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
Introduction
00:00 • 2min
Bit Coin Is a Risk on Asset
02:02 • 3min
Bond Prices Are at Their Lowest Ever Loss in Five Thousand Years of Data, Right?
04:50 • 5min
Don't Let Anyone Tell You Who You Are
09:26 • 4min
Investing in Hong Kong - What's the Difference?
13:06 • 2min
Focus Gro Strategy - Focus Gro Strategy
14:37 • 2min
Can Investing in China Be Harder Than It Sounds?
16:24 • 2min
China's Adaptive Politics
18:46 • 2min
Is China a Competitive Advantage?
21:00 • 2min
Is China a Thriving Market Economy to a Point?
23:13 • 2min
Investing in China
24:46 • 4min
The Semi Conductor Industry Is an Interesting Global Phenomenon
28:22 • 2min
Semi Conductors to Day
30:06 • 3min
Demand Is Incredibly Robust, Ok?
33:07 • 3min
Is There a Prominent Role for Valuation in Your Strategy?
35:39 • 2min
Is Valuation a Primary Investment Strategy?
37:19 • 2min
Is It Possible to Get a Double Ditget Return Over the Next Five Years?
39:37 • 5min
On Line Gaming - Evolution Gaming
44:18 • 2min
Makro
46:39 • 3min
Investing in Long Term Investments Is Like a Secret Sauce
49:49 • 2min
Gratl, You Know, It's Better to Have One or Two Big Ideas
51:41 • 4min
Do You Use the Peg Ratio?
56:00 • 5min
Carbon Credit
01:00:48 • 1min
Carbon Credit Is Just Another Little Piece of This Nonsensical Climate Crisis
01:02:17 • 4min