Kiril Sokoloff’s Big Picture

Featuring Kiril Sokoloff

Revered investment visionary Kiril Sokoloff, founder of 13D Global Strategy & Research, encapsulates the big picture trends better than anyone and Raoul Pal gets the chance to sit down with the legendary thinker to peer into the future of technology, including China’s quantum computer advantage, which has the potential to be the ultimate disruption, with an unhackable new form of internet, as well as long term challenges facing the US like health and demographics. Filmed December 8th, 2017 in Nassau, Bahamas.

Published on
22 December, 2017
Topic
Macro, Global Outlook, China
Duration
70 minutes
Asset class
Equities
Rating
79

Comments

  • IV

    Iouri V.

    19 5 2018 04:57

    0       0

    Amazing!

  • YB

    Yuriy B.

    25 3 2018 20:16

    0       0

    Though the interview had minimal useful investing info, it was just interesting to hear from this man for two reasons: (1) his attitude toward his deafness and (2) his suggestion to live life "twice each day."

  • rd

    ross d.

    11 2 2018 08:42

    1       0

    RP's best interview to date, well done

  • RS

    Ryan S.

    30 1 2018 16:08

    0       0

    Absolutely brilliant. Really like it.

  • DL

    Dan L.

    25 1 2018 23:15

    2       0

    The last segment when Kiril says "My Dream always was to instill in the girls a love of learning and curiosity," sums up how I feel about life now at 30. I feel like it took me too long to spark that flame (probably because of the schooling system as he says now that I look back on it). Really enjoyed his perspective and hope to find a pair of those glasses!
    (ps - if anyone knows what those glasses are called please reply and let me know!)

  • DK

    Daniel K.

    24 1 2018 03:58

    0       1

    I'm patiently waiting for Raoul to come out directly and tell Americans to flee the country. Our future continues to darken. I am hoping I have enough time left to finish school and escape before everything implodes.

  • LC

    Liliana C.

    21 1 2018 06:57

    1       0

    I enjoyed this beyond anything else gor a v long time! As a parent of a 10 year old girl and as an investor and career in finance, 🙏👍

  • TE

    Tim E.

    16 1 2018 19:46

    0       0

    I really noticed how Kiril became more animated and forceful in his demeanor when talking about the education of his girls. My wife and I are facing the same dilemma deciding how to educate our daughter, and appreciated hearing the views of someone who has obviously been very curious and achieved an enormous breadth of knowledge himself in his lifetime. As another friend puts it, there is no "teaching," there is only "learning." The role of the educator is to inspire the pupil to learn, and provide guidance on how to best achieve that. They current system really does fail in many respects to achieve this, it seems.

  • JD

    Joe D.

    16 1 2018 02:54

    0       0

    It may be interesting to ask Kiril what he thinks Musk, Brin, Page, Zuckerberg, et al's responsibilities are for the future.

  • AF

    Andrew F.

    2 1 2018 22:06

    1       0

    Thx Raoul. Really loved this interview.
    Had so many aspects that left me more fascinated about Kiril.

  • SS

    Steve S.

    30 12 2017 01:16

    0       0

    wow super enlightening conversation. Well done RV!

  • CC

    Charles C.

    29 12 2017 23:55

    11       0

    This is one of the best RV interviews. Just fascinating, and i like the focus on long term and big picture thinking. An obvious RV follow on could be a series on quantum computing - what it is, why it is so disruptive, who are the leading innovators, etc.

  • ag

    anthony g.

    28 12 2017 19:29

    1       0

    great discussion. He does appear to have rather different views on China and Europe than those of GPF, which is a Geopolitical group run by George Friedman. Be interesting to see who is correct on these big picture calls. Lets do another one with Sokoloff in about 2 years or so ?

  • JH

    Jesse H.

    28 12 2017 14:32

    4       0

    This was fantastic, and delivered just as Raoul promised -- in terms of high-level, global macro thinking. My favourite part was the philosophical musing at the beginning with regards to blindness and deafness, and developing a sense of the world...deep wisdom worth reflecting on. Thank you RV.

  • .

         
    • JL

      Jim L.

      29 12 2017 00:30

      3       0

      Kiril is one of the greatest thinkers in all markets globally. your comments show you clearly haven't read a single note he has ever written. Perhaps the interview didn't get that across adequately (I'm not sure) and from my perspective there was nothing new only because i read his note weekly. It is the most sought after, revered note in macro globally. You can get his thoughts on CNBC?! haha that takes the cake for foolish comments on this site

    • CB

      CHRISTOPHER B.

      28 12 2017 16:54

      1       1

      Agree. Struck me as a tarot card reading, all vague, "it's going to be big" but with little to no process or predictive value.

    • SP

      Simon P.

      28 12 2017 12:24

      0       4

      EB, Ive never had the will to criticise a persons view on RV more than when reading your comments above. OMG, what were you looking for, a free kick? Seat by the band? This was one of the best ever interviews and you, are either a complete ignoramus or total troll. Cant be anything else. Ok, well, maybe a washed up engineer, again, looking for a free kick.

  • PJ

    Peter J.

    28 12 2017 11:15

    2       1

    Brilliant interview has put into words so many things that my gut has been telling me that brain wasn't

  • MA

    M A.

    28 12 2017 07:58

    3       0

    One of the best interviews, changed my perspective on a lot of things. He's also killing us with those german energy glasses!!! I googled for a while and couldnt get them and then realised maybe the comment section has an answer, turns out they are just as lost.

  • SD

    Stephen D.

    28 12 2017 04:07

    1       1

    Kiril Sokoloff is a reamrkably erudite man but da Vinci "as the greatest scientist, probably, until Einstein" Surely not. There are many who ought to rank above the great Renaissance polymath.
    Isaac Newton would perhaps rank above all, probably including Einstein himself. Einstein, in 1919 wrote "No one must think that Newton’s great creation can be overthrown in any real sense by this [Theory of Relativity] or by any other theory. His clear and wide ideas will for ever retain their significance as the foundation on which our modern conceptions of physics have been built. "
    I liked this interview a great deal, but the pedant in me can't let that Da Vinci assertion pass.

  • .

         
    • JL

      Jim L.

      27 12 2017 23:59

      0       0

      Sorry correction - that is not what he is referring to. That is a different thing I'm not aware of

  • AG

    Alex G.

    27 12 2017 20:47

    2       3

    The glasses Kiril is referring are definitely Nucalm. Kiril says it himself here: https://twitter.com/MarkYusko/status/944436888416477184

    A little confusing given the website describes it not as light emitting glasses but as a system that includes a light blocking eye mask. http://www.nucalm.com/NuCalm-Wellness/how-nucalm-works.cfm

  • N

    Norman .

    27 12 2017 19:52

    11       0

    Fantastic interview. I'm lucky to be a subscriber to 13D and read it as soon as it arrives each week. Kiril is really one of the best thinkers out there.
    Also, this is link to the glasses - one of his associates sent it to me :
    http://www.oirf.com/pdf/FIT%20915.pdf

  • VM

    Vedanth M.

    27 12 2017 11:01

    0       0

    Great interview!

    I think the glasses are this--- https://www.goayo.com/

  • DS

    Dan S.

    27 12 2017 04:04

    0       0

    I keep checking back in case some kind and smart Real Visionary has cracked the link to these German energy glasses!

    13D is definitely institutionally priced (unfortunately)

  • JE

    John E.

    27 12 2017 00:44

    4       0

    Great interview, such breadth....

    So many interesting references in this interview. Love it. Be it the Robert Kuok Memoir, Walter Isacson's book, or the glasses from Germany. A notes section (with links, dare I dream) from references given within the interview would be a great way to add value to subscribers.

    Happy and Prosperous New Year to all....

  • BM

    B M.

    26 12 2017 20:46

    5       0

    Anybody has a sense of how much is a 13D subscription?

  • GP

    Gordon P.

    26 12 2017 20:32

    0       0

    Awesome, Thanks RV

  • BP

    Besar P.

    26 12 2017 17:52

    2       0

    Excellent. Please interview him again in the near future.

  • AG

    Alexander G.

    26 12 2017 07:15

    6       0

    Great Interview, thank you very much.
    Can we get link to glasses Kiril mentioned?

  • CT

    Christopher T.

    26 12 2017 03:11

    2       0

    interview of the year

  • MB

    Max B.

    25 12 2017 22:29

    1       1

    If Kiril sees the US falling behind!!! Where the hell does that leave the UK???? Eeeeekkkkk

  • DS

    David S.

    25 12 2017 22:23

    1       2

    Total national isolationism does not worked in the long run. - look at the Ming dynasty in China and the Tokugawa Shogunate in Japan. Today China and Japan are practicing a type of cultural isolationism and control coupled with internationalism in trade. With "America First" the US is moving toward isolationism and control, but unilateral trade agreements may not be win/win for the US trading partners. Mr. Sokoloff discusses the possibility that US trade agreements may drive smaller countries away from the US into large trading blocks if the US trade agreements are win/lose. American trade agreements may be improved with the America First policy, but the trade agreements still need to be win/win. Of course, trade policies are only one dimension of the America First policy. DLS

  • js

    j s.

    25 12 2017 21:57

    8       0

    who makes the glasses he is talking about that helps with sleep and memory??

  • KE

    Kenan E.

    25 12 2017 20:52

    2       0

    Kiril is such an interesting and enlightening person, WOW. On one hand I'd love to have a beer with him and ask him thousands of questions. On the other hand I would be frightened to look really dumb...

    Thank you for this really interesting Interview!

  • RH

    Robert H.

    25 12 2017 12:35

    2       0

    Excellent interview. Such optimism. He’s definitely ‘glass half full’.

  • JD

    John D.

    25 12 2017 10:06

    1       0

    Phenomenal.... This is Real Vision at its very BEST....

  • SS

    Sami S.

    25 12 2017 07:39

    4       0

    Great interview Raoul - thanks! The range of knowledge displayed is amazing and humbling, people like this are truly an inspiration.

  • RA

    Robert A.

    25 12 2017 01:23

    16       0

    One of the absolute best and I’ve seen almost all of them! A very early RV segement (maybe the author that interviewed Basketball Coach John Wooden?) talked about having the 5 people in your “Circle of Competence” all be smarter than you are. For me, Real Vision is MY circle of competence and continues to expose me to the kind of thinking and analysis that I just can’t find anywhere else. It was an honor to spend an hour with this fine Gentleman and I felt humbled in his digital presence. Thanks guys for yet another blockbuster interview!

  • TM

    The-First-James M.

    25 12 2017 00:14

    2       0

    Wow, just wow. An incredible tour de force!

  • MY

    Madjid Y.

    24 12 2017 23:21

    2       0

    Amazing Thank You

  • JO

    Jay O.

    24 12 2017 22:00

    2       1

    In a word, marvelous.

  • CM

    Chris M.

    24 12 2017 17:15

    1       0

    Excellent. These are my favorite types of interviews. Taking his comments and GMO's recent quarterly letter, need to spend more time looking at investing in EM markets and India. Very helpful stuff.

  • KM

    Ken M.

    24 12 2017 16:47

    1       0

    This was the best interview I have seen on Real Vision. Brilliant

  • PB

    Pier B.

    24 12 2017 11:46

    4       0

    Absolutely brilliant and thought provoking.

  • DS

    Dan S.

    24 12 2017 03:37

    0       0

    Sleepwellspecs.com?

    Ps: really enjoyed the interview. This helped make the decision to send our daughter to a Montessori school.

  • FG

    Fred G.

    24 12 2017 01:15

    4       0

    This may be the best interview has produced. I am in full agreement with james e.

  • je

    james e.

    23 12 2017 19:06

    16       2

    For thumbs down, I think RV should require at least one reason to be stated. This guy is brilliant, humble and has a breadth of experience and thought and I would like to understand the reasons for someone voting thumbs down. Maybe I missed something. This was excellent IMO.

  • MN

    Mark N.

    23 12 2017 17:34

    0       0

    Great interview. I didn't understand the part where Kiril said no commodity has declined three years in a row, hasn't there been loads of commodities that have 'achieved' this?

  • WP

    William P.

    23 12 2017 17:20

    4       1

    It is this type of interview that makes RV so different and so valuable. Absolutely spot on!

  • NG

    Nicolas G.

    23 12 2017 15:40

    5       0

    Raoul, sorry but I do not understand why? This is the first person in RV who makes the point about the real killer app of BTC i.e. decentralized store of value to free up citizens from the monetary control of the central banks and governments, and yet your only answers to it are:
    "for me it is a bit of a fantasy"
    "today it is impossible to be the answer due to its high daily volatility".
    Oh, come on! I really want to read from you proper arguments. I read your superb analysis in Macro Investors and I cannot believe you do not have anything else.

    I hope you reply here. I really would like to hear from you more deeply on this topic.

    Thanks anyway! Superb interview. You continue to rise the level of RV.

  • ii

    ida i.

    23 12 2017 13:42

    14       1

    could someone who put thumbs down on the interview explain why? I'm not criticizing their view, I would like to understand, because I don't....

  • DC

    Daniel C.

    23 12 2017 08:45

    2       0

    thank you for this great interview. just thank you

  • SR

    Steve R.

    23 12 2017 08:29

    3       2

    Just brilliant!
    I find myself agreeing with so many of his thoughts and observations, especially in tech where I've been saying the same things for years too. Its great when someone comes long like this that also thinks along the same lines as myself, its not only refreshing, but adds additional credibility to my own thoughts and observations and that I'm not just the odd one out.

  • LK

    Lisa K.

    23 12 2017 06:18

    2       0

    I don't know which company he is referring to but https://vielight.com/neuro-alpha-gamma/ sells glasses from $299 to $1749 that uses photobiomodulation.

  • BP

    Bryce P.

    23 12 2017 05:05

    0       0

    Fantastic. Simply awesome interview. One smart dude.

  • TB

    Tim B.

    23 12 2017 04:31

    10       0

    Real Vision is like the master Japanese craftsman renowned for creating the finest works of perfection. Then, defying all expectations and a few laws of physics, takes his craft beyond perfection, into the sublime.

    Just amazing.

  • PN

    Philip N.

    23 12 2017 04:06

    7       0

    I really enjoyed this interview while I disagreed with much of it. For example it doesn't matter what Xi says about wanting to trade with others when the reality is China's government uses its bureaucracy to make it extremely difficult to export anything but raw materials to them. Or the, this time its different, view on China's command and control economy. I found Mr. Sololoff's life advice was fabulous and I think that it is really his views on tech are really interesting. The future, as always, is cloudy.

  • JB

    Joe B.

    23 12 2017 03:11

    13       0

    That was simply the best interview I've ever seen, financial or otherwise. It evoked joy, humour, and optimism, but also fear and concern. It was like an encapsulated microcosm of human life. It didn't matter the question or topic, everything really came back to the human element, to the psychology, dare I say, to spirituality. He's so grounded and his thinking just soaked in experience, and yet his humility is so evident. Thank you for this, truly wonderful.

  • NH

    Neil H.

    22 12 2017 22:03

    3       0

    fabulous interview on a myriad of topics. I was hoping that since you are a bull on the dollar and kiril is a bear that you would have hashed this out between the two of you. Perhaps you can let us know why your argument for a strong dollar is more compelling as he makes a compelling case as well as to why it will fall.

  • RP

    Rod P.

    22 12 2017 20:28

    1       0

    Thank you, for this extraordinary conversation.

  • RL

    Radu L.

    22 12 2017 19:52

    1       0

    on these kinds of topics, I may suggest an interview with Vacla Smil(not mkts related but encyclopedic knowledge)

  • ii

    ida i.

    22 12 2017 19:39

    1       0

    I really loved this thank you!

  • CH

    Colin H.

    22 12 2017 18:56

    7       0

    What a fascinating man

  • AA

    Anatoli A.

    22 12 2017 17:51

    9       0

    RV, give us the name of the company with the energy glasses :)
    This interview is definitely in All time Top 3 of RV

  • ed

    elizabeth d.

    22 12 2017 16:40

    16       1

    Thank you RV and Mr. Sokoloff for this wonderful Holiday gift. For anyone not already familiar with Mr. Sokoloff's book, "Personal Transformation: An Executive's Story of Struggle and Spiritual Awakening", I cannot recommend it enough. It is required reading for my 3 sons... everything I dream of them becoming (honest, grateful, persevering, courageous, compassionate, spiritually dedicated and most of all loving) is in Mr. Sokoloff's incredibly inspiring story.

  • LK

    Lyle K.

    22 12 2017 15:40

    3       0

    LOVED THIS!!!!
    World Class interview..... this is what makes RV Special!!!

  • CA

    Christopher A.

    22 12 2017 15:33

    6       0

    Does anyone know the white/red light glasses that Kiril refers to in this interview? Thanks!

  • PR

    Pedro R.

    22 12 2017 15:14

    30       1

    Best interview of the year! What is the name of the company that produces the energy glasses? I want to buy one.

  • B

    Bojo .

    22 12 2017 14:10

    3       0

    Thank you. Brilliant thinking, and both authoritative and humble presentation. It seems the biggest question of today is whether we will live in a human civilization or not. Technology in itself is neutral, as everything, but if we don’t preserve our humanity, technology (such us microchipping children, GMO, Facebook) will make our society like a rich man without character.. not sustainable.

  • PD

    Peter D.

    22 12 2017 14:09

    14       0

    Great stuff.
    Probably the most convincing and thoughtful of all the bulls that RV has had on recently,
    Good contra-insights on India, China, Japan and Europe.
    Comments that the Chinese are building quantum computing capabilities that are a million times greater than anything out there seemed optimistic.
    Will definitely need to Google that.
    Other than that another great hour with RV.