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"Alexander Hamilton called it the ancient dollar it was already an established uh uh unit of measure it was already an established currency well before the United States" - Brendan Greeley [00:06:55]
"monetary sovereignty is very difficult to achieve and constantly under attack hard one and hard to hold on to" - Brendan Greeley…
Note: Recorded December 7, 2025 at GoldRepublic's headquarters as part of our 15-year anniversary series "The Future of Gold."
"Blockchain doesn't replace gold. It actually improves gold. It makes gold more useful as money than it was in the past... Once you tokenize it, it does everything Bitcoin does except it does it better, faster, and cheaper." - Peter Schiff…
Apollo: The chart book available here looks at the impact of AI on the economy and financial markets.
"RBI has made sure that the bond market is overvalued your retail market has ensured that the equity market is overvalued now where do you want me to bring the money in" - Anonymous Foreign Portfolio Investor (quoted by Ananth Narayan) [00:20:55]
"There is financial repression in India which is a very fancy term for saying that the return that you and I get from…
"I firmly believe that every crisis is a wake-up call... I believe this is our wakeup call to say that is it time to electrify our economy end to end and really make India an electro state." - Pratik Agarwal [00:03:05]
"The forecast is in the next 20 to 50 years, 10% of incremental capex will go into digital and software because what are we doing? We're just building…
"For me it is a theme of the return of energy security that had really disappeared as a theme during COVID... it came back with the Russian invasion of Ukraine." - Dan Yergin [00:00:02]
"Once you decide security, resilience, self-sufficiency are important... all of those translate... into a more inflationary environment." - Dan Yergin…
"Startup India—you've literally made starting a company now something that people actually look forward to." - Pratham Mittal [00:00:00]
"I went to the Prime Minister and he made me do this presentation again and again... had that not happened, Paytm wouldn't have happened, Razorpay wouldn't have happened, Zomato wouldn't have happened, Ola wouldn't have…
"I do not know a single person who will put a probability on that scenario and say that that's going to happen you know with a significant amount of certainty." - Gita Gopinath [00:01:15]
"We are have the end of secular stagnation at this point. Secular stagnation was about the fact that there was not enough investment happening especially in the…
"The superpowers are negotiating between themselves right the US China particularly Russia as well and they are attempting to resolve all of the outstanding geopolitical issues all at once this is a kind of Rubik's cube approach where you say you can't fix any one of them independently of the others" - Dr. Pippa Malmgren [00:08:16]
"The real…
"my frustration with this idea of fiat is that it robs us of the power of analysis We can understand money We really can For almost all of our money sits as you guys already pointed out on the ledger of a commercial bank" - Brendan Greeley [00:00:00]
"We did not have a new country We did not call our currency the Washington We called it the…
"you have to understand that the bulk of lending today in the world economy comes through repo refinancing of collateral... and global liquidity really comes out of that." - Michael Howell [00:05:19]
"something like four in every five transactions in world financial markets are debt refinancing transactions debt has to be rolled over and that's…
"Complexity is our friend. And we lean in, in times like this. And the best deals tend to be made in non-benign conditions, if you like." - James Brocklebank [00:00:04]
"In a sense, we're almost moving to a landscape where we're working for the AI rather than the AI working for us." - James Brocklebank…
"The fabric underpinning what's really driven markets in some respects for the last 50 years is changing in real time. This will create enormous opportunities to invest." - Harvey Schwartz [00:06:12]
"The Straits of Hormuz is meant to be a red line that would never be crossed. It's been crossed. To actually now lower the dependency on that is going to require a…
Overview: The Great Consumption Shift The comprehensive report by Kotak Mutual Fund, titled "The Great Consumption Shift: How a billion Indians changed what they buy and what it tells us about who is winning," highlights a structural overhaul of the Indian household budget. The traditional Indian consumption story—historically centered on basic necessities and traditional aspirational goods—is rapidly…
This summary encapsulates KKR's Q2 2026 investment playbook, emphasizing their "Regime Change" macro thesis, supply-side volatility dynamics, and strategic asset allocation framework across public and private markets.
1. The Core Macro Thesis: Supply-Side Volatility & The Regime Change KKR argues that recent geopolitical and macroeconomic developments reinforce—rather than reverse—their structural…
"The cycle which ultimately is what matters to financial markets a lot more in the here and now could not remain the same if the structural sands was changing below our feet." - Manoj Pradhan [00:07:14]
"Whatever savings that the private sector generates is more than offset by the disaving of the government—that’s really the crux of the…
Sources: FRB, Haver Analytics, Apollo Chief Economist
Front-end rates are under upward pressure because inflation is higher for longer.
The belly of the curve is seeing upward pressure on yields because of hyperscaler issuance.
1. Executive Framework & The Macro Regime Shift The Deutsche Bank Research Institute has introduced an AI-powered megatrend model that quantifies qualitative signals, layers them with proprietary human-created survey data from dbDataInsights, and tracks nearly 100 data points quarterly over a 70-year horizon. The central…
"The past teaches us that there are some evil elements out there and they're not really representative ordinary people... we do have such people out there and often in very important and powerful positions." - Richard Werner [00:03:39]
"You need if you're planning for world war you also need to make sure the opponent is built up first to have a…
"One of the days that we made an all-time high over 5% of the S&P companies actually made new 52-week lows on the same day and that there's only been four times in the last hundred years that that's ever happened." - Jim Bianco [00:00:53]
"It's AI that is the most important thing right now for financial markets and oil is still a backseat trade for…
"If at a certain stage of growth capital is in shortage and labor is in surplus, which is where we are now, inequality tends to rise." - Neelkanth Mishra [00:10:41]
"India and China are trying to cover the distance from lower middle income to upper income in about 60 years... a distance which was covered by the developed world in about 150 to 200…
"Because we are not letting the prices adjust, what is happening is quantities are adjusting... foreign investors are continuing to take money out of the Indian financial markets, they have taken out about $21 billion since the war started." - Rajeshwari Sengupta [00:09:19]
"How can you compete in the 26th year of the 21st century by laws that were…
"The economy in the United States continues to be very strong the consumer is showing extraordinary resilience... the wealth creation that's occurred in this country is having a positive impact on everybody's personal balance sheets." - John Waldron [00:01:54]
"If we have a 4 and a half or 4 and 3/4% tenure but it comes with something that's closer…