ReSolve Riffs with Viktor Shvets: The Great Rupture, Freedom vs Prosperity & the Future of Humanity

This week we had the privilege of hosting Viktor Shvets, Managing Director at Macquarie Securities and author of ‘The Great Rupture - Three Empires, Four Turning Points and the Future of Humanity - Do we need to be free?’. This deeply insightful conversation touched on topics that included: Is freedom truly a prerequisite for prosperity? Hong Kong’s transition from global hub to China-centric US and Chinese societies face similar challenges, but have a vastly different toolkit to tackle them China as the world’s locomotive for 18 of the last 20 centuries The extraordinary, and largely unknown, impact Genghis Khan and the Mongols had on civilization The interplay between institutions, culture and geography, and their combined role in the wealth of nations Roman institutions as the great inheritance bestowed upon the West Keynesian and Marxist canon – more similarities than many would believe The highly disruptive labor dislocations between the first and second Industrial Revolutions The likely disruption and dislocation over the next couple of decades How we got here – capital abundance, declining productivity and inequality Technology, financialization and the Fujiwara Effect – when hurricanes collide and compound Maslowian disappointment and the dwindling faith in institutions and the system Breaking the loop – finding the right set of carrots and sticks Building a bridge to the future Inflation volatility, continued secular deflation and a ripe moment for active management Thank you for watching and listening. See you next week.   This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.   *ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.