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Resolve's Gestalt University

Feb 8, 2022

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.