Best Victor Hong Podcasts (2024)

1
149: The $5 Trillion High Yield Debt Markets: Trouble Ahead or Compelling Returns? - With Victor Khosla, Founder & CIO of Strategic Value Partners 33:09

1h ago33:09

33:09

This episode comes from the SuperReturn conference in Berlin, with guest Victor Khosla, Founder of SVP. Set up in 2001, the firm manages $18 billion in credit, with an impressive long-term track record in identifying credit opportunities. Victor describes himself as the ‘Accidental Investor’, initially hired as a strategic consultant for a Citibank…

1
148: Greed & Fear! What to Own, What to Avoid and Are We Wrong About China? With Chris Wood, Global Head of Equity Strategy, Jefferies (Hong Kong) 42:00

14m ago42:00

42:00

If you write a widely followed weekly piece for nearly 30 years, assessing investment risks & rewards, geopolitical implications, and extracting signals from noise, you need experience, good instincts, market nous, and the ability to talk to the right people. The weekly piece in question is GREED & FEAR, and its author, our guest Christopher Wood, …

1
The Implications of the Putin-Kim Summit: A Conversation with Dr. Victor Cha 39:31

12d ago39:31

39:31

In this episode of the ChinaPower Podcast, Dr. Victor Cha joins us to discuss his major takeaways from the June 2024 Putin-Kim summit and the significance of North Korea and Russia’s new mutual defense clause for the international community. Dr. Cha dissects how North Korea's relationships with Russia and China have evolved over time and notes that…

1
147: Vista Equity Partners: The $100 Billion Private Equity Software Group - With Rachel Arnold, Co-Head of Vista Equity Partners’ Endeavor Fund 23:42

32m ago23:42

23:42

In this shorter interview, recorded at Berlin SuperReturn, Rachel Arnold, Co-Head of Vista’s Endeavour strategy, a fund focused on small-cap private software companies, offers insights that echo Bill Gates comment that “software is the magic thing whose importance only goes up over time” Amazingly, over 90% of software companies are private, and as…

1
146: “Running Up That Hill” - Strava’s Co-Founder, Mike Horvath, on Building, Branding and Delivering: An Entrepreneurs’ Story 1:10:37

2d ago1:10:37

1:10:37

If you wrote a business plan in the 1990s that was way ahead of its time - a 20th century idea that needed 21st century technology to work - then put it aside and instead built an enterprise software firm that achieved a Goldman Sachs backed blockbuster IPO in 1999, you might say “bravo”. If then, several years later you return to this earlier idea…

1
China’s Ethnic Minority Policy: A Conversation with Dr. Aaron Glasserman 44:27

29d ago44:27

44:27

In this episode of the ChinaPower Podcast, Dr. Aaron Glasserman joins us to discuss China’s ethnic minority policies. Dr. Glasserman speaks to the makeup of China’s 55 ethnic minority populations and the evolution of China’s policies towards the groups. Dr. Glasserman discusses the idea that the CCP’s recognition and treatment of these groups is in…

1
145: Why the Fed Can’t Forecast, How Zero Rates Were a Huge Mistake and is Nvidia’s $3tn*+ Valuation Sustainable? With Rob Arnott, Founder of Research Affiliates 56:53

17d ago56:53

56:53

Rob Arnott has published over 100 academic papers, co-authored several books, and his firm Research Affiliates developed the strategies behind approximately $147bn in AUM (as of March 2024). He has earned a reputation as a highly respected, value-orientated investor with clarity about unrealistic valuations, mean-reversion and where the investment …

1
Takeaways from the 2024 Shangri-La Dialogue: A Conversation with Meia Nouwens 36:58

1M ago36:58

36:58

In this episode of the ChinaPower podcast Meia Nouwens joins us to discuss the major themes and takeaways from the 2024 Shangri-La Dialogue. She discusses this year’s record number of high-level participants and the significance of the dialogue for regional security. Nouwens unpacks both Chinese Defense Minister Dong Jun’s and U.S. Secretary of Def…

1
144: Retail in the 21st Century: Seb James, CEO of Boots, Discusses Health, Technology, Data and the Customer 44:30

24d ago44:30

44:30

In a world where competitive survival has become rarer, one UK retail institution has survived for 175 years, remains a trusted brand, with over 50,000 employees, 2,000 stores and 4,000 pharmacists. Today Boots is part of the US Walgreens Boots Alliance, an entity with sales of $140 billion (2023/24) and one of the world’s largest purchasers of pre…

1
143: How to Make Money in the $275 Trillion* Energy Transition & Can Tesla Survive? 1:10:59

2M ago1:10:59

1:10:59

Whether you’re a believer in the timelines, or sceptical about its urgency, the energy transition is underway, and its ramifications are immense. Both for the climate and for investors, the new order is challenging the old. In this conversation, Per Lekander, a veteran of the energy and utility space, discusses the failings of the wind and solar in…

1
China’s Upstart Strategy: A Conversation with Dr. Oriana Skylar Mastro 41:50

2M ago41:50

41:50

In this episode of the ChinaPower podcast, Dr. Oriana Skylar Mastro joins us to discuss her new book, Upstart, which provides a fresh perspective on China’s rise to great power status. Dr. Mastro analyzes China’s innovative buildup of power over the past 30 years through three distinct approaches: emulation, exploitation, and entrepreneurship. Dr. …

1
142: Novo Holdings: Controlling Shareholder of Novo Nordisk, Europe's Most Valuable Company - With CEO, Kasim Kutay 38:58

2M ago38:58

38:58

In this interview, we welcome the CEO of Novo Holdings, which manages the assets and wealth of the Novo Nordisk Foundation, one of the world’s largest enterprise foundations. Novo Holdings is part of the Novo Group, which also incorporates Novo Nordisk and Novonesis (who combined are responsible for much of Novo Holdings’ inflows). Novo Nordisk is …

1
141: The 30% Club and the Future of Institutional Investment Management - With Hanneke Smits, Global Head of Investment Management, BNY Mellon 38:14

2M ago38:14

38:14

Research demonstrates that diverse companies outperform their less diverse peers. The 30% Club’s mission, led by Chairs and CEOs, is to increase gender diversity at board and executive committee levels. In this episode, current 30% Club Global Chair Hanneke Smits, assesses the shifts underway to increase female representation across the corporate l…

1
#216 - Megan Smart 34:28

2M ago34:28

34:28

Megan Smart is an Australian actress. She stars in the television series “Class of '07” which is now available on Prime Video.

1
Taiwan's Upcoming Presidential Inauguration: A Conversation with Dr. Lauren Dickey 38:10

2M ago38:10

38:10

In this episode of the China Power Podcast, Dr. Lauren Dickey joins us to discuss Taiwan’s upcoming inauguration of president-elect William Lai. Dr. Dickey dives into her predictions for Lai’s presidency and potential responses in the coming months from Beijing. She discusses what she thinks will be a continuation from Lai of his predecessor’s prag…

1
Unpacking China’s PLA Restructuring: A Conversation with Dr. Joel Wuthnow 42:24

3M ago42:24

42:24

In this episode of the ChinaPower Podcast, Dr. Joel Wuthnow joins us to discuss China’s recent restructuring of the People’s Liberation Army (PLA) and particularly the disbanding of its Strategic Support Force and establishment of a new Information Support Force. Dr. Wuthnow explains the major organizational changes involved and how the new force f…

1
140: LSEG: Partnering with Microsoft and Why London Remains a Leading Financial Hub - With LSEG CEO, David Schwimmer 54:00

3M ago54:00

54:00

If you were asked ‘What is the London Stock Exchange Group, (LSEG)?’, most investors would answer, ‘the London Stock Exchange, of course.’ Yet, the correct answer would be, “well that’s only 5% of revenues today”, and then you might pause and wonder what the rest is… In this conversation with David Schwimmer, a veteran of Goldman Sachs, and CEO of …

1
#215 - Emily Robinson 36:21

3M ago36:21

36:21

Emily Robinson is an American actress and author. She stars in the feature film “The Year Between” which is now available on Hoopla and Peacock. Robinson also wrote a novel called “Consumed”.

1
138: Why the World Economy Gets a B Grade - With Baroness Dambisa Moyo (Economist, Legislator & Author) 49:41

3M ago49:41

49:41

Armed with a degree, MBA, MPA, and a PhD, the author of 5 bestselling books, a trained economist, a previous employee of Goldmans Sachs, a life peerage in the House of Lords, sought after board member, one of Time Magazine’s 100 Most Influential People in the World, and on Oprah Winfrey’s “O” Power List, our guest today seems to have it all! Dambis…

1
137: Money Maze Podcast 2024 Trailer 0:56

3M ago0:56

0:56

Through direct, entertaining & insightful interviews with masters of the real life money maze, we hope to learn about different approaches to allocating capital, making business decisions and navigating the pitfalls that line the paths to prosperity. Each episode, with invite leading figures from the investment management and finance sector onto th…

1
China’s Leftover Women: A Conversation with Dr. Leta Hong Fincher 34:56

3M ago34:56

34:56

In this episode of the ChinaPower Podcast, Dr. Leta Hong Fincher joins us to discuss the legal and social status of women in China. Dr. Fincher, who has written widely on gender issues in the PRC, reviews the history of Chinese marriage and divorce policies with an eye towards China’s contemporary feminist movements. She speaks to how the privatiza…

1
136: Cryptocurrencies: Ill-Advised Speculation or an Alternative Asset Class? With Nic Cary, Co-Founder and Vice Chair at Blockchain.com 53:50

3M ago53:50

53:50

Back in September 2021, we met with Nic Cary of Blockchain.com, which was already well on its way to becoming one of the world’s leading digital asset platforms. Since then cryptocurrency volatility has been extraordinary, and witness to wild gyrations, the imprisonment Sam Bankman-Fried, SEC action, regulatory hand wringing and then this year, Bla…

1
#214 - Jessica Sutton 39:57

3M ago39:57

39:57

Jessica Sutton is a South African actress. She stars in the television series “Motherland: Fort Salem” which is now available on Apple TV.

1
#213 - Emilia McCarthy 25:19

3M ago25:19

25:19

Emilia McCarthy is a Canadian actress. She stars in the television series “Skymed” which is now available on Paramount+.

1
135: Insights from CPP Investments: Canada’s Largest Global Pension Fund - With Suyi Kim 37:42

3M ago37:42

37:42

In this interview, we return to Canada. Having interviewed Jo Taylor of OTPP last year, this time we sought out one of the most well-known and successful women in private equity, someone who is also proving to be a huge role model for young women pursuing careers in the investment industry. Suyi Kim, educated at the University of Seoul and then Sta…

1
A Chinese Perspective on the Russia-Ukraine War: A Conversation with Dr. Zhao Hai 43:31

4M ago43:31

43:31

In this episode of the ChinaPower Podcast, Dr. Zhao Hai joins us to discuss China’s views on the Russia-Ukraine war and its broader implications for China. Dr. Zhao provides an assessment of how he thinks China perceives the evolving situation on the ground, emphasizing China’s concerns about the risk of further escalation between Russia and the We…

1
134: Gold! Why & How to Own It, Tokenisation and Investor Positioning - With David Tait, CEO of the World Gold Council 52:21

4M ago52:21

52:21

It’s not every day that one of our guests from the world of finance has successfully scaled Everest 5 times, been awarded an MBE by the Queen, raised millions for charity, and is a vocal ambassador for the NSPCC. For his day job, he led trading desks at Goldmans, CS, UBS and Bluecrest. If that wasn’t enough for most people, he then became sufficien…

1
The Political Thought of Xi Jinping: A Conversation with Dr. Steve Tsang 40:17

4M ago40:17

40:17

In this episode of the ChinaPower Podcast, Dr. Steve Tsang joins us to discuss his new book The Political Thought of Xi Jinping, coauthored with Dr. Olivia Cheung. Dr. Tsang explains that Xi Jinping thought is vastly different from the thought and practices of his predecessors, such as Mao Zedong and Deng Xiaoping. Core to Xi Jinping thought is the…

1
133: Marketing God: With Nicky Gumbel - Pioneer of the Alpha Course 1:02:41

4M ago1:02:41

1:02:41

In this Easter special we explore a slightly different realm: religion! Very occasionally one individual can have a disproportionately powerful impact on a collection of people, but very rarely does that person’s impact grow in time and reach, and expand beyond anyone’s expectations and for millions, be responsible for enhancing their lives. Our gu…

1
132: Why We Need Integrated Energy Companies - With Ann Davies, bp Senior Vice President, Wells 42:20

4M ago42:20

42:20

Our guest today earned her master’s degree in physics, captained her rugby team at Oxford, and then a few years later was posted as bp’s engineering manager to Baku, Azerbaijan. She then spent time as Country Head in neighbouring Georgia and COO of Lightsource bp, and is now bp’s Senior Vice President, Wells. In this conversation, Ann explains bp’s…

1
#212 - Alexandra Essoe 24:30

4M ago24:30

24:30

Alexandra Essoe is a Canadian actress. She stars in the feature film “The Pope's Exorcist” which is now available on Netflix.

1
National Security with Chinese Characteristics: A Conversation with Dr. Sheena Chestnut Greitens 36:37

5M ago36:37

36:37

In this episode of the ChinaPower Podcast, Dr. Sheena Chestnut Greitens joins us to discuss one of President Xi Jinping’s signature priorities: China’s national security. She delves into Xi's “Comprehensive National Security concept,” emphasizing its broad scope with over 20 different components, covering everything from border security to food sec…

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