Vikram Mansharamani – Think Piece

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

Vikram Mansharamani – Think Piece

Featuring Vikram Mansharamani

Published on: February 8th, 2016 • Duration: 20 minutes • Asset Class: Currencies, Bonds/Rates/Credit, Commodities • Topic: China, Global Outlook, Financial System

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.

Comments

  • JN
    Jacques N.
    4 July 2016 @ 20:28
    As I watch this, a series of bombings across Saudi Arabia today. He's spot on.
  • MF
    Mark F.
    7 June 2016 @ 15:50
    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 February 2016 @ 22:20
    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 February 2016 @ 17:26
    interesting but well into the future, except for the problems in south Africa
  • JD
    Jonathan D.
    12 February 2016 @ 18:54
    I was largely with him right up until he said 'because of global warming'... there isn't any!
  • us
    urska s.
    12 February 2016 @ 01:29
    Awesome assessment of risks for countries we don't hear much about on RVTV. PS: What a beautiful male specimen!
  • GM
    Gerald M.
    12 February 2016 @ 00:14
    Oh Canada!
  • DS
    David S.
    11 February 2016 @ 22:27
    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 February 2016 @ 23:19
    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 February 2016 @ 18:29
    The Chinese military doesnt pledge to the country. They pledge to the Party
  • SC
    Shaun C.
    9 February 2016 @ 14:41
    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 February 2016 @ 10:13
    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 February 2016 @ 03:34
    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 February 2016 @ 02:17
    interesting 7 something to pay attention to
  • EC
    Eser C.
    9 February 2016 @ 01:41
    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 February 2016 @ 21:39
    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 February 2016 @ 19:06
    Splendid discussion and fascinating off radar ideas and issues.
  • db
    don b.
    8 February 2016 @ 18:01
    I wonder what may be a good way to play the grains and meats idea?
  • FL
    Flavia L.
    8 February 2016 @ 17:58
    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 February 2016 @ 17:46
    This guy is REALLY bearish
  • DS
    DAVID S.
    8 February 2016 @ 17:16
    Great subjects for research. Thanks RV
  • ps
    phil s.
    8 February 2016 @ 15:27
    Great perspective. World getting more destabilized.. Winter is approaching!
  • CC
    Christopher C.
    8 February 2016 @ 15:24
    Winter is coming.
  • GT
    Graham T.
    8 February 2016 @ 14:50
    Now here is an academic that SHOULD be on the FOMC.
  • NF
    Nico F.
    8 February 2016 @ 14:24
    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 February 2016 @ 14:19
    Wonderful analysis. Adds to many others' similar views here on RV. We live in interesting times.