Part two of a wide-ranging discussion with Richard Kary on politics, culture, economics, institutions, civilizational decline, and modern disorder.

A discussion on gold equities, junior mining valuation, internationalizing wealth, and merger arbitrage opportunities in the resource sector.

A discussion on Modi’s political future, India’s economic reality, unemployment, poverty, weak institutions, and the gap between official narratives and ground reality.

A discussion on whether U.S. corporations are really moving from China to India, and why India is unlikely to replace China as a manufacturing power.

A discussion on chaos investing, uncertain markets, political disorder, mispriced opportunities, risk, and the need for independent judgment.

A discussion on whether India can become the next China, and why India’s cultural, institutional, and social weaknesses make the comparison deeply flawed.

A Hindi/Urdu discussion on why Indians emigrate, and how corruption, weak institutions, social pressure, disorder, and the search for dignity push many to leave India.

A discussion with Maurice Jackson on Javier Milei, Argentina’s crisis, inflation, state dependency, political resistance, and whether serious reform can survive.

A discussion on BRICS, the decline of Pax Americana, rising Third World chaos, Ecuador, Mexico, and China’s contrasting capacity for order and development.

A discussion on the significance of BRICS, China’s role, India’s limitations, Western decline, and whether BRICS represents a coherent alternative world order.