Our returning guest today is Vikram Mansharamani, a global trend-watcher who shows people how to anticipate the future, manage risk and spot opportunities.
In today’s episode, Vikram updates us on what’s been a busy three years since he first came on the podcast. We discuss his senatorial campaign in New Hampshire, his unfortunate split at Harvard, and then get into his new book, The Making of a Generalist. He gives a brief overview of the book and then apply his generalist lens to talk about his annual blog post that shares global developments he’s keeping an eye on over the next five years. We touch on immigration, the space economy, AI, tensions between US & China, and more.
Be sure to check out the show notes for all the related links we discuss in the episode.
Our co-hosts today are Chris Cannon, CFA, and myself, Colby Donovan, CFA. Please enjoy the episode.
Resources
24 Global Developments to Watch Over the Next Five Years
Purchase his book, The Making of a Generalist: An Independent Thinker Finds Unconventional Success in an Uncertain World
Read the intro to his book
Drill, Baby, Drill!
The Kai Guy Show
Vikram's Recommendations
Grant by Ron Chernow
Quantum Supremacy: How the Quantum Computer Revolution Will Change Everything Hardcover
Brave New World by Aldous Huxley
1984 by George Orwell
Grid Down, Power Up
Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
Dr. Meir Statman – A Diversified Measure of Wealth
Sion Evans, VenCap – Exponential Outliers: The Power Law's Role in VC
Howard Marks - Investing During a Regime Change from CFA Charter #3,700
Daffy’s Adam Nash on Disrupting DAF’s (Donor Advised Funds)
Aswath Damodaran: Unmasking ESG
Phil Hayes, Berman Hopkins: Everything Everywhere All At Once w/ The ESOP Guy
Peter Atwater – Diversifying by Sentiment
KC Joyner - Fantasy Football Draft Prep Using Peter Zeihan’s Geopolitical Framework
NewEdge Wealth’s Cameron Dawson on the State of the Markets
David Lau, DPL & Dr. Wade Pfau, RISA: Insurance, Annuities & The Outsourced Chief Insurance Officer
Wes Gray, Alpha Architect: Build Your Own ETF, Advanced Tax Strategies & a New T-Bill Alternative
Jan van Eck, VanEck: Back to School, A Lesson in Financial History
Rick Bookstaber & Govinda Quish, Fabric Risk - Current State of Banking & Risks of Contagion
Dan Rasmussen & Bob Elliott - Replicating Private Equity/Hedge Funds in Public Markets
Jeffrey Sherman, DoubleLine – 'Sherman Says' His Take on The Fed, Rates, & State of the Markets
Mark Brewer, Central Florida Foundation: Strategic Philanthropy: Head, Heart & Wallet
David Berns & Mike Taylor, Simplify: Finance for a Cure
Dr. Sean Snaith, UCF: Florida Economic Update & Predicting Recessions
Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios
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