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** Mansharamani Musings
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November included time spent meeting with business executives, government leaders, academics, investment professionals, entrepreneurs, and journalists around North America. And while I did that, US-China relations continued their rollercoaster, art markets set new records, and the cost of Thanksgiving became the latest political debate. Links to my November posts below!

Happy December!

B ([link removed]) est,
Vikram

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NOVEMBER 2, 2025

I have been traveling quite a bit lately. The chaos of airports and dependably undependable airlines seem to be the only certainty in an increasingly uncertain world. In fact, I now plan on at least a delay if not outright cancellation and arrive at the airport with backup plans for each trip, and I regularly travel in sneakers just so I’m prepared to sprint to a connecting flight. There was once a time that traveling by plane was glamorous, when travelers dressed for the occasion, and passengers could look forward to a good meal while en route to their destination. Those days are long gone, but might they return?

The question hints at a topic that’s long been a fascination of mine – cycles. In this case, we’re not talking about credit cycles that result in boom-bust dynamics, but instead of social and political cycles that change our day-to-day existence and feelings.

Those who know me know that I love reading. I continue to either listen to or read at least three books a month and am often looking for connections across seemingly disparate domains. My interest in social cycles began…
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NOVEMBER 9, 2025

This week was another spent on the road, and another spent dealing with cancellations and delays. So, as I cooled my jets in airport lounges waiting for the airlines to get their act together, I got caught up on recent political headlines.

The off-year elections were held on Tuesday, and it surely seems like it was a very good day for the Democrats. While the media has been trumpeting this as a harbinger for the looming mid-terms, I don’t know how much we should really read into Democrat wins in…, well, Democrat areas. New York City? New Jersey? Hardly Red bastions. But the margins of victory are still noteworthy. The Democrat gubernatorial candidate received nearly 60 percent of the vote in New Jersey ([link removed]) as a super-charged Democrat base came out to vote in droves.

Looking forward, as a general rule, the party that holds the White House generally does poorly in the mid-terms. This was true in Virginia…
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NOVEMBER 16, 2025

Energy, which has usually meant oil, has been a driver of geopolitics for the past 100 years or so. As the internal combustion engine touched every aspect of life, fuel was needed for cars and trucks, industrial machines, and farm equipment. The world’s militaries transitioned away from coal-fired power and grew dependent upon gasoline to power tanks, planes, and ships. As eloquently described in Daniel Yergin’s The Prize: The Epic Quest for Oil, Money & Power ([link removed]) , the pursuit of oil impacted virtually every one of a country’s actions in both times of war and times of peace.

A similar dynamic is playing out with rare earths and critical minerals. It’s becoming increasingly clear that these commodities are…
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NOVEMBER 23, 2025

Gustav Klimt’s “Portrait of Elisabeth Lederer ([link removed]) ” sold ([link removed]) this past week for a record $236.4 million at a Sotheby’s auction in New York. Like many, the transaction price caught my attention. But it also sent my “bubble-spotting” seismograph gyrating, elevating the probability of a possibly imminent asset earthquake.

As I’ve previously written, record-setting art prices have been a pretty reliable predictor of bubbles about to burst. Regular readers of my work know that I am a staunch advocate of multi-disciplinary thinking. My thinking is simple: if every lens is biased, limited, and incomplete, why not use multiple lenses? Such multi-lens thinking is the essence…
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NOVEMBER 26, 2025

Thanksgiving is a time of traditions: driving or flying to visit family and friends, watching the Macy’s Thanksgiving Day Parade, strategizing for Black Friday sales, and of course, enjoying a turkey dinner. Another tradition, rumored to have begun with President Truman, is the annual pardoning of turkeys by the US President ([link removed]) . And this year was no different when President Trump pardoned Gobble and Waddle ([link removed]) .

More importantly, Trump made reference to the price of turkeys, noting that they had fallen dramatically. Inflation has been a major political and economic issue over the past few years, but it now seems like every single holiday is seized by political opponents to describe how bad inflation really is (or isn’t). What’s the cost of hot dogs…
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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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