Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33
Introduction
00:00 • 2min
What's Your Take on China?
02:24 • 2min
I Was a Fourth Grader, but I Could Not Speak Polish.
03:55 • 4min
How to Write a Podcast - It Takes a Lot Out of You
07:59 • 2min
Investing in China
09:39 • 2min
What's the Culture of After School Education in China?
11:35 • 5min
After School Tutoring
16:28 • 2min
Education in China
18:16 • 2min
What's Going on in Gaming?
20:22 • 4min
What Do You Think About Pentikil?
24:15 • 3min
What's Going on in China?
26:55 • 3min
The Future of Commerce Is Here
29:59 • 4min
I Don't Think It's Uniquely Chinese
34:20 • 2min
KVC
36:09 • 2min
How Long Does It Take to Get a Package From J D?
38:12 • 2min
Is It a Race for Money?
40:06 • 2min
I'm Not a Fan of Monopolies, but I'd Like to Invest the Miapolies.
42:12 • 2min
The Authorities Have Made It Very Clear They Don't Like This
43:51 • 2min
Do You Think It's Rational?
45:35 • 3min
Lem, I Can Understand Where the Government Is Going, Right?
48:25 • 2min
I'm Amazed by the Way He's Defending Communism
50:05 • 2min
The Government of China Is Not Looking for Equal Comes, Right?
51:43 • 5min
Is This Going to Hurt the Increasing Margin?
56:40 • 3min
I Don't Think People Can Do It.
59:18 • 2min
Is Twitter the Key to a Better Investor? I Don't Know, but I Know What I Dont Know.
01:01:00 • 2min
Do You Think the v I E Is a Loophole?
01:03:17 • 4min
Data Security
01:06:57 • 3min
Investing in China
01:10:10 • 4min
Is China Going to Crack Down on Foreign Capital?
01:13:58 • 5min
How to Turn Around From Concept to Final Product, Right?
01:19:13 • 2min
Is China Really Out Iterating the Us?
01:21:06 • 4min
Is It a Good Idea to Cluster in China?
01:24:48 • 4min
I've Had a Great Conversation, Thank You.
01:28:31 • 2min