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Navigating Uncertainty

Vikram Mansharamani

Semi-regular commentary from Vikram Mansharamani, one of America's leading independent thinkers, connecting geopolitics, economics, demographics, technology, and social trends. Expect 3-4 posts per month.

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Substack
PricingFreemiumPublishesTwice weekly
Issues606Founded3 years agoLast Issue7 days ago
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Artwork for Navigating Uncertainty

Latest Issues

VIDEO: Meb Faber speaks with Vikram about investing in America, ownership mentality, and navigating market uncertainty

On Wednesday July 8, 2026 at 3pm eastern, Vikram Mansharamani spoke with investor and Cambria Investments founder Meb Faber about his path from trading during the late-1990s bubble to launching his own firm. Cambria has been successfully bu...

7 days ago
2

Tick, Tick, Tick...

I have spent a career arguing that the most important signals rarely announce themselves. The skyscraper that tops out at the market peak. The pizza order that spikes in the Pentagon parking lot the night before a military operation. The pr...

10 days ago
11

America at 250: Still Shining

Inspired by my attendance at a naturalization ceremony in Portsmouth, New Hampshire, two years ago, I have been writing about America each year around Independence Day. Spending the day of America’s birth with her newest citizens, it was im...

18 days ago
13

The Baby Bust Arrives

4,316,233 babies were born in the United States during 2007, the most in American history. The fertility rate, a measure of how many children are born per woman, stood at 2.12, almost exactly at the level needed to keep the population stabl...

24 days ago
17

VIDEO: Instruments of Peace

Last weekend, my family headed north to watch my 15-year-old son Kai deliver a speech to the Rotary Club in Orford, Quebec. As someone who has been a professional speaker for more than 15 years, I was genuinely impressed by both his message...

a month ago
7

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