presented by Vivienne Nunis(Image: Ruchir Sharma)

Capitalism didn't fail—it was ruined, says Ruchir Sharma. In his new book, “What Went Wrong with Capitalism,” Sharma takes you back to the 19th century to illustrate how the reflexes of government have changed. From hands-off to hands-on, from doing too little to help in hard times to trying to prevent anyone from suffering economic […]

Ruchir Sharma is a longtime investor and a contributing editor and columnist for The Financial Times, where he writes about global economics, politics, and policy. Ruchir joins Preet to discuss his latest book, What Went Wrong with Capitalism, and what the election will mean for the economy.  Plus, can Trump's public statements be used against him in court? Why didn't special counsel Jack Smith request the reassignment of judge Aileen Cannon in Trump's classified docs case? And, is there a place for humor in the courtroom? For show notes and a transcript of the episode head to: https://cafe.com/stay-tuned/ruchir-sharma-capitalism-book-economy-trump-harris-election/ Have a question for Preet? Ask @PreetBharara on Threads, or Twitter with the hashtag #AskPreet. Email us at staytuned@cafe.com, or call 669-247-7338 to leave a voicemail. Stay Tuned with Preet is brought to you by CAFE and the Vox Media Podcast Network. Learn more about your ad choices. Visit podcastchoices.com/adchoices

On this episode of "The Federalist Radio Hour," Ruchir Sharma, founder of investment firm Breakout Capital and chairman of Rockefeller International, joins Federalist Senior Elections Correspondent Matt Kittle to explain how big business and big government became undeniably intertwined and analyze the effect that relationship has on the American economy.You can find Sharma's book, What Went Wrong with Capitalism, here.If you care about combatting the corrupt media that continue to inflict devastating damage, please give a gift to help The Federalist do the real journalism America needs.

On this episode of “The Federalist Radio Hour,” Ruchir Sharma, founder of investment firm Breakout Capital and chairman of Rockefeller International, joins Federalist Senior Elections Correspondent Matt Kittle to explain how big business and big government became undeniably intertwined and analyze the effect that relationship has on the American economy. You can find Sharma’s book, […]

Why are Americans losing faith in capitalism and the American economic system? According to financial writer Ruchir Sharma, it's not a problem with the free market. Sharma joins Charlie to lay out how government bailouts and the "socialization of risk" have let the rich get richer while leading the U.S. state toward stagnation and bankruptcy. It's a crucial conversation about a grave danger facing America in the years to come.Support the show: http://www.charliekirk.com/supportSee omnystudio.com/listener for privacy information.

Newt talks with Ruchir Sharma, author of the new book "What Went Wrong With Capitalism.” Sharma discusses how capitalism has been distorted by constant government intervention and the spread of a bailout culture. He argues that governments, from the United States to Europe and Japan, have pumped so much money into their economies that financial markets can no longer invest all that capital efficiently. Sharma also discusses his upbringing in India and how it shaped his views on capitalism, as well as his career at Morgan Stanley. He suggests that the solution to current economic issues is to reduce government spending and control, and to reform entitlements.See omnystudio.com/listener for privacy information.

0:00 - Ryne Sandberg statue   9:39 - Handsy Andy Cuomo on Maher: open border policy was a mistake; needed a plan   29:57 - GREAT DISINTEGRATION: Foxx got Big Gulped   46:10 - POTUS debate: Some Unsolicited Advice   01:05:06 - Steven Bucci, visiting fellow in The Heritage Foundation's Allison Center for Foreign Policy Studies, analyzes the new 9/11-related tape of Saudi spy   01:25:29 - The making of a young radical   01:43:16 - The Spectator's Washington editor and author of The Snowflakes' Revolt: How Woke Millennials Hijacked American Media, Amber Duke:  Who can right the RNC ship? Keep updated with Amber on X @ambermarieduke   01:56:24 - Club Pro Guy's golf summer camp   02:00:29 - NYT bestselling author, Financial Times columnist, and Chairman of Rockefeller International, Ruchir Sharma, discusses his new book What Went Wrong with CapitalismSee omnystudio.com/listener for privacy information.

Is capitalism broken? A growing number of Americans think so amid declining social mobility and rising inequality. According to investor Ruchir Sharma, author of What Went Wrong With Capitalism, the United States has gone on a decades-long debt binge, with too many regulations and a culture of bailouts, which he says has weakened dynamism in the economy—and capitalism itself. Sharma joins FP Live to discuss potential solutions and lessons from around the world.  Suggested reading: Ravi Agrawal: Capitalism Is Broken. Here's How to Fix It. Cameron Abadi: Adam Tooze: What Is ESG Investing and Why the Sudden Backlash? Ashley Lester: Why Is Adam Smith Still So Popular? Adam Tooze: The Hidden History of the World's Top Offshore Cryptocurrency Tax Haven Learn more about your ad choices. Visit megaphone.fm/adchoices

Ruchir Sharma, the Chairman of Rockefeller International and Founder and Chief Investment Officer of Breakout Capital, an investment firm focused on emerging markets, joins Scott to discuss his latest book, “What Went Wrong with Capitalism.” Follow Ruchir on X, @ruchirsharma_1.  Algebra of Happiness: happiness awaits.  Follow our podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad choices. Visit podcastchoices.com/adchoices

The U.S. Surgeon General wants a tobacco-style warning on social media, and George Clooney, Julia Roberts, and Jimmy Kimmel helped President Biden's campaign raise $30m at a Hollywood fundraiser over the weekend. Author and investor Ruchir Sharma is out with a new book, “What Went Wrong with Capitalism.” He makes a capitalist critique of our economic system in a lively discussion about the government's relationship with private industry. Plus, flight tracking company Hopper says July 4th deals are still on the table; the app's lead economist Hayley Berg explains why prices are down this year, and how to save on a last minute getaway. Ruchir Sharma - 14:10Hayley Berg - 25:53 In this episode:Joe Kernen, @JoeSquawkAndrew Ross Sorkin,@andrewrsorkinBecky Quick,@BeckyQuickKatie Kramer,@Kramer_Katie

Subscribe to The Realignment to access our exclusive Q&A episodes and support the show: https://realignment.supercast.com/Reboot 2024: The New Reality (Use Code REALIGNMENT for a 25% discount on the gala and day-long conference).REALIGNMENT NEWSLETTER: https://therealignment.substack.com/PURCHASE BOOKS AT OUR BOOKSHOP: https://bookshop.org/shop/therealignmentEmail Us: realignmentpod@gmail.comFoundation for American Innovation: https://www.thefai.org/posts/lincoln-becomes-faiRuchir Sharma, author of What Went Wrong with Capitalism, joins The Realignment. In this episode, Ruchir argues that many of America's ills and the populace's rejection of the status quo stems from too little, as opposed to too much market-focused thought, offers a revisionist history of the post-1980s Neoliberal era, makes the case against the rising rate of government bailouts of private industry, and instead offers a vision focused on reducing debt, increasing productivity, and growth-focused deregulation.

Dennis talks to Ruchir Sharma, chairman of Rockefeller International and founder and chief investment officer of Breakout Capital, an investment firm focused on emerging markets. His new book is What Went Wrong with Capitalism.Thanks for listening to the Daily Dennis Prager Podcast. To hear the entire three hours of my radio show as a podcast, commercial-free every single day, become a member of Pragertopia. You'll also get access to 15 years' worth of archives, as well as daily show prep. Subscribe today at Pragertopia dot com.See omnystudio.com/listener for privacy information.

Richard Haass, President Emeritus of the Council on Foreign Relations, joins to break down the newest ceasefire proposal in the Israel-Hamas war, and what will be necessary for lasting peace in Gaza.  Next, the New Yorker's Jonathan Blitzer discusses the Biden Administration's new border policy, its potential political effects, and how the new asylum cap fits into the American immigration system more broadly.  Then, Denise Dresser, professor at the Autonomous Technological Institute of Mexico, tells Fareed about the recent election results in Mexico and explains why she thinks Claudia Sheinbaum's victory is actually a win for autocracy.  Finally, Fareed is joined by investor and author Ruchir Sharma to discuss his new book, “What Went Wrong with Capitalism”.  GUESTS: Richard Haass (@RichardHaass), Jonathan Blitzer (@JonathanBlitzer), Denise Dresser (@DeniseDresserG), Ruchir Sharma  Learn more about your ad choices. Visit podcastchoices.com/adchoices

This week, Fareed looks ahead at the new year and the biggest global challenges it will bring. First, Fareed and the panel discuss what the year will bring for the two major wars (in Ukraine and in the Middle East) and some of the world's many major elections (including in the U.S. and Taiwan). Next, Financial Times contributing editor Ruchir Sharma joins Fareed on set in Mumbai to discuss the outlook for the U.S. and global economies. Then, Fareed speaks with Inflection A.I. CEO Mustafa Suleyman to discuss the future of human interaction with artificial intelligence. Learn more about your ad choices. Visit megaphone.fm/adchoices