Episodes
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Maxx’s interview
BOLD Capital Partners
Singularity University
Peter H. Diamandis’s blog
DETAILED SHOW NOTES
(00:58) Maxx gives a brief self-introduction
(02:48) Maxx’s experience in angel investing
(04:07) Jay and Maxx discuss why angel investing is tricky and why it’s often best to...
Published 06/21/21
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Mark’s interview
China Construction Bank
DETAILED SHOW NOTES
(0:59) Mark’s self-introduction
(2:37) Mark comments on family offices in China
(4:01) Mark gives an overview of the current global markets
(9:29) The nuances of Asian markets and the pitfalls foreign investors...
Published 05/17/21
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Tao’s interview
Find Alpha Architect on Facebook, Twitter, YouTube and LinkedIn
AlphaArchitect.com
Thinking Fast and Slow by Daniel Kahneman
The Little Book that Still Beats the Market by Joel Greenblatt
DETAILED SHOW NOTES
(00:50) Tao’s self-introduction
(03:05) How Tao met Wed, the...
Published 04/19/21
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Ben’s interview
Find Ben on Twitter
Sure Dividend
DETAILED SHOW NOTES
(01:05) Ben’s self-introduction and introduction of Sure Dividend
(03:12) How Ben came to focus on dividend stocks
(08:01) Why Ben primarily focuses on high-growth dividend stocks
(10:26) Ben’s framework for a...
Published 03/15/21
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Stanley’s interview
Find Value Invest Asia on Facebook, Instagram, Twitter, and Youtube
The Motley Fool
ValueInvestAsia.com
Value Investing in Asia: The Definitive Guide to Investing in Asia by Stanley Lim
DETAILED SHOW NOTES
(0:48) Jay’s introduction of Stanley
(2:02) Stanley’s...
Published 02/15/21
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Brendan’s interview
KraneShares
DETAILED SHOW NOTES
[0:00:54] Brendan’s self-introduction
[0:02:49] How Kraneshares is different from and FXI or other ETFs
[0:07:30] Misperceptions and biases that foreigners have about investing in China
[0:12:23] Opportunities unique within Kraneshares...
Published 01/18/21
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Erik’s interview
Find Erik on Twitter
MacroVoices.com
Jack Schwager’s Market Wizards books
Jim Rogers
Nikolai Kondratiev and the long-wave business cycle
The Fourth Turning by William Strauss and Neil Howe
The Triffin Paradox, or the “Triffin dilemma”
Kyle Bass on Twitter
Michael Covels on...
Published 12/14/20
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Jared’s interview
The Daily Dirtnap
Find Jared’s books on Amazon
Find Jared on Twitter
DETAILED SHOW NOTES
(0:41) Jared’s self-introduction and brief background
(2:29) How Jared’s writing, which started out as entertainment, propelled him to learn and think more deeply about...
Published 11/09/20
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Tadas’s interview
Tadas’s book, Abnormal Returns
Abnormal Returns blog
DETAILED SHOW NOTES
(00:54) Jay’s introduction of Tadas
(01:12) Tadas’s self introduction
(03:16) Jay and Tadas discuss how their investment approaches have shifted over time and how personality plays a role in...
Published 10/12/20
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Francis’s interview
Find Francis on Twitter @TheMarketSniper, @TheCryptoSniper, @TheResetSniper
The Market Sniper YouTube channel
The Crypto Sniper YouTube channel
The Reset Sniper YouTube channel
The Market Sniper — Get started here
The Market Sniper’s free trading course
The Market...
Published 09/07/20
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Chris’s interview
Capitalist Exploits
DETAILED SHOW NOTES
(0:44) Jay’s introduction of Chris
(1:36) Chris shares about his upbringing in South Africa, and why he went to London after graduating from high school
(4:18) Chris’s work experience (in banking) and his education in the...
Published 08/17/20
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Michael’s interview
TrendFollowing.com
Find Michael on Twitter
Find Michael’s books at Amazon
Trend Following Trading Podcast
Michael’s documentary Broke: The New American Dream
DETAILED SHOW NOTES
[0:00:44] Jay’s introduction of Michael Covel
[0:01:29] Mike’s introduction to trend...
Published 07/13/20
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Jonathan’s interview
Variant Perception
Jonathan’s books on Amazon
Variant Perception on Twitter
DETAILED SHOW NOTES
(0:43) Jay’s introduction of Jonathan Tepper
(1:31) Jonathan’s self-introduction and background
(3:22) How and why Variant Perception was founded
(5:47) Jonathan’s...
Published 06/15/20
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Rick’s interview
Sprott
DETAILED SHOW NOTES
(0:47) Introducing Rick Rule
(1:51) Rick explains why he was attracted to investing in natural resources
(4:16) Rick shares his general market thoughts
(7:07) Rick expresses doubt that we’re in a “synchronized global recovery” and what’s really...
Published 05/11/20
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Marc’s interview
Gloom Boom Doom website
DETAILED SHOW NOTES
(00:43) Jay’s introduction of Marc
(01:48) Marc’s take on cryptocurrencies
(05:36) Why Marc currently doesn’t own cryptocurrencies
(08:07) Why Marc initially moved to Asia
(08:07) Marc’s outlook on the Chinese market and why...
Published 04/13/20
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Jason’s interview
Rayliant Global Advisors
Find Jason on LinkedIn
[email protected]
DETAILED SHOW NOTES
(0:42) Jay’s introduction of Jason Hsu
(1:24) Jason’s self-introduction and background
(2:10) Background of Research Affiliates and Rayliant Global Advisors
(4:49) Jason gives a primer on...
Published 03/16/20
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Chris’s interview
O’shaughnessy Asset Management
Invest like the Best by Patrick O’shaughnessy
Chris’s blog, Cutting Through Noise
DETAILED SHOW NOTES
[0:01:34] Chris’s self-introduction
[0:02:22] What attracted Chris to quantitative investing
[0:06:08] Chris’s views on investing and why...
Published 02/10/20
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Roger’s interview
Roger’s bio at HKUST
Tanoto Asian Family Business and Entrepreneurship Studies
Thompson Center for Business Case Studies
DETAILED SHOW NOTES(00:43) Introduction to Furquan Kidwai
[0:00:44] Jay’s introduction of Roger
[0:01:30] Roger’s self-introduction — born in the US,...
Published 01/13/20
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Furquan’s interview
dawaai.pk
Find Furquan on Twitter, Facebook, and LinkedIn
DETAILED SHOW NOTES(00:43) Introduction to Furquan Kidwai
(00:43) Introduction to Furquan Kidwai
(1:19) Furquan’s self-introduction and background
(3:00) Furquan’s first startup
(4:24) Reasons for starting...
Published 12/16/19
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LINKS FROM TODAY’S EPISODE
Read the full transcript from the Ripple interviews
Find Ripple on Facebook, Twitter, and LinkedIn
David Schwartz (Joel Katz) on Twitter
Marcus Treacher on Facebook
Find Eric van Miltenburg on Twitter
Brad Garlinghouse on Twitter
Ripple
University Blockchain Research Initiative
DETAILED SHOW NOTES
(00:43) Jay’s...
Published 11/25/19
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Maliha’s interview
Find Maliha on LinkedIn,
Shohoz on Facebook
Shohoz.com
DETAILED SHOW NOTES
(1:27) Maliha’s self-introduction
(4:03) Maliha shares about her first startup, a classifieds business
(4:35) Making the move from corporate to startup
(5:58) Maliha gives an overview of the...
Published 11/11/19
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Elius’s interview
Hmelius.com
Find Elius on LinkedIn and Instagram
Pathao.com
DETAILED SHOW NOTES
(1:41) Elius’ self-introduction and background of Pathao
(4:28) Background on Bangladesh
(8:58) Detail about Dhaka and why it was ripe for Pathao to emerge
(10:16) Elius explains the...
Published 10/21/19
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Willem’s interview
Find Willem on Twitter
Commodity Discovery Fund
The latest version of The Big Reset by Willem Middelkoop
The Tesla Revolution by Willem Middelkoop
Novo Resources
Artemis Resources
DETAILED SHOW NOTES
(1:26) Willem’s self-introduction
(2:30) Willem explains the background...
Published 09/02/19
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Meb’s interview
Find Meb on Twitter
Meb’s book, Best Investment Writing
Get a free download of Global Asset Allocation
White paper on tax efficiency, especially regard to dividends
MedFaber.com
Cambria Investments
Cambria Funds
DETAILED SHOW NOTES
(1:20) Meb’s background
(2:55) Meb shares...
Published 08/12/19