In this episode of the Great Tech Game podcast, host Anirudh Suri engages in a comprehensive discussion with Ruchir Sharma, an author, fund manager and columnist for the Financial Times. Ruchir shares insights from his extensive career, spanning over 25 years at Morgan Stanley and his thought leadership in macroeconomics, geopolitics, and technology. Key topics include the shifting dynamics in global economies, particularly in emerging markets like India and Mexico, the impact of technological adoption on national success, and the evolving challenges and criticisms of modern capitalism. Ruchir also highlights the necessity for India to enhance its infrastructure, govern better, and embrace technology while balancing the role of government intervention. 00:00 Key Highlights 02:15 Introduction to the Episode 05:06 Ruchir Sharma's Journey and Early Influences 09:48 Emerging Markets and Investment Insights 24:19 Discussion on Capitalism and Successful Nations 34:36 Geopolitical Shifts and Emerging Markets 35:55 Revisiting Capitalism: A Historical Perspective 39:16 The Future of US Economic Growth 42:31 Emerging Markets in a Slowing Global Economy 47:01 India's Economic Potential and Investment Opportunities 53:46 Policy Recommendations for India's Growth 01:01:46 Final Thoughts and Recommendations Book Links: Anirudh Suri: The Great Tech Game by Anirudh Suri - https://amzn.eu/d/1Su38My Ruchir Sharma Breakout Nations - https://ruchirsharma.com/books/breakout-nations/ The Rise and Fall of Nations - https://ruchirsharma.com/books/the-rise-and-fall-of-nations/ Democracy on the Road - https://ruchirsharma.com/books/democracy-on-the-road/ The Ten Rules of Successful Nations - https://ruchirsharma.com/books/the-10-rules-of-successful-nations/ What went wrong with Capitalism - https://ruchirsharma.com/books/what-went-wrong-with-capitalism/ Follow Anirudh here: X (formerly Twitter): https://x.com/anirudhsuri Linkedin: https://www.linkedin.com/in/anirudhsuri/ Instagram: https://www.instagram.com/anirudh_suri Facebook: https://www.facebook.com/AnirudhSuri.in Website: [www.anirudhsuri.com](http://www.anirudhsuri.com/) Book and Podcast: [www.greattechgame.com](http://www.greattechgame.com/) India growth, geopolitical risks, tech boom, emerging markets, Ruchi Sharma, Rockefeller International, Morgan Stanley, Indian democracy, China economic outlook, US debt, investor insights, global supply chains, Taiwan tech industry, Switzerland economic model, rise and fall of nations, debt management, AI boom, financial markets, India stock market, macroeconomic trends, public infrastructure, privatization in India, Vietnam economy, US growth forecast, competitive federalism, economic policy, tech investments, public platforms, creative destruction, Michael Pettis, Ruchir Sharma

In this episode of the Great Tech Game podcast, host Anirudh Suri engages in a deep conversation with Marietje Schaak, International Policy Director at Stanford University's Cyber Policy Center and a former member of the European Parliament. The discussion traverses the complex relationship between technology, geopolitics, and democracy. Marietje highlights the growing influence of big tech firms and their impact on state sovereign functions. She raises concerns about the balance of power, the role of AI, and the urgency for new regulations. They explore historical parallels with colonial enterprises and the concept of digital sovereignty. Marietje underscores the need for transparency, accountability, and informed legislative bodies to protect democratic values in the digital age. They discuss the possibility of a unified democratic response and contemplate the future of AI's regulatory landscape. Chapters: 00:00 Highlights from the Conversation 02:34 Introduction to the Great Tech Game Podcast 02:46 Meet Marija Shaker: A Voice in Tech and Governance 04:43 The Evolution of Tech Optimism and Pessimism 08:58 Global Shift and the Hollowing Out of Government 13:10 Tech Firms as Agents of the State 16:09 The Role of Big Tech in Geopolitical Conflicts 23:31 Challenges of Global Tech Governance 37:03 The Emerging India Model in Tech Policy 44:06 The Future of AI and Tech Regulation 49:33 Concluding Thoughts and Recommendations Book Links: Anirudh Suri: The Great Tech Game by Anirudh Suri : https://amzn.eu/d/1Su38My Marietje Schaak: https://amzn.in/d/1jkYoii Follow Anirudh here: X (formerly Twitter): https://x.com/anirudhsuri Linkedin: https://www.linkedin.com/in/anirudhsuri/ Instagram: https://www.instagram.com/anirudh_suri Facebook: https://www.facebook.com/AnirudhSuri.in Website: [www.anirudhsuri.com](http://www.anirudhsuri.com/) Book and Podcast: [www.greattechgame.com](http://www.greattechgame.com/) technology, geopolitics, economics, history, global affairs, cyber policy, artificial intelligence, European Parliament, tech governance, big tech firms, democracies, Tech Coup, Silicon Valley, tech regulation, international policy, digital sovereignty, human rights, accountability, surveillance, social media, digital public infrastructure, India, Europe, United States, authoritarian regimes, transparency, national security, facial recognition, spyware, election interference, AI ethics

In this episode of the Great Tech Game podcast, the host Anirud Suri welcomes Professor Ian Goldin, an esteemed academic and thought leader, to discuss his views on the intersection of technology, geopolitics, business, and global affairs. Professor Goldin shares his evolution in macro thinking over the past few decades and reflects on his experiences spanning academia, major organizations, and advisory roles to world leaders like Nelson Mandela. The discussion delves into the impact of globalization, technological advancements, and the future of cities. It also explores the current and future trends in global migration and the lessons drawn from historical analogies such as the Renaissance to today's technological era. The episode touches on the importance of long-term thinking and the notion of 'coalitions of the working' to address global issues. Ian Andrew Goldin is a South African-born British professor at the University of Oxford in England, and was the founding director of the Oxford Martin School. Goldin is currently the director of the Oxford Martin Research Programmes on Technological and Economic Change, Future of Work and Future of Development. Chapters 00:00 Introduction to the Great Tech Game Podcast 02:28 Professor Goldin's Career Highlights 04:24 Reflections on Macro Trends and Global Changes 05:03 The Evolution of Global Interconnectivity 08:09 Multidisciplinary Approaches to Global Issues 12:02 The Importance of Long-Term Thinking 17:54 Coalitions of the Working: Success Stories 20:39 The Future of Cities: Challenges and Opportunities 27:46 Urbanization and the Knowledge Economy 35:24 Global Divergence and Migration Trends 47:04 Lessons from the Renaissance for Today's World 52:54 Conclusion and Recommendations Book Links: Anirudh Suri: The Great Tech Game by Anirudh Suri : https://amzn.eu/d/1Su38My Ian Goldin: The Shortest History of Migration: https://amzn.eu/d/4W55gFE Terra Incognita: https://amzn.eu/d/4875UYr Age of the City: https://amzn.in/d/iaK0Nai Age of Discovery: https://amzn.in/d/43Gw9nX Follow Anirudh here: X (formerly Twitter): https://x.com/anirudhsuri Linkedin: https://www.linkedin.com/in/anirudhsuri/ Instagram: https://www.instagram.com/anirudh_suri Facebook: https://www.facebook.com/AnirudhSuri.in Website: [www.anirudhsuri.com](http://www.anirudhsuri.com/) Book and Podcast: [www.greattechgame.com](http://www.greattechgame.com/) Great Tech Game podcast, Professor Ian Goldin, Oxford Martin School, Globalization and Development, World Bank, Development Bank of Southern Africa, Nelson Mandela, BBC series, Age of the City, technological and economic change, interdisciplinary, South Africa, Berlin Wall, worldwide web, political and ideological change, global governance, coalitions, cities, climate change, inequality, remote work, regional inequality, economic growth, artificial intelligence, migration, Age of Discovery, technological revolution, renaissance, Brexit, populism.

Is China's Growth Story Over? Ft. Michael Pettis of Peking University

In this episode of the Great Tech Game podcast, Anirudh Suri welcomes Professor Michael Pettis, a finance professor at Peking University and a senior fellow at the Carnegie Endowment. The discussion spans topics such as the structural issues in the Chinese economy, global economic imbalances, and the evolution of trade policies.

Pettis explains the historical context of economic development, the pitfalls of high savings and investment models, and the necessity of transitioning to a higher consumption model. He argues that China's current economic malaise stems from structural issues rather than political missteps by Xi Jinping.

They also delve into the implications of decoupling efforts, the emergence of a new international economic order, and the lessons developing countries like India and Vietnam can learn. Pettis emphasizes the need for balanced trade and cautions against unregulated capital flows, advocating for a restructured global trade system to address imbalances.

02:01 Introducing Professor Michael Pettis

02:21 Michael Pettis' Background and Achievements

03:41 Reflections on Two Decades in China

07:50 Economic Worldview and Key Theories

10:57 Impact of Global Imbalances

20:23 Case Study: U.S. and China Economic Dynamics

30:37 Historical Paths to Economic Development

36:02 Current State of the Chinese Economy

38:25 Challenges of Economic Transition

39:35 China's Investment Dilemma

40:24 Consumption vs. Investment

41:53 Global Trade and Economic Models

42:49 Debate on Xi Jinping's Policies

45:57 Impact of Decoupling on China

52:07 Future of Global Economic Order

57:30 Advice for Developing Countries

01:02:06 Industrial Policy and Global Trade

01:09:15 Conclusion and Recommendations

Book Links:

Anirudh Suri: The Great Tech Game by Anirudh Suri : https://amzn.eu/d/1Su38My

Michael Pettis:

TRADE WARS ARE CLASS WARS: https://amzn.in/d/0tktJII

Avoiding the Fall: China's Economic Restructuring: https://amzn.in/d/dNkY6aM

The Great Rebalancing: Trade, Conflict, and the Perilous Road Ahead for the World Economy : https://amzn.in/d/0jJEI06

Follow Anirudh here:

X (formerly Twitter): https://x.com/anirudhsuri Linkedin: https://www.linkedin.com/in/anirudhsuri/ Instagram: https://www.instagram.com/anirudh_suri Facebook: https://www.facebook.com/AnirudhSuri.in Website: www.anirudhsuri.com Book and Podcast: www.greattechgame.com

#Technology #economics #trade #globalization #tradepolicy #geoeconomics #geopolitics #chineseeconomy #nationalchampions #china #US #japan #india #Globalization, #EconomicGrowth, #ChinaEconomy #TradePolicy, #Productivity, #Macroeconomics, #Geopolitics, #USChinaRelations, #EmergingMarkets, #TechAdoption, #EconomicResilience #fiscaldeficit #tradedeficit #tradewars #techwars #industrialpolicy #michaelpettis #anirudhsuri #GreatTechGame #GreatTechGamePodcast #podcast

In this episode of the Great Tech Game podcast, host Anirudh Suri engages in a thought-provoking conversation with Adam Posen, president of the Peterson Institute for International Economics. They delve into the shifting global economic landscape, examining the impact of technology and geopolitics on economic growth. Posen offers deep insights into the 'corrosion of globalization,' national champions, and U.S.-China economic relations. The discussion also highlights the emerging resilience and autonomy of countries like India, Brazil, Indonesia, and Mexico, as they navigate macroeconomic policies amidst global challenges such as interest rate hikes and inflation. Additionally, the episode touches on the implications of U.S. economic nationalism for Mexico and potential initiatives like the BRICS Bank. To conclude, Posen shares his book recommendations and suggests guests for future episodes, promising further insights into economics and geopolitics. 00:00 Introduction to the Great Tech Game Podcast 02:37 Guest Introduction: Adam Pozen 03:14 Overview of Discussion Topics 04:07 Adam Posen's Economic Worldview 04:44 The Corrosion of Globalization 05:47 Geopolitical Tensions and Economic Segmentation 07:19 Neoliberal Macroeconomics and Large Economies 08:29 Technology and Productivity Growth 09:10 Deep Dive: Corrosion of Globalization 10:44 Ideological Shifts and Globalization 13:50 Nationalism and Economic Policy 15:34 The Role of the State vs. Market 21:55 National Champions and Industrial Policy 29:46 Efficiency vs. Resilience in Global Supply Chains 41:47 Global Economic Governance Institutions 51:40 Reimagining the WTO: A Plurilateral Approach 52:09 The Role of Technology in Economic Growth 53:20 The Great Tech Game: A New Era 54:58 Tech Diffusion and Adoption: Key to Progress 1:02:11 Generative AI: Overhyped or Revolutionary? 1:08:52 US Manufacturing: Overemphasis and Alternatives 1:16:14 China's Economic Peak and Policy Impacts 1:23:45 Emerging Powers: India and Beyond 1:30:56 Conclusion and Recommendations Book Links: Anirudh Suri: The Great Tech Game by Anirudh Suri : https://amzn.eu/d/1Su38My Follow Anirudh here: X (formerly Twitter): https://x.com/anirudhsuri Linkedin: https://www.linkedin.com/in/anirudhsuri/ Instagram: https://www.instagram.com/anirudh_suri Facebook: https://www.facebook.com/AnirudhSuri.in Website: [www.anirudhsuri.com](http://www.anirudhsuri.com/) Book and Podcast: [www.greattechgame.com](http://www.greattechgame.com/) #TechnologyAndEconomics, #Globalization, #EconomicGrowth, #ChinaEconomy, #USManufacturing, #TradePolicy, #AI, #Productivity, #GlobalInstitutions, #IMF, #WTO, #TechDiffusion, #Macroeconomics, #Geopolitics, #USChinaRelations, #EmergingMarkets, #TechAdoption, #EconomicResilience, #SupplyChains

In this episode of the Great Tech Game podcast, Anirudh Suri welcomes Rana Faroohar, the Global Business Columnist and Associate Editor at the Financial Times and CNN's Global Economic Analyst. Rana discusses the major themes of her three books, which cover the intersection of politics, economics, and technology over the last several decades. She shares her perspective on how the global economy has evolved and the shifts in political and economic power across continents. The conversation dives into the impact of globalization, the concentration of power in finance and tech sectors, and the future of industrial policies. A key focus is on the evolving U.S.-China economic dynamics and the need for nations to adapt their strategies amidst rapid technological changes, Rana's insights on practical advice for policymakers and book recommendations for further reading on these subjects. Chapters 01:45 Introducing Rana Faroohar: A Foremost Thinker 02:04 Rana's Career and Accomplishments 03:46 Diving into Rana's Books and Worldview 08:13 From Finance to Tech: Shifts in Power 08:50 Homecoming: A Post-Neoliberal World 12:55 Globalization and Its Discontents 18:51 The Two Americas: Inequality Within Nations 24:04 Challenges in the Global Economy 28:03 The Future of Globalization and Technology 32:20 One World, Two Systems: A Bipolar Future 33:04 US Industrial Policies and China's Economic Strategy 33:59 The Role of Government in Industrial Strategy 36:18 Comparing US and Chinese Economic Models 39:25 Antitrust Efforts and Big Tech 43:11 Historical Parallels: US-Japan Economic Battle 51:24 Manufacturing Renaissance in the US 57:27 Balancing Power: Capital vs. Labor 01:00:50 Advice for Policymakers and Final Thoughts Book Links: Anirudh Suri: The Great Tech Game by Anirudh Suri : https://amzn.eu/d/1Su38My Rana Faroohar - **Makers and Takers: The Rise of Finance and the Fall of American Business:** https://www.amazon.in/Makers-Takers-Rana-Foroohar/dp/0553447238 - **Homecoming: The Path to Prosperity in a Post-Global World:** https://www.amazon.in/Homecoming-Path-Prosperity-Post-Global-World/dp/0593240537 - **Don't Be Evil: How Big Tech Betrayed Its Founding Principles -- and All of Us:** https://amzn.in/d/01VKMd4o Follow Anirudh here: X (formerly Twitter): https://x.com/anirudhsuri Linkedin: https://www.linkedin.com/in/anirudhsuri/ Instagram: https://www.instagram.com/anirudh_suri Facebook: https://www.facebook.com/AnirudhSuri.in Website: [www.anirudhsuri.com](http://www.anirudhsuri.com/) Book and Podcast: [www.greattechgame.com](http://www.greattechgame.com/) #TechEconomy, #Globalization, #Geopolitics, #Economics, #USChinaRelations, #ManufacturingRenaissance, #SupplyChains, #Financialization, #DigitalTransformation, #IndustrialPolicy, #ClimateChange, #LaborRights, #EconomicInequality, #BigTech, #Regulation, #AIRevolution, #Decentralization, #HistoricalAnalysis, #PolicyMaking, #GlobalAffairs