Peaking Above

Pukar C. Hamal & Rashik Adhikari

Conversation about economics, technology, society, and Nepal with Rashik Adhikari and Pukar C. Hamal; seasoned entrepreneurs and executives based out of the United States with Nepalese origins.

Episodes

  1. 25/12/2025

    Peaking Above | Pilot | Episode 0 | December 25, 2025

    The conversation explores the concept of cities as micro nations, the resilience of cities, the potential of golf carts as a mobility solution, the changing landscape of investing, and the nature of bubbles in the market. The conversation delves into the nature of bubbles, the investment strategies, market dynamics, and valuation. It explores the impact of market excitement, the importance of long-term investment, and the challenges of contrarian investing. Additionally, it discusses Google's existential crisis, AI's impact on search, and the convergence of Amazon's ecosystem. The conversation delves into the rise of trillion-dollar businesses, the impact of large companies on the economy, and the potential for market expansion through AI and robotics. It explores the future of individual AI empires, the vision for 2035, and the role of capital, interest rates, and economic growth. Additionally, it discusses AI as the primary labor force, the impact of AI on market deflation, and the implications of AI on economic growth and geopolitics. Takeaways Cities as micro nationsThe potential of golf carts as a mobility solution Understanding the nature of bubbles and market excitementImportance of long-term investment and fundamental strengths of companiesChallenges and opportunities in contrarian investingImpact of AI on search and market convergence The potential for trillion-dollar businesses is already impacting the economy and society.AI and robotics have the potential to disrupt markets and create new economic opportunities. Chapters 00:00 The Rise of Micro Nations11:08 The Golf Cart Solution25:55 The Changing Landscape of Investing32:13 The Nature of Bubbles39:10 Investing in Companies46:05 Investment Strategies53:12 Market Dynamics and Valuation01:04:22 The Rise of Trillion-Dollar Businesses01:10:12 The Rise of Individual AI Empires01:15:15 AI as the Primary Labor Force01:21:09 AI, Economic Growth, and Geopolitics

    1h 22m

About

Conversation about economics, technology, society, and Nepal with Rashik Adhikari and Pukar C. Hamal; seasoned entrepreneurs and executives based out of the United States with Nepalese origins.