Opinion
Khalid: US Government Cannot Cut Medicare, Social Security, or Defense
“No matter what Elon Musk or anybody else says you simply cannot cut Medicare, Medicaid, Social Security defense spending or thing.”
Assertion Not checkable as stated
Khalid: Biden White House Approved the Gautam Adani Indictment
“Obviously, the SEC and the Justice Department do not accuse a very prominent businessman. I mean, let's face it, he's no ordinary businessman, right? On such a public forum to bring a, you know, a criminal indictment, right? Without having consultations with t…”
Opinion
Khalid: Hamas Is No Longer a Military Threat to Israel
“Hamas' military capacity, and therefore its capacity to pose any kind of a military threat to Israel from Gaza, other than random acts of terror, right, has, It has been done at a horrific cost, of course, at a horrific human cost. But Hamas is no longer a thr…”
Prediction Held up
Khalid: India Will Favor Musk's Starlink Over Domestic Telecoms
“If you give me a sort of a, if I was a betting man, I'd bet that they will probably tilt towards Elon, right?”
Prediction Not checkable as stated
Khalid: Trump Tariffs Could Trigger Pandemic-Level Supply Chain Disruption
“Trump's threats of tariffs are now going to force a supply chain. I mean, it's going to be a supply chain disruption that Could echo, ah, what we saw in 2020 because of the pandemic, right?”
Prediction Open · timeframe Jan 2029
Khalid: Donald Trump Will Not Break Up Big Tech Monopolies
“I don't think that they are, Trump is in the business of breaking up the big tech monopolies.”
Prediction Held up
Khalid: Israel Cannot Destroy Iranian Nuclear Facilities Without US Help
“So are they going to escalate before and take out Iran's nuclear facilities? I don't think they can physically do that without help from the U.S.”
Prediction Not checkable as stated
Khalid: Syrian Opposition Rebels Might Advance Into Damascus Next
“They have now taken over or besieged another city called Homs, and next thing you know, They might be in Damascus.”
Prediction Held up
Khalid: Yoon Impeachment Will Block South Korea's MSCI Developed Upgrade
“The president is going to be impeached. And when the president is impeached, well, you can forget about economic reform. You can forget about South Korea being upgraded by MSCI from emerging market to developed markets.”
Prediction Not checkable as stated
Khalid: Trump Will Push Major US Tech Platforms Into India
“I think Trump will bulldoze the big technology platforms in, into India, right? Because that's part of his thesis. I think Modi will allow him to do that, and I think that will create new ecosystems, especially in the world of AI.”
Opinion
Khalid: Donald Trump's Economic Agenda Is Undoubtedly Inflationary
“If you look at Trump's agenda from a big picture point of view, there's no doubt, Sid, that it's inflationary.”
Assertion Supported
Khalid: Indian Households Gained $10T in Net Worth via Equities Over Decade
“Over the last decade, they have seen a 10 trillion dollar increase in the consumer net worth.”
Insight
Khalid: Post-Pandemic Economic Recoveries in US and India Are K-Shaped
“To a certain extent where America and India have one thing in common I feel is that this recovery has become a K-shaped recovery.”
Prediction Open · timeframe Jan 2029
Khalid: Trump Administration Cutting Deficit to 3% Is Virtually Impossible
“They want the deficit to be three percent, which I think is going to be impossible virtually in Trump's administration.”
Prediction Not checkable as stated
Khalid: India Will Ultimately Have to Distance Itself From US Enemies
“It leads me to my contention that maybe India finally has to make up Will finally have to distance itself from America's professed enemies. You know, that in a sense, in a world that is defined by Washington in binary terms, ah, you can no longer be all things…”
Opinion
Khalid: India Can Domestically Produce Almost All Russian Arms It Buys
“India has reached this technological state where there is nothing very much that it is buying from Russia in terms of armaments that it cannot produce itself, right? Or should be producing itself.”
Prediction Open · timeframe Dec 2029
Khalid: France and Germany Will Oppose Ukrainian NATO Membership
“Yeah, I don't think anybody wants to bring Ukraine into NATO anymore. That, that is not even on the cards. France and Germany will oppose it tooth and nail.”
Prediction Held up
Khalid: China Will Barely Manage 4% to 5% Economic Growth in 2024
“I don't think they can barely manage four to five percent this year.”
Prediction Partly held up
Khalid: US Budget Deficit Will Rise to $2 Trillion Next Year
“The U.S. Is 1.8 trillion dollars on, let's say, a 27, 28 trillion dollar economy. The U.S. Is about 6.4%, and soon to rise to as much as two trillion dollars next year.”
Insight
Khalid: 5% Rupee Depreciation Does Not Negate 25% Indian Equity IRRs
“Even some of the expats over here, you see, oh my God, we cannot invest in five years in India because, and they miss out a lot on that, you know, with that thought process that the rupee is a constantly depreciating thing. Of course, a four percent, five perc…”
Assertion Supported
Khalid: 40% of US Prescription Medicines Originate From India
“40% of the prescription medicines prescribed in America are taken by Americans
emanate from India, and in some categories for generic medicines, the figure is as high as 90%.”
Disclosure
Khalid: Bought Google Stock and Sold Puts, Seeing Further Upside
“I actually bought Google. I was selling puts on Google all through the, all through its rise, and I still think it's got some way to go.”
Assertion Supported
Khalid: Oil Derivatives Market Volume Reaches 20x Physical Production
“The world you know, the red barrel market, which means the physical oil market, tankers going from one country to another, from Saudi Arabia, Saudi Aramco to India, or Taiwan, or Japan, or Singapore, about a hundred and three million barrels a day. But, The am…”
