Compounding Curiosity

In this conversation, we cover the business of Bukalapak, who they are, their valuation, and interestingly, the role of the Salim group in both Bukalapak and the wider ASEAN economy.   Joining me to discuss and dive deep into Bukalapak’s business is Aaron Pek, the author of Value Investing Substack, and not surprisingly, a Value Investor in ASEAN.   Super interesting and very valuable, I hope you enjoy this deep dive on Bukalapak with Aaron Pek.   For the full show notes, transcript, and links to mentioned content, check out the episode page on  https://compoundingpodcast.com/ep55    ------   Show Notes: [00:00:31] - [First question] - Bukalapak’s business model [00:03:02] - What is a Warung?  [00:04:39] - What problem does Bukalapak solve, and why does this problem persist?  [00:08:22] - The rise of Indonesia and what this means for Bukalapak [00:12:23] - Bukalapak’s relationship with The Salim Group [00:17:50] - Chinese tycoons and the influence on the ASEAN economy [00:22:33] - Bukalapak’s valuation and opportunity [00:26:22] - The Macroeconomic context of Indonesia with Indo-Pacific [00:32:13] - Wrapping up   ------   Connect with Aaron: Subscribe to Value Investing Substack: https://valueinvesting.substack.com/  Connect with Aaron on LinkedIn: https://www.linkedin.com/in/aaronpek/  Connect with Aaron on Twitter: https://twitter.com/ValueInvestingZ  Aaron’s previous Interview on Compounding Curiosity: https://compoundingpodcast.com/ep7/    ------   Mentioned/Recommended Content: BUKALAPAK 2077: The Future Pinduoduo of ASEAN's China (Part 1): https://valueinvesting.substack.com/p/bukalapak1  BUKALAPAK: Retail Empire of the Overseas Chinese (Part 2): https://valueinvesting.substack.com/p/bukalapak2  BUKALAPAK x SALIM: Planning for Indo-Pacific Domination (+China!): https://valueinvesting.substack.com/p/bukalapak3    ------   Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/    ------   Stay Connected with Compounding Curiosity: Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/  Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/  Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/  Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/  Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/   Join the DISCORD: https://discord.gg/NPVNPVsCYb  Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49

Peter Douglas is the senior executive of kk Nozawa Hospitality, a boutique provider of accommodation services in the unique mountain village of Nozawa Onsen. He is responsible for funding and financial strategy.  In this super fun conversation, we cover the Japanese onsen tourism industry, Nozawa hospitality, and his transition from the financial services and asset management industry to hospitality in Japan and the story there. I hope you enjoy my conversation with Peter Douglas.   For the full show notes, transcript, and links to mentioned content, check out the episode page on  https://compoundingpodcast.com/ep53    ------   Show Notes: [00:00:31] - [First question] - Peter’s and Nozawa’s Background [00:02:40] - Why did Peter go from Finance to Hospitality and from Singapore to Japan? [00:05:54] - And did his skills transfer? [00:07:23] - What’s it like running a large accommodation provider in a small village? [00:10:12] - Comparing domestic and foreign tourism for Nozawa Onsen [00:12:42] - How are Japanese online travel agents different? [00:14:49] - The seasonality around ski mountain hospitality  [00:19:20] - Why diverse teams are more successful [00:20:25] - Is the flight of rural residents to larger cities a problem? [00:22:15] - How Nozawa navigated the past 3 years [00:28:36] - The future of Nozawa [00:31:00] - Most undervalued life experience? [00:32:45] - Influential people or books? [00:36:16] - How did Peter end up in Asia?   ------   Connect with Peter: Nozawa Hospitality: https://www.nozawahospitality.com/  Connect with Peter on LinkedIn: https://www.linkedin.com/in/peterdouglaspeterdouglas/    ------   Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/    ------   Stay Connected with Compounding Curiosity: Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/  Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/  Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/  Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/  Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/   Join the DISCORD: https://discord.gg/NPVNPVsCYb  Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49

Michael McGaughy is the Founder and Portfolio Manager of Research Alpha, a specialist fund which invests in the equity of unloved and out-of-favour quality companies in some of the world’s least expensive stock markets, like Uzbekistan, Argentina and Egypt.    In this conversation, we cover how he started and got interested in emerging markets, what investing in emerging markets involves, and a little bit about Uzbekistan. I hope you enjoy my conversation with Michael McGaughy.   For the full show notes, transcript, and links to mentioned content, check out the episode page on  https://compoundingpodcast.com/ep53    ------   Show Notes: [00:00:31] - [First question] - How Michael first made his way to Asia [00:03:46] - How Michael became an Analyst in Indonesia in 1989 [00:06:44] - Private Equity in China in the mid 90’s [00:09:09] - Developing comfort in investing in emerging markets [00:13:45] - The Three things Mike looks for in an investment [00:16:19] - How quickly do emerging markets rebound? [00:18:33] - Difference between financial crisises and political crisises [00:20:33] - Dealing with foreigner restrictions in emerging markets [00:21:47] - Mike’s process for determining who owns what in an emerging market [00:24:40] - The investment opportunity in Uzbekistan [00:30:13] - Most undervalued life experience? [00:32:38] - How does Mike navigate emerging markets and the language barrier? [00:33:57] - Influential books or people? [00:35:13] - Future plans?   ------   Connect with Michael: Follow Michael on Twitter: https://mobile.twitter.com/michaelmcgaughy  Connect with Michael on LinkedIn: https://www.linkedin.com/in/michael-mcgaughy-caia-647653/  Read Michael’s blog, Minority Report / 少數派報告: http://michaelmcgaughy.blogspot.com/    ------   Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/    ------   Stay Connected with Compounding Curiosity: Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/  Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/  Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/  Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/  Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/   Join the DISCORD: https://discord.gg/NPVNPVsCYb  Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49

My guest today is Yusno Yunos, founder and CEO of Evenesis. Evenesis is a complete cloud-based end-to-end event management system that integrates event planners, participants and suppliers.    In this conversation, we cover the events space, where it is and might be heading after the wild past few years, and also how the Metaverse may impact future events. . I hope you enjoy my conversation with Yusno Yunos.   For the full show notes, transcript, and links to mentioned content, check out the episode page on  https://compoundingpodcast.com/ep52    ------   Show Notes: [00:00:31] - [First question] - The genesis for Evenesis [00:02:41] - What was the events space like when Yusno started [00:04:44] - Covid’s impact on Evenesis  [00:06:14] - Growth for Evenesis going forward  [00:07:46] - Business lessons from Covid [00:08:54] - Evenesis's approach to rebranding [00:10:43] - How have problems changed as Evenesis has matured? [00:11:56] - Early days of Evenesis  [00:14:01] - How Evenesis found early customers [00:17:27] - Misunderstandings around Evenesis and the events space [00:18:33] - Evenesis and M&A [00:20:52] - Evenesis and the Metaverse [00:27:22] - Existential risks or challenges to Evenesis  [00:33:06] - Yusno’s favourite Michael Crichton book? [00:33:44] - Yusno’s advice for university students [00:34:24] - Influential books for Yusno?   ------   Connect with Yusno: Connect with Yusno on LinkedIn: https://www.linkedin.com/in/yusno  Evenesis’ Website: https://www.evenesis.com/    ------   Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/    ------   Stay Connected with Compounding Curiosity: Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/  Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/  Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/  Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/  Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/   Join the DISCORD: https://discord.gg/NPVNPVsCYb  Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49

My guest today is Bernard Leong (@bernardleong). Bernard is currently the group chief digital and information officer at a Singapore construction conglomerate. But also, is the founder of Analyse Asia, a weekly podcast on technology, business and media with notable industry players and thought leaders all over Asia. In this conversation, we cover the podcast scene within Asia, why podcasts are harder in Asia-Pacific compared to the US, and solving podcast distribution and monetisation problems. I hope you enjoy my conversation with Bernard Leong.   “Learn from everyone. Follow no one. Observe the patterns. Work like hell”   For the full show notes, transcript, and links to mentioned content, check out the episode page on  https://compoundingpodcast.com/ep51   ------   Show Notes: [00:00:31] - [First question] - Bernard’s Background [00:04:12] - Why podcasts are harder in Asia-Pacific  [00:06:47] - Charlie Rose’s interview style as an influence [00:09:01] - The Shokunin method for running a podcast [00:12:26] - Analyse Asia’s tools for creating a successful podcast  [00:17:28] - Why Bernard took a break from podcasting [00:21:22] - Monetisation problems for APAC podcasts [00:30:22] - Podcast subscriptions and what to offer [00:32:31] - Finding and keeping a good podcast editor [00:35:58] - Distribution problems for APAC podcasts [00:41:06] - Doing in person interviews or live events? [00:50:13] - Behind the scenes of Analyse Asia interviews [00:54:31] - How to offer guests a seamless podcast experience [00:56:00] - Life advice and wrapping up   ------   Connect with Bernard: Analyse Asia Website: https://www.analyse.asia/  Analyse Asia on Youtube: https://www.youtube.com/@AnalyseAsia Analyse Asia on Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl  Analyse Asia on Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245  Follow Analyse Asia on Facebook: https://www.facebook.com/asiaanalyse  Follow Analyse Asia on Twitter: https://twitter.com/AnalyseAsia Follow Bernard on Twitter: https://twitter.com/bernardleong  Connect with Bernard on LinkedIn: https://www.linkedin.com/in/bleongcw/    ------   Mentioned/Recommended Content: Acquired’s Tencent Episode: https://www.acquired.fm/episodes/season-3-episode-10-tencent  State of Analyse Asia in 2022: https://www.analyse.asia/state-of-analyse-asia-in-2022/    ------   Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/    ------   Stay Connected with Compounding Curiosity: Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/  Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/  Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/  Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/  Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/   Join the DISCORD: https://discord.gg/NPVNPVsCYb  Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49

My guest today is Jon from Asianometry (@asianometry), creator of the hugely popular Asianometry YouTube channel where he posts video essays on business, economics, and history within Asia. In this conversation, we cover EUV Lithography, ASML, and everything in between from how it all works to their impact on the world and what it all means. I hope you enjoy this deep dive on ASML & EUV Lithography Deep Dive with Asianometry.   For the full show notes, transcript, and links to mentioned content, check out the episode page on  https://compoundingpodcast.com/ep50    ------   Show Notes: [00:00:31] - [First question] - What is EUV lithography, how does it work, and why is it important? [00:06:14] - Who is ASML?  [00:07:49] - Can other companies make EUV machines? How big is that jump? [00:11:17] - Describing the insanity of ASML’s EUV machines [00:14:21] - ASML’s relationship with suppliers [00:16:13] - ASML and vertical integration? Can they become a fab? [00:18:06] - Is de-globalization a threat to ASML's asset-light model? [00:18:43] - Why zero defectivity is one of EUV lithography’s key challenges to overcome [00:21:46] - The insane mirrors in an EUV machine [00:23:22] - Can we even build a simpler, cheaper EV machine? [00:25:20] - What’s next after EUV? [00:27:52] - What kind of threat is the emergence of 3D DRAM that places more emphasis on itching and other processes rather than lithography? [00:31:40] - The power consumption problem for EUV machines [00:32:52] - Talking about the insanity of TSMC’s fabs [00:34:42] - Does it worry Jon how much of the world economy is dependent on so few companies? [00:37:53] - Wrapping up   ------   Connect with Asianometry: Asianometry’s YouTube: https://www.youtube.com/c/Asianometry/featured  Follow Asianometry on Twitter: https://twitter.com/asianometry  Asianometry Newsletter: https://asianometry.substack.com/  Asianometry Podcast: https://anchor.fm/asianometry    ------   Mentioned/Recommended Content: ASML YouTube Playlist: https://www.youtube.com/playlist?list=PLKtxx9TnH76R3D0aXnw-IVVaA383XTfMv    ------   Special thanks: Many thanks to @Vathashimo on Twitter for contributing questions!    ------   Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/    ------   Stay Connected with Compounding Curiosity: Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/  Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/  Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/  Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/  Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/   Join the DISCORD: https://discord.gg/NPVNPVsCYb  Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49

My guest today is Sean Upton-McLaughlin (@SeanUM_China). Sean has spent over a decade working with Chinese companies throughout China, often in Chinese-only working environments, helping to improve their global marketing and communications. Now, based in Shenzhen, he continues to help Chinese technology companies bridge the business and cultural divides between China and the rest of the world.    In this conversation, we cover building a career in China and dealing with Chinese companies.   I hope you enjoy my conversation with Sean Upton-McLaughlin.   For the full show notes, transcript, and links to mentioned content, check out the episode page on  https://compoundingpodcast.com/ep49    ------   Show Notes: [00:00:31] - [First question] - How did Sean first get involved with China? [00:06:08] - Sean’s first experience working in China and how he got that job [00:07:46] - How would Sean prepare differently if starting over? [00:14:21] - What is China Speed? [00:18:42] - Why work for a Chinese Company? [00:19:58] - How can Chinese companies not shoot themselves in the foot? [00:25:37] - Thoughts on China armchair experts? [00:33:37] - What was working at vivo doing influencer relations like? [00:38:12] - Aspects of Sean’s career in China that was everything he dreamed of, and any harsh realities? [00:40:23] - Interesting anecdotes of life in China   ------   Connect with Sean: Sean’s Website: https://sean-uptonmclaughlin.com/   China Culture Corner: https://chinaculturecorner.com/   Follow Sean on YouTube: https://www.youtube.com/c/ChinaCultureCorner/   Follow Sean on Twitter: https://twitter.com/SeanUM_China  Follow Sean on Instagram: https://www.instagram.com/seanum_china/  Connect with Sean on LinkedIn: https://www.linkedin.com/in/chinatechpr/    ------   Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/    ------   Stay Connected with Compounding Curiosity: Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/  Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/  Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/  Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/  Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/   Join the DISCORD: https://discord.gg/NPVNPVsCYb  Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49

My guest today is Rajeev Mantri (@RMantri). Rajeev is the founder and managing director of India-focused venture capital firm Navam Capital. Prior to founding Navam, Rajeev worked as a venture capital investor at New York-based Lux Capital, focusing on investments in deep technology ventures. In this conversation, we cover deep tech investing within India, and A New Idea of India. I hope you enjoy my conversation with Rajeev Mantri.   For the full show notes, transcript, and links to mentioned content, check out the episode page on  https://compoundingpodcast.com/ep48    ------   Show Notes: [00:00:31] - [First question] - Background [00:02:09] - How does writing and investing complement each other?  [00:03:25] - What is Deep Tech Investing [00:04:45] - What has Rajeev learned from Josh Wolfe? [00:08:23] - Difference in deep tech investing in the US vs India [00:16:09] - How to find deep tech investments? [00:20:38] - Commonalities in deep tech founders? [00:22:55] - How to promote more people starting deep tech companies? [00:26:45] - How did the book “A New Idea of India” come about? [00:28:58] - What is India’s ‘North Star’ and the concept of Dharma [00:34:52] - Will India become a cultural superpower?   ------   Connect with Rajeev: Navam Capital: https://www.navamcapital.com/team/   Follow Rajeev on Twitter: https://twitter.com/RMantri  Connect with Rajeev on LinkedIn: https://www.linkedin.com/in/rmantri/  Buy Rajeev’s Book - “A New Idea of India”: https://amzn.to/3uvKelm / https://www.anewideaofindia.com/   ------   Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/    ------   Stay Connected with Compounding Curiosity: Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/  Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/  Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/  Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/  Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/   Join the DISCORD: https://discord.gg/NPVNPVsCYb  Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49

My 2022 recap! Talking about my big year of the podcast, the stats, some future guests, episodes, and the plans for the podcast going forward. Will be back to regularly scheduled guests from next week!   Have some thoughts on the podcast and want to leave feedback? Use my Google forms and vent to your heart’s content: https://forms.gle/Du61UxeJ25BkydH49    For the full show notes, transcript, and links to mentioned content, check out the episode page on  https://compoundingpodcast.com/ep47     ------   Stay up to date with the podcast by signing up to the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/    ------   Stay Connected with Compounding Curiosity: Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/  Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/  Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/  Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/  Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/   Join the DISCORD: https://discord.gg/NPVNPVsCYb  Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49  

My guest today is Raghav Kapoor (@Ragkap), CEO & Co-Founder at Smartkarma.   As Smartkarma CEO, Raghav drives product strategy, oversees technology development, and maintains a hands-on approach with the company’s day-to-day operations. With Smartkarma, Raghav set out to reinvent how investment research is sourced, priced, and distributed.   In today’s conversation, we cover the startup story of Smartkarma, the challenges of being an investment research platform, and the future.   I hope you enjoy my conversation with Raghav Kapoor.   For the full show notes, transcript, and links to mentioned content, check out the episode page on  https://compoundingpodcast.com/ep46    ------   Show Notes: [00:00:31] - [First question] - Raghav’s background and Smartkarma today [00:08:41] - Difference’s in starting Smartkarma compared to Raghav’s first startup [00:10:36] - Early days of Smartkarma and idea prototyping  [00:12:38] - Attracting and retaining insight providers [00:17:52] - How to ensure merit-based compensation doesn’t fall prey to engagement bait [00:22:42] - Why does Smartkarma not require exclusivity of content? [00:25:05] - The challenges of operating in a field with large legacy players [00:27:11] - How to balance investors, insight providers, and corporate stakeholders [00:31:03] - Why is Smartkarma based in Singapore? [00:33:13] - Lessons from expansion into other markets [00:36:22] - Plans for Smartkarma going forward? [00:39:31] - Anything else about Smartkarma we haven’t covered?   ------   Connect with Raghav: Smartkarma: https://www.smartkarma.com/  Follow Smartkarma on Twitter: https://twitter.com/smartkarma   Follow Raghav on Twitter: https://twitter.com/ragkap  Connect with Raghav on LinkedIn: https://www.linkedin.com/in/ragkap/    ------   Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/    ------   Stay Connected with Compounding Curiosity: Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/  Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/  Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/  Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/  Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/   Join the DISCORD: https://discord.gg/NPVNPVsCYb  Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49