#68 Why Everyone Is Wrong About the Economy: Ruchir Sharma

Get ready for slower economic growth and de-globalization, says investor and writer Ruchir Sharma.

Ruchir invited us to his New York office, where he is the head of emerging markets and chief global strategist at Morgan Stanley Investment Management. He is also the author of "The Rise and Fall of Nations: Forces of Change in the Post-Crisis World."

Our interview looks at Ruchir's rules for spotting political, economic and social change. They include:

  • The depopulation bomb: If the working population shrinks, so does the economy.
  • Good versus bad billionaires: Wealth inequality is exploding, but some types of tycoons are viewed very differently than others.
  • The curse of the cover story: Ruchir looked at every Time Magazine cover on the economy going back to 1980. If the...