Sony Kapoor
Economist, policy advisor, and investor. He has advised roughly 20 governments, including Norway, Sweden, and Germany, as well as some of the world's largest sovereign wealth and pension funds.
Top 3 podcasts with Sony Kapoor
Ranked by the Snipd community
77 snips
Jan 27, 2026 • 45min
The Great Global Rebalancing: How Trump's America is Losing its Grip on the World's Capital with Sony Kapoor
Sony Kapoor, financial strategist known for geopolitics and capital allocation, explains why global capital is starting to look beyond the United States. He discusses US political risk, Treasuries losing safe-haven status, and a growing push to hedge dollar exposure. He outlines how capital might flow into India, Latin America and Africa as markets rebalance.
76 snips
Aug 25, 2025 • 58min
The Great Rebalancing: Why Debt, Demographics, and Politics Will Crush Forward Returns | Sony Kapoor
In this engaging conversation, economist Sony Kapoor, who has advised global governments and major investment funds, discusses the urgent need for a portfolio rebalancing amidst shifting economic dynamics. He explains how developed countries face demographic challenges and stagnant growth, driven by excessive debt and political instability. Kapoor analyzes how AI might impact productivity but warns of its limitations in mitigating declining birth rates. The dialogue also covers capital misallocation and emerging market opportunities in a complex financial landscape.
25 snips
Feb 23, 2026 • 54min
The Case for a Historic Reallocation to Emerging Markets | Sony Kapoor
Sony Kapoor, economist and sovereign wealth advisor, argues for a historic rebalancing of capital into emerging markets. He discusses why global portfolios became overexposed to US assets and how recent politics forced reassessment. He explores India's optimism, policy lessons from China, manufacturing challenges, shifting geopolitics, and whether AI and demographics will reshape investment opportunities in developing economies.
