United States

also referred to as: the us · us

59 statements across 30 episodes · 14 bullish · 22 bearish · 34 people on the record · first statement Apr 20, 2023 by Umang Bedi · said 1,047 times in 63 episodes since 2023 · across every show →

Mentions by year

brought up most by Nikhil Kamath (408), Ruchir Sharma (65), Brian Armstrong (23), Nikos Christodoulides (19), Ted Sarandos (17), Chamath Palihapitiya (17), Sunita Narain (16), Niko Bonatsos (15)

tap a year for its mentions
0025013500252023202420252026episodesmentions
013252023202420252026episodes it came up in
00101320252023202420252026episodesmentions per episode
2026 314 mentions in 17 episodes 18 per episode
2025 433 mentions in 22 episodes 20 per episode
2024 121 mentions in 10 episodes 12 per episode
2023 179 mentions in 14 episodes 13 per episode

every mention, scene by scene, with the transcript →

Everything said about United States, oldest first

Apr 20, 2023 bullish
Opinion
Bedi: TikTok and content graphs are dominating global social media platforms
“And I think content graphs are taking over the world, and the biggest example of this is TikTok. TikTok is eating everyone's lunch in the US, right?”
Umang Bedi Apr 20, 2023 ▶ 40:02 Ep. #2: Secrets of Social Media Success, Mental Health & Distribution Hacks - 3 OGs Reveal All · Nikhil Kamath
Jun 11, 2023 neutral
Assertion Not checkable as stated
Screwvala: Indian sports franchises do not need to own their venues
“If you're in the US, you need to own a stadium, you need to own the infrastructure here, you don't need necessarily, even in cricket, to necessarily own the venue, and they're normally quite segregated.”
Ronnie Screwvala Jun 11, 2023 ▶ 22:25 Ep #5 | EdTech What’s Broken, What’s Next? With Nikhil, Ronnie Screwvala , Gaurav Munjal & Jay Kotak · Nikhil Kamath
Jul 2, 2023 neutral
Assertion Partly supported
Mukesh Bansal: India's Gym Penetration Is 0.4% Compared To 20% In US
“We have only five million people in the country who go to gym, who pay for any kind of gym membership out of a country of, you know, 1.4 billion people. It's a .4% penetration. Compared to about 20% in US, 15% in Europe.”
Mukesh Bansal Jul 2, 2023 ▶ 1:21:15 Ep #6 | WTF is Health? ft. Nikhil Kamath, Suniel Shetty, Nithin Kamath and Mukesh Bansal · Nikhil Kamath
Jul 2, 2023 positive
Opinion
Nithin Kamath: Grassroots Sports Beyond Cricket Are Essential To Scale Indian Fitness
“I think the only way to get that five million number to go up is I don't know if people will, I mean, you need to, people will go for fitness reasons, you know, I mean, I think it has to be sport reason. I think, you know, sport has to be promoted in this coun…”
Nithin Kamath Jul 2, 2023 ▶ 1:24:57 Ep #6 | WTF is Health? ft. Nikhil Kamath, Suniel Shetty, Nithin Kamath and Mukesh Bansal · Nikhil Kamath
Jul 23, 2023 positive
Assertion Contradicted
Mazumdar-Shaw: Biocon is the only Indian firm with biosimilars in US and Europe
“Therefore, if you look at in, in India, we are the only company that has managed to develop biosimilars for global markets. No other Indian company has been able to take their products to the US. Or Europe.”
Kiran Mazumdar-Shaw Jul 23, 2023 ▶ 1:42:46 Ep #7 | Who is Kiran Mazumdar Shaw Really? And WTF is Biotech? · Nikhil Kamath
Jul 23, 2023 bullish
Assertion Partly supported
Mazumdar-Shaw: Biocon holds 50% of the global statin API market
“Today we are the largest producer of the statin APIs around the world. We have a 50% market share of statin APIs, and if we look at our share in the US market again, a 40% market share in Ottorvastatin and Rosuvastatin in the US.”
Kiran Mazumdar-Shaw Jul 23, 2023 ▶ 56:35 Ep #7 | Who is Kiran Mazumdar Shaw Really? And WTF is Biotech? · Nikhil Kamath
Sep 2, 2023 positive
Assertion Partly supported
Rajan Anandan: The Ayurveda Experience crossed $50M in US direct sales
“There's this company, we're not investors in it. It's called Ayurveda Experience in Delhi. They make Ayurveda products and sell them in the US. They don't even sell on marketplaces, just cross fifty million dollars of revenue.”
Rajan Anandan Sep 2, 2023 ▶ 1:27:26 Ep #9 | WTF is Venture Capital? Ft. Nikhil, Nithin, Rajan A., Prashanth P. & Karthik R. · Nikhil Kamath
Nov 20, 2023 neutral
Assertion Not checkable as stated
Yassin: Indian audiences generate one-tenth the ad revenue of Americans
“So if I get a thousand view, a thousand dollars from American audience, I get a hundred dollars from Indian audience.”
Nuseir Yassin Nov 20, 2023 ▶ 1:01:50 Ep# 13 | WTF does it take to Build Influence Today? Nikhil w/ Nuseir, Tanmay, Prajakta & Ranveer · Nikhil Kamath
Feb 8, 2024 negative
Assertion Supported
India Directs Only 3% of Its Energy R&D Budget Toward Renewables
“So energy R&D is forty-five billion. Right? A hundred and fifty million of that goes into clean energy R&D. A third of it goes into fossil fuels. The rest is nuclear. Over all these years, Three percent is going into clean energy and going into renewable energ…”
Navroz Dubash Feb 8, 2024 ▶ 1:57:48 Ep# 15 | WTF is Climate Change? Nikhil ft. Sunita, Bhumi, Navroz and Mirik · Nikhil Kamath
Feb 8, 2024
Prediction Open · timeframe Dec 2030
China's Per Capita Carbon Emissions Will Match US Levels by 2030
“So China will in 2030 equal the emissions of the United States on a per capita basis.”
Sunita Narain Feb 8, 2024 ▶ 2:43:40 Ep# 15 | WTF is Climate Change? Nikhil ft. Sunita, Bhumi, Navroz and Mirik · Nikhil Kamath
Feb 8, 2024 negative
Assertion Contradicted
Narain: US emission reductions rely on switching from coal to shale gas
“The U.S. Has gone from coal, the use of coal, to the use of shale gas, ok? Now, most of its energy today comes from shale gas.”
Sunita Narain Feb 8, 2024 ▶ 1:02:34 Ep# 15 | WTF is Climate Change? Nikhil ft. Sunita, Bhumi, Navroz and Mirik · Nikhil Kamath
Apr 21, 2024 positive
Assertion Supported
Agarwal: India has 568M gamers, surpassing US and Brazil mobile downloads
“India has surpassed US and Brazil in terms of mobile game downloads. India has five sixty eight million online gamers.”
Animesh Agarwal Apr 21, 2024 ▶ 51:34 Ep# 17 | WTF is Gaming in India? | Career, Investment, Entrepreneurship · Nikhil Kamath
Jun 14, 2024 bullish
Prediction Not checkable as stated
Gates: US will overregulate health AI while India drives adoption
“I think it's very possible That the health advice piece, that the U.S. Will overregulate that, and, ah, you know, just see the risk and not, not the benefit, and that middle-income countries, and I put India at the top of the list, will engage in a dialogue an…”
Bill Gates Jun 14, 2024 ▶ 22:30 Nikhil Kamath x Bill Gates | People by WTF | Ep. #1 · Nikhil Kamath
Jul 3, 2024 bearish
Opinion
Shenoy: Hard seltzers will lack stickiness in India compared to the US
“The Americans were mixing their whiskies with coke, but we in India are anyway mixing with soda and water. So if you're going to create a seltzer, everybody's making their own seltzers here. So how are you even, it's, so it's to make something like that from a…”
Suraj Shenoy Jul 3, 2024 ▶ 2:50:47 Ep #18 | WTF, Alcohol is a $70B Business in India? | Nikhil Kamath explores Gaps & Opportunities · Nikhil Kamath
Oct 11, 2024 bearish
Assertion Contradicted
Shankar: One Billion Square Feet of US Grade A Office Sits Empty
“In the US, of course, There is about one billion square feet of grade A office space that is lying empty.”
Nirupa Shankar Oct 11, 2024 ▶ 2:58:30 Ep. #20 | WTF are Indian Real Estate Giants Up To? Nikhil ft. Irfan, Nirupa, & Karan · Nikhil Kamath
Mar 3, 2025 bullish
Prediction Not checkable as stated
Rahul Reddy: Quick commerce in India will stick around and dominate
“I feel like, unfortunately for us, it will very much stick around and dominate because If you look at the US, which I'm familiar with, people have been ordering groceries, let's say in the US online for like a decade now. But the behavior that they got used to…”
Rahul Reddy Mar 3, 2025 ▶ 2:33:07 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Apr 5, 2025 positive
Assertion Supported
Luxon: Peter Beck made New Zealand fourth-biggest space rocket launcher globally
“You think about someone like Sir Peter Beck today, who's now made New Zealand the fourth biggest launcher of rockets into space after the US, Russia and China.”
Christopher Luxon Apr 5, 2025 ▶ 21:37 Nikhil Kamath x NZ PM Christopher Luxon | People by WTF Ep #7 · Nikhil Kamath
Apr 11, 2025 neutral
Prediction Not checkable as stated
Gates: AI will render skills obsolete within a single generation
“I think it's a rate of change that's greater than most, most periods of history. You know, when we made in the US, you know, when we went from 50% farmers to two percent farmers, It, you could still farm your whole generation. It was your children that stopped…”
Bill Gates Apr 11, 2025 ▶ 36:52 Bill Gates x Nikhil Kamath Part 2 | People by WTF | Ep.8 · Nikhil Kamath
Apr 26, 2025 neutral
Assertion Supported
Sharma: India Charges 16.5% Mobile Tariff While US Charges Zero
“If you see the reciprocal tariff, even on mobile phones, it's, you know, in it's 16 and a half percent. Right. So if anything coming into India is, there is a duty of 16 and a half, going to US as of now is zero percent.”
Rahul Sharma Apr 26, 2025 ▶ 17:48 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Apr 26, 2025 negative
Disclosure
Pei: US tariffs on China hit Nothing's earbud business by 20%
“So now the most direct way is Trump had new tariffs for manufacturing from China. So we manufacture the earbuds in China. And that's like a 20% hit on our import business plans for the US market.”
Carl Pei Apr 26, 2025 ▶ 16:43 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
May 12, 2025 neutral
Insight
Anucheth: Societal need, not technology, will dictate self-driving vehicle adoption
“It's not the question of technology. It's the question of need, societal need. Do you re actually require a self-driving car here is the question at that price. So if you see US, ah, there is the dearth of drivers, especially for long haul, ah, trailers like t…”
M. N. Anucheth May 12, 2025 ▶ 14:48 Nikhil Kamath ft. Police Comm'r & Traffic Police Comm'r of Bengaluru | WTF is Policing? | Special Ep · Nikhil Kamath
Jun 7, 2025
Assertion Partly supported
Sarandos: At peak DVD business, Netflix offered nationwide one-day delivery
“Eventually when the, at the peak of the DVD business, we were doing one day delivery to everywhere in the country.”
Ted Sarandos Jun 7, 2025 ▶ 21:05 Nikhil Kamath x Netflix Co-CEO, Ted Sarandos | People by WTF | Ep. 10 · Nikhil Kamath
Aug 2, 2025 bullish
Prediction Open · timeframe Dec 2050
Khosla: AI deflation could make $10K in 2050 outbuy $50K today
“25 years from now, it could be that 10,000 dollars today, ah, in twenty-fifty, buys more goods and services that you need, whether it's food or housing or medical services or entertainment or education, than 50,000 dollars buys today.”
Vinod Khosla Aug 2, 2025 ▶ 57:23 Vinod Khosla: College Degrees Are Becoming Useless | People by WTF | Episode 12 · Nikhil Kamath
Aug 2, 2025 positive
Assertion Partly supported
Khosla: UPI saves India a 3% transaction fee paid in the US
“As part of Aadhaar, today we have UPI, which takes away the need for Visa and MasterCard, so it's a three percent tax on the economy that Indians don't pay, but everybody in the U.S. Pays.”
Vinod Khosla Aug 2, 2025 ▶ 52:15 Vinod Khosla: College Degrees Are Becoming Useless | People by WTF | Episode 12 · Nikhil Kamath
Aug 24, 2025 negative
Insight
Khosrowshahi: Quick commerce fundamentally fails in America due to high labor costs
“With quick commerce you can't automate that much because the cost of the automation doesn't bear out in a small box. So you have to use human labor the car. And so in markets where the cost of human labor and is not there and the concentration of customers isn…”
Dara Khosrowshahi Aug 24, 2025 ▶ 1:02:16 From Iran to Uber CEO | Nikhil Kamath x Dara Khosrowshahi | People by WTF | Ep. 14 · Nikhil Kamath
Aug 29, 2025 bearish
Assertion Not checkable as stated
Das: None of the World's Leading Foundation AI Models Are Indian
“None of the top models are Indian models. They're American and they're Chinese in any field. I mean, audio, video, image.”
Debargo "DD" Das Aug 29, 2025 ▶ 2:35:20 Inside Silicon Valley’s VC Playbook | WTF is Venture Capital? - 2025 Edition | Ep. 24 · Nikhil Kamath
Aug 29, 2025 negative
Opinion
Bonatsos: Average Americans do not prioritize spending on their children's education
“In the US, the average person does not care about spending money on their kid's education.”
Niko Bonatsos Aug 29, 2025 ▶ 1:17:19 Inside Silicon Valley’s VC Playbook | WTF is Venture Capital? - 2025 Edition | Ep. 24 · Nikhil Kamath
Aug 29, 2025 bullish
Prediction Open · timeframe Aug 2035
Das: Majority of US cars will be electric within ten years
“I don't know, a hundred percent, but I would say, like, it would, a majority of cars will be EV in 10 years, in my mind.”
Debargo "DD" Das Aug 29, 2025 ▶ 1:51:27 Inside Silicon Valley’s VC Playbook | WTF is Venture Capital? - 2025 Edition | Ep. 24 · Nikhil Kamath
Sep 3, 2025 bearish
Opinion
Sharma: Outside of AI, all US assets are overvalued or fundamentally flawed
“That if you want to be in the US, do it only for AI. Everything else in the US today doesn't, is either expensive or fundamentally flawed.”
Ruchir Sharma Sep 3, 2025 ▶ 2:08:51 India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma · Nikhil Kamath
Sep 3, 2025 neutral
Assertion Supported
Sharma: US Stock Returns Outpaced Rest of World Threefold
“Last 10 to 15 years, the US returns have just been three times faster than the rest of the world.”
Ruchir Sharma Sep 3, 2025 ▶ 2:07:33 India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma · Nikhil Kamath
Sep 3, 2025 neutral
Assertion Supported
Sharma: The US economy accounts for 26% of global GDP
“It's still 26% of the global economy”
Ruchir Sharma Sep 3, 2025 ▶ 42:55 India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma · Nikhil Kamath
Sep 3, 2025 neutral
Assertion Supported
Sharma: US net immigration jumped to 2-3 million annually post-pandemic
“Then what happened was that after the pandemic, and because the Biden administration was supposed to really lose towards immigration, that number jumped to two or three million people a year of people coming in.”
Ruchir Sharma Sep 3, 2025 ▶ 30:18 India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma · Nikhil Kamath
Sep 3, 2025 neutral
Insight
Sharma: US growth outperformance over Europe and Japan is largely demographic
“The really underappreciated part of the demographic advantage America had. That because, partly because of immigration, America's population growth rate was much faster than Europe and Japan. So if you adjusted for per capita income, yes, the gap is there, but…”
Ruchir Sharma Sep 3, 2025 ▶ 31:02 India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma · Nikhil Kamath
Sep 3, 2025 bearish
Prediction Open · timeframe Sep 2035
Sharma: Global equity markets will outperform the US over the next decade
“No, my view is very clear just now, that over the next 10, five, 10 years, I think the rest of the world outperforms the US.”
Ruchir Sharma Sep 3, 2025 ▶ 2:06:56 India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma · Nikhil Kamath
Sep 3, 2025 bearish
Opinion
Sharma: The entire US valuation bubble is currently concentrated in private markets
“US, the entire bubble is, is now in the private markets, and it's not been tested.”
Ruchir Sharma Sep 3, 2025 ▶ 2:49:04 India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma · Nikhil Kamath
Sep 3, 2025 neutral
Insight
Sharma: Trump's foreign policy is transactional and can reverse on India instantly
“We're in a world, at least Trump's world is a very transactional world. And this is what I said even when he, like when he got elected. So let's not think that there's something major strategic going on here. This is a transactional world. If tomorrow somethin…”
Ruchir Sharma Sep 3, 2025 ▶ 2:15:39 India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma · Nikhil Kamath
Sep 3, 2025 bearish
Prediction Held up
Sharma: US net immigration likely to fall below 500,000 this year
“This year, I'm told that number is likely to drop to less than half a million.”
Ruchir Sharma Sep 3, 2025 ▶ 30:32 India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma · Nikhil Kamath
Nov 30, 2025 negative
Assertion Supported
Musk: US debt interest payments exceed the entire military budget
“The interest payments on the debt exceed the entire military budget of the United States.”
Elon Musk Nov 30, 2025 ▶ 48:05 Elon Musk: A Different Conversation w/ Nikhil Kamath | Full Episode | People by WTF Ep. 16 · Nikhil Kamath
Dec 20, 2025 negative
Opinion
Dalio: Nixon suspending the gold standard in 1971 was a sovereign default
“On August 1519 71, President Nixon defaulted on his obligation, the U.S.'s obligation to give gold paper market.”
Ray Dalio Dec 20, 2025 ▶ 8:42 WTF Is Wealth? Ray Dalio Breaks It Down w/ Nikhil Kamath | WTF is Finance Ep 2 · Nikhil Kamath
Dec 20, 2025 neutral
Assertion Supported
Dalio: US stock wealth-to-money ratio matches 1929 and 2000 bubble peaks
“What's the money ratio right now in the United States is about eight and a half to one, and so on, and when you look at it and then also then there's what it's in. The stock market is, is right now about three to one, and that's very high. If you were to go ba…”
Ray Dalio Dec 20, 2025 ▶ 39:53 WTF Is Wealth? Ray Dalio Breaks It Down w/ Nikhil Kamath | WTF is Finance Ep 2 · Nikhil Kamath
Dec 20, 2025 neutral
Insight
Dalio: The winner of the US-China tech war will dominate globally
“I think the technology war is the most important war that almost whoever wins the technology war will win almost everything.”
Ray Dalio Dec 20, 2025 ▶ 1:07:01 WTF Is Wealth? Ray Dalio Breaks It Down w/ Nikhil Kamath | WTF is Finance Ep 2 · Nikhil Kamath
Dec 20, 2025 neutral
Opinion
Dalio: US leads in advanced chips, China leads in AI applications
“The inventiveness of new chips and the most advanced chips the United States is a bit ahead, is, is ahead. And then but the application to use the chips, whatever AI there is, to be able to integrate it into life and making it for the society Most applications…”
Ray Dalio Dec 20, 2025 ▶ 1:08:29 WTF Is Wealth? Ray Dalio Breaks It Down w/ Nikhil Kamath | WTF is Finance Ep 2 · Nikhil Kamath
Feb 11, 2026 negative
Opinion
Harari: US foreign policy is reverting to Trump family dynastic diplomacy
“So it's now foreign relations increasingly is relations with the Trump family. Not with United States, which is why so many countries are doing business with certain members of the Trump family in order to influence US foreign policy. So this is really going b…”
Yuval Noah Harari Feb 11, 2026 ▶ 22:05 Yuval Noah Harari: Stories, Power & Why Truth Doesn't Matter | Nikhil Kamath | People by WTF · Nikhil Kamath
Feb 11, 2026 bearish
Prediction Not checkable as stated
Harari: US strong-arm tactics will damage European alliance for years
“Even if you get what you want in the short term, and what happened in the last, of course, it's not just the last few weeks, it's the last few years, but the Europeans will not forget that. And the feeling that you get that, I don't know, your best friend is w…”
Yuval Noah Harari Feb 11, 2026 ▶ 18:00 Yuval Noah Harari: Stories, Power & Why Truth Doesn't Matter | Nikhil Kamath | People by WTF · Nikhil Kamath
Mar 2, 2026 positive
Opinion
Palihapitiya: Donald Trump is the most capable political athlete ever seen
“He, Donald Trump, is the most effective and capable political athlete we have ever seen.”
Chamath Palihapitiya Mar 2, 2026 ▶ 28:20 Pain, Power & The Game Nobody Wins | Chamath Palihapitiya x Nikhil Kamath | People by WTF · Nikhil Kamath
Apr 20, 2026
Assertion Supported
Banga: US holds 17% of World Bank shares as largest single shareholder
“America is the largest single country shareholder. Actually, the European Union is bigger than America, but it doesn't vote as one country on our board. And therefore, yes, America is 17% of the shares. Right. That's their share of the capital they've contribu…”
Ajay Banga Apr 20, 2026 ▶ 32:36 The World Bank President On Why Jobs Fix Everything | Ajay Banga x Nikhil Kamath | People by WTF · Nikhil Kamath
May 28, 2026 bearish
Assertion Contradicted
Escobari: US VIX Is Trading at Three Times Historical Average
“The US has become a lot more volatile than it used to be. If you look at the VIX, it's at three times. The VIX is the volatility index. Three times the average.”
Martin Escobari May 28, 2026 ▶ 23:56 Martin Escobari: Trauma, Chaos & Three Industries Worth $100B | Nikhil Kamath | People by WTF · Nikhil Kamath
May 28, 2026 neutral
Insight
Martin Escobari: US culture is a salad bowl; Brazil is a soup
“I like to say the United States is like a salad bowl. They're all here, but they are Irish American, Indian American. In Brazilian, we, and I say we because I became, I identify as Brazilian. I became a Brazilian citizen. I dream in Portuguese. It's more of a …”
Martin Escobari May 28, 2026 ▶ 9:42 Martin Escobari: Trauma, Chaos & Three Industries Worth $100B | Nikhil Kamath | People by WTF · Nikhil Kamath
May 28, 2026 bearish
Assertion Supported
Escobari: US Policy Uncertainty Index Is at All-Time High
“There's another index which I look a lot, which is the policy uncertainty index. What's the level of uncertainty of the rules of the game? The US is at an all time high.”
Martin Escobari May 28, 2026 ▶ 24:06 Martin Escobari: Trauma, Chaos & Three Industries Worth $100B | Nikhil Kamath | People by WTF · Nikhil Kamath
May 28, 2026 positive
Insight
Escobari: Continuous waves of traumatized immigrants drive US vitality
“This country, unusually for this scale, gets a new wave of Traumatize immigrants. Every year. And you look at time and time again, it is that generation of people that shakes things up and keep this society vibrant and fresh. And I think it's critical to their…”
Martin Escobari May 28, 2026 ▶ 1:26:51 Martin Escobari: Trauma, Chaos & Three Industries Worth $100B | Nikhil Kamath | People by WTF · Nikhil Kamath
Jun 17, 2026 bearish
Prediction Not checkable as stated
Prasad: US 100% tariffs on non-US innovative drugs threaten Indian CDMOs
“No, if you're selling it to the US, and it's an innovative drug, not a generic drug, and it's not manufactured in the US, it's manufactured in India, there is a likelihood of a hundred percent tariff. So this affects our CDMO industry, the contract development…”
G. V. Prasad Jun 17, 2026 ▶ 59:48 Two Pharma Giants Who'd Never Met | Mankind & Dr. Reddy's | WTF is Pharma? · Nikhil Kamath
Jun 17, 2026
Assertion Supported
Juneja: Indian pharmaceutical companies manufacture up to 50% of US medications
“That 40, 50% price that you buy over there are manufactured here. Indian companies.”
Rajiv Juneja Jun 17, 2026 ▶ 29:33 Two Pharma Giants Who'd Never Met | Mankind & Dr. Reddy's | WTF is Pharma? · Nikhil Kamath
Jul 1, 2026 negative
Insight
Christodoulides: Unilateral national self-interest produces long-run lose-lose outcomes
“If we, all of us will follow a, you know, An approach of just serving our interest in the long run. I mean, in the short run, we may see, you know, some interest, some gains, but in the long run, it's going to be a lose, lose situation.”
Nikos Christodoulides Jul 1, 2026 ▶ 16:48 Nikos Christodoulides on Why India Must Lead What Comes Next | Nikhil Kamath | People by WTF · Nikhil Kamath
Jul 1, 2026 negative
Assertion Not checkable as stated
Christodoulides: European nations are increasingly questioning their transatlantic relationship with America
“And we see today the Europeans, because of tariffs, because of Greenland, because you name it, questioning the transatlantic relations.”
Nikos Christodoulides Jul 1, 2026 ▶ 29:57 Nikos Christodoulides on Why India Must Lead What Comes Next | Nikhil Kamath | People by WTF · Nikhil Kamath
Jul 1, 2026 neutral
Assertion Not checkable as stated
Christodoulides: The Russian invasion proved Europe can no longer rely on America
“Today, all the last three, four years, especially following what happened in Ukraine, the Russian invasion in Ukraine, we understood as Europeans that we cannot be dependent on the Americans. And so we start investing In our defense and security, in having our…”
Nikos Christodoulides Jul 1, 2026 ▶ 38:31 Nikos Christodoulides on Why India Must Lead What Comes Next | Nikhil Kamath | People by WTF · Nikhil Kamath
Jul 1, 2026 neutral
Assertion Not checkable as stated
Christodoulides: No country escapes the impact of Gulf instability
“Even with this crisis in, in, in the Gulf, we see the prices of, you know, for diesel oil in the United States going up. So there is no country that is not affected by the situation in the Gulf today.”
Nikos Christodoulides Jul 1, 2026 ▶ 19:10 Nikos Christodoulides on Why India Must Lead What Comes Next | Nikhil Kamath | People by WTF · Nikhil Kamath
Jul 28, 2026 bearish
Opinion
Klein: US Treasury yields appear too low currently
“I actually sympathize with the idea that yields are somewhat low, seem too low in the United States now.”
Matthew C. Klein Jul 28, 2026 ▶ 30:19 They Called The Trade Wars & China's Housing Crash | Nikhil Kamath | WTF is Finance Ep 4 · Nikhil Kamath
Jul 28, 2026
Insight
Klein: Deep and liquid reserve markets require governments to issue massive debt
“Foreign investors, particularly reserve managers, want liquidity and they want it, which means it has to be a big market. But the only way it's a big market is if there's a lot of debt in the first place. So you cannot have a liquid market for assets unless th…”
Matthew C. Klein Jul 28, 2026 ▶ 27:31 They Called The Trade Wars & China's Housing Crash | Nikhil Kamath | WTF is Finance Ep 4 · Nikhil Kamath
Jul 28, 2026 neutral
Assertion Supported
Klein: Developing nations defy theory by running surpluses to buy Western assets
“Places that in theory ought to be, you know, a sort of standard theory should be having trade deficits because of their investment needs, actually having surpluses, and sending you know, buying financial assets, rather than borrowing, their net lending to plac…”
Matthew C. Klein Jul 28, 2026 ▶ 9:12 They Called The Trade Wars & China's Housing Crash | Nikhil Kamath | WTF is Finance Ep 4 · Nikhil Kamath
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