

E013: Prime Results, Hiring Execs, China, Ecommerce Health, Investing, Panzerism & More.
Jul 19, 2023
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 34 35 36 37 38 39
Introduction
00:00 • 2min
The Reversal of Amazon's Growth Trend
02:10 • 2min
The Power of Prime Day
03:57 • 3min
How to Avoid Deal Heavy on Prime Day
06:40 • 4min
The Power of Top Deals
10:58 • 2min
The Importance of Leverage in Canada
12:41 • 2min
The Trials and Travails of Selling on Amazon International
14:29 • 2min
The Consumer Is Still Spending
16:06 • 2min
The Future of Consumer Spending
17:45 • 2min
The Negativity of the Economy
19:37 • 2min
The Tale of Two Cities
21:52 • 3min
The Importance of Budgeting
24:35 • 3min
How to Be a Successful E-Commerce Business
27:31 • 2min
How to Compete on Generic Key Terms on Amazon
29:22 • 3min
China's Deflationary Pressure
31:54 • 2min
The Impact of Demand Softening on Appliances
33:34 • 2min
The Panel Bubble Still Pops in China
35:35 • 2min
The Importance of Keeping Your Terms Tight
37:58 • 2min
The Importance of Food Imports in China
40:18 • 2min
The Impact of Tariffs on China
42:01 • 2min
The Risk Management Factor in Political Conflict Between the US and China
43:55 • 2min
The Core for a Year
45:34 • 3min
The Chinese Real Estate Bubble
48:28 • 2min
Time Kills All Deals
50:07 • 2min
How to Reduce Lag
52:02 • 2min
The Importance of Planning Ahead
54:30 • 2min
How to Be Patient in the Long Run
56:16 • 2min
The Importance of Competition in the Market
57:55 • 2min
How to Hyper Focus on an Industry as Small and Insular as Ecommerce
59:45 • 3min
The Importance of Proprietary Edges in Investing
01:02:23 • 3min
The Power of Shorting Yeti
01:05:32 • 1min
The Distraction of Investing in Things
01:06:57 • 2min
How to Avoid Overexposure to E-Commerce
01:08:39 • 2min
The Importance of Diversification in Investing
01:11:05 • 2min
The Relational Advantage of Investing in Relationships
01:12:38 • 2min
The Importance of Knowing the Founder
01:14:12 • 2min
How to Overcome Cognitive Bias Advice
01:16:21 • 2min
The Financialization of the US Market
01:17:54 • 3min
How to Invest in Yourself to Generate the Best Returns
01:20:53 • 2min