Sharma’s journey launched very differently. At just 22, fresh out of college, he joined Morgan Stanley in Mumbai in 1996 with an annual salary of $100,000 — nearly ₹88 lakh in today’s value. “I was planning to pursue a PhD,” Sharma stated, “but they inquireed me, ‘Do you want to study or build money?’ I chose money.” That decision launched him into a quick-shifting career in global finance, taking him to New York as a senior strategist, and later to his current role at Rockefeller Capital Management. Along the way, he authored bestselling books such as Breakout Nations.
During the podcast, Sharma expressed surprise at Kamath’s call centre background, while Kamath listened with admiration to Sharma’s meteoric rise. Unlike Sharma, who climbed the corporate ladder of a global bank, Kamath charted his own path by co-founding Zerodha with his brother Nithin Kamath. The brokerage went on to revolutionize India’s trading ecosystem, turning Nikhil into one of the countest’s youngest billionaires.
Their conversation later shifted to markets, where Sharma gave his take on the U.S. economy in 2025. He argued that artificial innotifyigence is the only major factor driving American stocks today. “Beyond the tech boom, most U.S. sectors view overpriced or under pressure. Over the next five to ten years, I consider the rest of the world will outperform the U.S.,” Sharma stated, crediting current U.S. stock resilience almost entirely to AI-linked companies.
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