Vikram Mansharamani – Think Piece

Featuring Vikram Mansharamani

Vikram Mansharamani Ph.D., author and lecturer at Yale University, leads us around the world in a fascinating Think Piece on the knock-on consequences of a global “commodity implosion”, laying out the investing opportunities he perceives as well as potential geopolitical pressure points.

Published on
8 February, 2016
Topic
Financial System, China, Global Outlook
Duration
20 minutes
Asset class
Commodities, Currencies, Bonds/Rates/Credit
Rating
48

Comments

  • JN

    Jacques N.

    4 7 2016 20:28

    0       0

    As I watch this, a series of bombings across Saudi Arabia today. He's spot on.

  • MF

    Mark F.

    7 6 2016 15:50

    0       0

    Thank you, v thought provoking adrressing many topics that the masses do not have on their radars. Sth Africa I found extremly interesting and would aprreciate if you have any thoughts on Brazil, particularily when you consider proteins and grains .

  • SB

    Stewart B.

    15 2 2016 22:20

    1       1

    Thank you. Vikram has clearly taken the time to think outside the box. I would like to hear more of his thoughts on RV TV.

  • SS

    Stewart S.

    14 2 2016 17:26

    0       0

    interesting but well into the future, except for the problems in south Africa

  • JD

    Jonathan D.

    12 2 2016 18:54

    2       6

    I was largely with him right up until he said 'because of global warming'... there isn't any!

  • us

    urska s.

    12 2 2016 01:29

    4       0

    Awesome assessment of risks for countries we don't hear much about on RVTV.

    PS: What a beautiful male specimen!

  • GM

    Gerald M.

    12 2 2016 00:14

    0       0

    Oh Canada!

  • DS

    David S.

    11 2 2016 22:27

    3       0

    Excellent. I like the format of recording the measured responces of the guest on a wide range of opinions. It gives a more coherent interview.

  • MG

    Mandeep G.

    9 2 2016 23:19

    9       0

    Wide ranging commentary on general geopolitical events around the world. Lot of commentary felt like arm chair conjecture, would have preferred if it was credentialed with some data/factual evidence.

  • AL

    ALEX L.

    9 2 2016 18:29

    2       0

    The Chinese military doesnt pledge to the country. They pledge to the Party

  • SC

    Shaun C.

    9 2 2016 14:41

    0       1

    Agg. demand driven by ability to spend, i.e. income + credit. Consumer credit access in China/India is critical else we risk a tide of socialism over a long period.

  • BY

    Brian Y.

    9 2 2016 10:13

    5       10

    This guys view on certain countries is pretty uniformed. His casual statement that "Canada is a suburb of the US and China.." was particularly ridiculous.

  • CW

    Chad W.

    9 2 2016 03:34

    1       2

    Once/if the Chinese start eating and living the way we do it won't be "Winter thats Coming" it will be Summer, one long never ending summer. There's not enough left of this world for that scenario.

  • SS

    Stewart S.

    9 2 2016 02:17

    1       0

    interesting 7 something to pay attention to

  • EC

    Eser C.

    9 2 2016 01:41

    10       0

    Potash may be a good way to play the animal protein idea b/c potash has no commercial substitute as a potassium fertilizer source, and the lead times for new production are on the order of a decade.

  • tW

    tgwtom W.

    8 2 2016 21:39

    3       0

    Shale oil technology/efficiencies, now and in the future, are bringing HUGE yield increases at lower costs. Marin Katusa is a good source for this.

  • BL

    Bruce L.

    8 2 2016 19:06

    7       0

    Splendid discussion and fascinating off radar ideas and issues.

  • db

    don b.

    8 2 2016 18:01

    2       0

    I wonder what may be a good way to play the grains and meats idea?

  • FL

    Flavia L.

    8 2 2016 17:58

    3       0

    Not so sure about the grain demand part. Chinese ALREADY have a lot of pork and beef on their plates, for typical Chinese eating habits. I don't think further upside potential is that great.

  • RM

    Robert M.

    8 2 2016 17:46

    6       0

    This guy is REALLY bearish

  • DS

    DAVID S.

    8 2 2016 17:16

    2       0

    Great subjects for research. Thanks RV

  • ps

    phil s.

    8 2 2016 15:27

    4       0

    Great perspective. World getting more destabilized.. Winter is approaching!

  • CC

    Christopher C.

    8 2 2016 15:24

    11       0

    Winter is coming.

  • GT

    Graham T.

    8 2 2016 14:50

    12       3

    Now here is an academic that SHOULD be on the FOMC.

  • NF

    Nico F.

    8 2 2016 14:24

    29       4

    Excellent and greatly appreciated. A highly unconventional thinker. Best explanation for China's corruption campaign I've heard so far. Also very much liked his grain ideas.

  • FS

    Fred S.

    8 2 2016 14:19

    4       1

    Wonderful analysis. Adds to many others' similar views here on RV. We live in interesting times.