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21min chapter
To Zero and Beyond | Building Muddy Waters Capital with Carson Block | Other People's Money with Max Wiethe
Monetary Matters with Jack Farley
Investing in Vietnam: Navigating New Frontiers
This chapter examines the shift of short activist investors towards new long investment strategies, specifically in the emerging market of Vietnam. It discusses the evolving perceptions of China and its economic implications post-COVID-19, as well as the potential benefits for Vietnam as it attracts redirected foreign direct investment. The chapter also delves into the complexities of the mining sector, emphasizing the importance of due diligence and data analysis in uncovering viable investment opportunities.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode