Great bunch of articles Chamath. Just one small suggestion: u cld expand yr observations to include other countries a bit? Get a bit more global?
For instance India is the fastest growing (big) economy in the world. And in dollar terms, it was the best performing country in the world over the last 20 yrs. Yes in dollar terms! And it has some pretty interesting new age companies coming up--Zomato, MapmyIndia, Rategain.
As much as I admire the West ( hat tip to air conditioners and iPhones and Stallone and Denzel), the West seems to be in a slow-motion train wreck. Demography is destiny. Faith is future. How can you willingly smash Faith and family, the bedrock of all progress? To people outside it seems insane.
The future I think lies in the Indo Pacific-- India, Vietnam, South Korea, China, Indonesia and yes, in a few yrs time, Sri Lanka.
Re increased infant mortality rate, keen to know if there’s any other factors aside from older mothers. Surely the stress Covid put on the healthcare system has played a part
What I read this week...
Great bunch of articles Chamath. Just one small suggestion: u cld expand yr observations to include other countries a bit? Get a bit more global?
For instance India is the fastest growing (big) economy in the world. And in dollar terms, it was the best performing country in the world over the last 20 yrs. Yes in dollar terms! And it has some pretty interesting new age companies coming up--Zomato, MapmyIndia, Rategain.
As much as I admire the West ( hat tip to air conditioners and iPhones and Stallone and Denzel), the West seems to be in a slow-motion train wreck. Demography is destiny. Faith is future. How can you willingly smash Faith and family, the bedrock of all progress? To people outside it seems insane.
The future I think lies in the Indo Pacific-- India, Vietnam, South Korea, China, Indonesia and yes, in a few yrs time, Sri Lanka.
No sane investor should ignore this mega trend.
can we get a weekly wine rec to go with this please? grazie mille
Hey chamath, how can I contact you in regards to your podcast?
Only trustees can turn the demoralzied DIEvy League around. Do they have the courage it takes? https://yuribezmenov.substack.com/p/how-to-get-into-harvard-open-letter-to-trustees
The fact that Israel has killed 10,000+ Palestinians, including women and children, and it has not caught Chamath's eye is very disturbing.
Re increased infant mortality rate, keen to know if there’s any other factors aside from older mothers. Surely the stress Covid put on the healthcare system has played a part