Profits, Politics and Conflicts – The next 10 years, Part I

Featuring Siddharth Sarin

Siddharth Sarin, Founder & Director of Perennitas Solutions Inc., applies business cycle and Kondratieff Wave theory to analyse the political and geopolitical spectrum, the S&P500 and a possible RMB devaluation. Siddharth studies US debt to GDP, wage inequality, the effects of a falling oil prices, the consequences of financial regulation as well as possible further monetary intervention by the Federal Reserve.

Published on
5 April, 2016
Topic
Financial System, Macro, Global Outlook
Duration
28 minutes
Asset class
Equities, Commodities, Currencies
Rating
48

Comments

  • MS

    Matt S.

    3 3 2017 06:36

    0       0

    Meh... Kondratiev what? Winter?

    • SS

      Sid S.

      17 11 2017 16:42

      0       0

      ...and your point is?

  • NS

    Niek S.

    2 5 2016 12:06

    0       0

    Top notch!

  • SS

    Sid S.

    22 4 2016 01:39

    0       0

    @Emil - read the Howe Strauss theory- cyclical occurrence of large nos. of a certain archetype, along with l-term credit cycles, to me explains somewhat human tendencies n credit cycle manifestations

  • SS

    Sid S.

    21 4 2016 21:26

    0       0

    @Alvern – net nets are a great opportunity even now in japan and some parts of Europe, although following probabilities I would wait a few months for a good entry point after a mkt correction

  • EK

    Emil K.

    21 4 2016 14:05

    0       0

    If Sid has any thoughts on the Juglar, Kitchin and Kuznet cycles pro or con it would be nice to hear. Very interested in hearing why these cycles work. What human behavior are they capturing?

  • LC

    Liliana C.

    18 4 2016 05:21

    1       0

    Hi Sid, than u so much for priceless presentation. Like idea of land with water. Anyou ideas of what stateshe in us or countries? Thanks!

  • WM

    William M.

    17 4 2016 18:56

    2       0

    Excellent DATA based presentation. Strong bias toward probability based predictions. I can't understand why the down votes are so high when his data is solid & he clearly explains his predictions.

  • AV

    Alvern V.

    10 4 2016 01:43

    2       0

    Excellent take and outlook, although If we are still heading towards the trough of the Kondratieff wave, I'm not so sure I agree with the the equity suggestions at this part of the cycle.

  • KE

    Kenan E.

    9 4 2016 09:23

    9       0

    Why does he get so many down-votes??? Clear presentation full of highly interesting data on a probably not so bright future. But giving a down-vote doesn't change probabilities of events to come ;-)

  • JF

    Jennifer F.

    8 4 2016 04:51

    5       0

    excellent

  • KA

    Kelly A.

    7 4 2016 21:48

    3       0

    Fascinating. Isn't one thing that could cause a bull run in USA be a congress that finally votes for fiscal spending on infrastructure!? Perhaps a black swan given the congressional myopia. But...

  • LA

    Linda A.

    7 4 2016 04:18

    5       0

    Sid, Sorry that I forgot to mention it is data based. I enjoyed your presentation. U have a great way of conveying your data & thoughts I look forward to your future presentations.

  • SS

    Sid S.

    6 4 2016 17:19

    1       0

    Colin you can download the research paper from www.perennitas.com. if you wait for 2 days i'm going to upload the updated paper on my site

  • CD

    Colin D.

    6 4 2016 17:05

    2       0

    Content and presentation was excellent. Unfortunately quite a few of the slides were on partially visible. Is it possible to get a copy, as I would like to rewatch with slides to hand?

  • SS

    Sid S.

    6 4 2016 16:03

    3       0

    Linda, yes it is pessimistic but its all data based. My next preso shows the +ves. I hope i'm wrong and we bypass the challenges with maybe a growth spurt from the next killer app but if otherwise...

  • SC

    Sau C.

    6 4 2016 15:27

    8       0

    Excellent Presentation on cycles. Surprised at the high number of downvotes

  • LA

    Linda A.

    6 4 2016 15:26

    4       0

    Lovely & informative! Pessimistic overview in such calm fashion. Thank u!

  • KH

    Katrina H.

    5 4 2016 22:32

    10       0

    Fabulous presentation. I am looking forward to the next piece from Sid!

  • SS

    Sid S.

    5 4 2016 19:18

    17       0

    You can access the full research paper at www.perennitas.com
    Sid

  • PV

    Peter V.

    5 4 2016 17:58

    6       0

    Very Interesting. Is it possible for RV to post copies of the presentation slides?

  • MT

    MICHAEL T.

    5 4 2016 15:17

    32       1

    Wow, he really knocked it out of the park with this presentation. Very clear, very sorted, very awesome! Thanks Siddarth and RealVision! @ RealVision: You continue to exceed my expectations!

  • CC

    Christopher C.

    5 4 2016 15:09

    13       0

    Tour de force high level summary. Many complementary synergies with other vids.