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** Mansharamani Musings
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Immigration, tariffs, and the politics of air-conditioning were some of the topics that I discussed last month. I’d welcome your thoughts…

Happy August!

B ([link removed]) est,
Vikram

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JULY 5, 2025

In addition to spending time with family, eating some burgers, and watching fireworks, I have always used Independence Day as a time to reflect. Specifically, I can’t help but marvel at the greatness of our country and how lucky I am to have been born here.

While each of us has our own stories, mine really begins half a world away when a retrenching British empire decided to leave the Indian subcontinent. You see, my parents were born in what was then British India, and when London decided to pull back from the region, they separated India into what eventually became three countries – Pakistan, India, and Bangladesh. (It was initially Pakistan and India, and Bangladesh became an independent nation in the 1971 after its nine-month liberation war.) My parents, then children, were on the wrong side…
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JULY 11, 2025

Markets were again rattled this week when the on-again, off-again trade war appeared to be once again on. U.S. President Donald Trump slapped ([link removed]) a number of countries with tariffs, announced ([link removed]) that the August 1^st start date was firm, and threatened ([link removed]) tariffs on pharmaceuticals and copper as well.

The latter tariff target, copper, is of particular interest to me, because of its role in modern technology and therefore national security. Chile, which accounts for 23% of the world's copper supply, faces a major conundrum, one the United States has imposed on the South American nation. The country is the world’s top producer of the metal for both the U.S. and China. Earlier this year, at a large mining conference in Santiago, I suggested that Chile would have to pick a side. Many Chilean CEOs and government leaders were very uncomfortable with..
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JULY 18, 2025

As the founder and chief executive of a frozen pizza manufacturer ([link removed]) , I closely watch how global events can impact my business. Unsurprisingly, the trade war has been a particular area of my focus. And when the possibility of tomato tariffs arose in April, I did what I have long advised businesses to do when navigating uncertainty: think about scenarios and how the future may unfold, contemplating (before anything happens) how potential developments might impact your business. Then come up with anticipated responses for each scenario.…
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JULY 27, 2025

In my home state of New Hampshire, July can get hot. While it’s perhaps not as frequent as you might experience in Louisiana, there are lots of days we suffer a wet, sticky kind of hot that makes your clothes stick to you and makes it difficult to breathe. And as anyone from Las Vegas can attest, while heat can be uncomfortable, heat and humidity can be unbearable.

And it’s this humid heat that contributed to my recent decision to install a nitrogen tunnel at the pizza factory I now run. By spraying liquid nitrogen, we’re able to rapidly cool hot products – a functionality that enhances food safety, food quality, and our ability to operate during hot, humid New Hampshire summer days. This has proven especially important (and useful) over the past month when the temperature on the factory floor has soared on several days. If we didn’t have the ability to use liquid nitrogen, we would likely have been forced to shut down…
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** NAVIGATING UNCERTAINTY
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As many of you are aware, I’ve returned to writing my weekly newsletter and have been pleased by the rapidly growing interest in my thoughts. As I have in the past, I’m addressing a wide range of topics, ranging from geopolitics and economics to social trends to technology. The overall theme of my work is focused on “navigating uncertainty” and how a generalist approach can help us all make sense of what seems like chaos.

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** About Vikram
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VIKRAM MANSHARAMANI is an entrepreneur, consultant, scholar, neighbor, husband, father, volunteer, and professional generalist who thinks in multiple-dimensions and looks beyond the short-term. Self-taught to think around corners and connect original dots, he spends his time speaking with global leaders in business, government, academia, and journalism. He’s currently the Chairman and CEO of Goodwell Foods, a manufacturer of private label frozen pizza. LinkedIn has twice listed him as its #1 Top Voice in Money & Finance, and Worth profiled him as one of the 100 Most Powerful People in Global Finance. Vikram earned a PhD From MIT, has taught at Yale and Harvard, and is the author of three books, The Making of a Generalist: An Independent Thinker Finds Unconventional Success in an Uncertain World ([link removed]) , Think for Yourself: Restoring Common Sense in an Age of Experts and Artificial Intelligence ([link removed]) and Boombustology: Spotting Financial Bubbles Before
They Burst ([link removed]) . Vikram lives in Lincoln, New Hampshire with his wife and two children, where they can usually be found hiking or skiing.
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