Discussion with Richard Kary: May 2024, Part 1
A wide-ranging discussion with Richard Kary on geopolitics, culture, economics, institutions, and the deeper realities shaping the world.
A wide-ranging discussion with Richard Kary on geopolitics, culture, economics, institutions, and the deeper realities shaping the world.
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.
Conversations on India, civilization, incentives, institutions, moral order, and the failures of the Third World.
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.