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WTF is Finance

Nikhil Kamath 5 Episodes Jul 29, 2026

Nikhil Kamath explores global finance trends, macroeconomics, and business finance through in-depth conversations with friends, industry experts, and thought leaders.

Episodes

They Called The Trade Wars & China's Housing Crash | Nikhil Kamath | WTF is Finance Ep 4 Jul 29, 2026 3586 I sat down with two economists in China, Matthew Klein, who co-wrote the book on why trade wars are really class wars, and Ning Zhu, the professor who predicted China's housing collapse years before it happened and asked them everything I've never had answers to: what actually happens if trade surpluses and deficits continue for decades, why China consumes so much less of what it produces than Ind

Are Tariffs An Answer?" We Asked Two Economists In China | Ep. Trailer | WTF is Finance Ep 4 Jul 28, 2026 95 I went to China and sat down with two economists — Matthew Klein, who co-wrote the book on why trade wars happen, and Ning Zhu, the professor who predicted China's housing crash before it happened — and asked them the questions everyone's asking right now: how is China's economy actually doing, is there an unsaid understanding that China keeps buying American treasuries, and are tariffs ever reall

Howard Marks On Why Most Investors Lose, AI Bubbles & India | Nikhil Kamath | WTF is Finance May 4, 2026 6196 I sat down with Howard Marks, the co-founder of Oaktree and the man who has been writing the memos every serious investor on earth opens first for over thirty years, and what was supposed to be a conversation about debt and cycles became a conversation about how anyone gets above-average at anything in a world where everyone smart is already trying. We covered why he picked bonds over stocks for a

Howard Marks: "I Changed My Mind On AI" | Ep. Trailer | WTF is Finance May 1, 2026 107 Howard Marks runs the largest distressed debt firm in the world, has been writing the memos that Warren Buffett opens first for over thirty years, and just changed his mind on AI after a single conversation with Claude — we got into who's going to make the most money in investing over the next ten years, why he picked debt over equity for an entire career, why the S&P returns 10% on average but al

WTF Is Wealth? Ray Dalio Breaks It Down w/ Nikhil Kamath | WTF is Finance Ep 2 Dec 20, 2025 4365 Wealth can be created easily — but that doesn’t mean it’s real. In WTF is Finance, Ray Dalio explains how money actually works, why asset bubbles form, and how investors should build portfolios that survive cycles, debt, and political change. 00:00 – Ray Dalio’s early life & first exposure to markets 04:55 – Why early wins hook people into trading 07:20 – Leverage, futures & learning risk the hard

WTF are Ray Dalio's Rules to Build a Real Portfolio? | Nikhil Kamath | WTF is Finance Ep 2 Teaser Dec 19, 2025 68 Wealth can be created easily. But is it actually real? A conversation on money, investing, and the mechanics that quietly shape global markets with Ray Dalio. Coming Soon! #NikhilKamath Entrepreneur & Investor Host of 'WTF is' & 'People By WTF' Podcast X: https://x.com/nikhilkamathcio/ Instagram: / nikhilkamathcio LinkedIn: https://www.linkedin.com/in/nikhilkam... Facebook: / nikhilkamathcio

India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma Sep 4, 2025 10783 Ruchir Sharma thinks America’s peak is over. In this episode, I sat down with the author, investor and economist to discuss the forces shaping the world’s economy, where India fits in the new world order, and all things geopolitics.Timestamps:00:00 - Intro2:45 - Early life & formative years6:50 - What India can learn from Singapore & China’s models11:33 - Premature welfare state: growth or mistake

WTF is Finance

Episodes

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