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Global Merces Funds Management is a specialised tech-focused "RE for hire"​ and Trustee that offers Fund Management Services and investments in Alternative Investments. "Our purpose is to impact society, industry and culture through the intentional movement of capital."
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Electric Vehicle (EV) & mobility experts Tu Le and Lei Xing plug you in to all the latest going's on in the 🇨🇳EV & mobility space that are sure to have effects on the 🇺🇸 and 🇪🇺 regions. Specifically, Tu and Lei dissect the week’s most important news coming out of the China EV/Autonomous Driving (AV), chip, battery, ride-hailing, shared & micro-mobility verticals. Learn more about companies like: #NIO #XPeng # LiAuto #BYD #Arcfox #Seres #Voyah #Xiaomi #Huawei #Tesla #GM #Ford #VW #Audi #Merc ...
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Dive into the delicious and diverse world of global cuisine with the ”Culinary Cuisine Journey” podcast. Each episode is a unique exploration into the history, culture, and flavors of different culinary traditions from around the world. From bustling street markets to serene farmlands, this podcast takes you on an auditory gastronomic adventure. Whether it’s uncovering the origins of a famous dish, delving into the nuances of regional specialties, or celebrating the fusion of different culin ...
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Tu and Lei start the podcast out with a discussion on the China take rate on NEVs exceeding 50% in July for the first time. The discussion then shifts to reports that the Biden administration is looking at restricting Chinese connected, intelligent driving technology for use on US roads including the ability to collect data on Americans. They proje…
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Explore the rich and diverse world of Hawaiian Fusion cuisine, where East meets West and traditional Hawaiian flavors blend with global influences. This episode delves into the historical and cultural forces that shaped this unique culinary tradition, the iconic dishes that define it, and the contemporary innovations that continue to evolve Hawaiia…
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Join host Kip Ferguson on this Throwback Thursday episode of "Culinary Cuisine Journey" as we explore the evolution of French cuisine during the Age of Enlightenment. Discover how culinary practices, recipes, and dining customs were transformed during this pivotal era, laying the foundations for modern gastronomy. We'll delve into the lives of infl…
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Join host Kip Ferguson on this Worldwide Wednesday episode of "Culinary Cuisine Journey" as we embark on a global tour to discover the vibrant and diverse world of street foods. From the bustling markets of Bangkok to the food stalls of Mexico City, we'll explore the rich flavors, unique dishes, and cultural significance of street food in different…
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The podcast begins with a review of July sales by Lei and then they both transition into a discussion about the upcoming important product launches and why they are important to those Chinese brands. They both transition the discussion over to the BYD partnership with Uber that was announced this week. They piggyback off this BYD discussion to also…
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Welcome to Culinary Cuisine Journey with Kip Ferguson! In today's episode, we take you on a tantalizing tour of Korean cuisine, a culinary tradition steeped in history and bursting with bold, complex flavors. From the essential ingredients that define Korean cooking to the vibrant street food culture and the innovative fusion dishes emerging from S…
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Welcome to another exciting Market Monday on 'Culinary Cuisine Journey'. Today, we're venturing into the heart of Mexico City to explore one of its most vibrant and historically rich markets – Mercado de la Merced. This bustling hub is not just a marketplace; it's a pulsating artery of Mexican culture, history, and of course, cuisine. Mercado de la…
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"Hello, culinary explorers! Welcome back to 'Culinary Cuisine Journey.' I'm your host, Kip Ferguson, ready to embark on yet another flavorful adventure. Today, we're diving into a topic that's as common as it is controversial – the world of ketchup. Yes, that familiar red condiment sitting on tables from diners to fine dining restaurants across the…
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Tu and Lei begin the podcast talking about the US IPO announcements for Pony AI and WeRide, two Chinese autonomous vehicle (robotaxi) startups. This leads to a broader discussion about autonomous vehicles and regulation in the US and China. Tu then moves on asking Lei what he knows about Windrose, the Chinese electric semi-truck manufacturer that p…
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Tu and Lei start out this podcast with a broad discussion about how virtually all the foreign legacy automakers are doing so poorly in China with Tu detailing Porsche's recent, severe challenges. Tu and Lei then move onto Xiaomi's production license despite the overcapacity in China. Tu briefly explains how this could happen. Tu and Lei take a few …
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Tu and Lei unpack who they think could be the winners and losers from the recently announced EU tariffs on Chinese electric vehicles and how they may react to tariffs being considered in other markets. Tu and Lei then look a bit forward to what they expect to see later this year as we get past summer and move towards the always exciting year-end sa…
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Tu starts the podcast out talking about his experience at the MOVE London event where he hosted two panel discussions. Lei then pivots to update everyone on the latest news about potential tariffs the Chinese govt are considering in retaliation for the EU tariffs on Chinese EVs. Tu and Lei then take a few moments to digest and unpack what it all me…
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Tu and Lei begin this podcast with a quick download of the EU tariffs, who was slapped with what and who the winners are. They also take a step back to discuss who currently exports the most to the EU and how the tariffs may affect their quantities. They then move over to the rumored retaliation from the Chinese govt and who would feel free brunt o…
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Tu and Lei start out by discussing a provocative statement from Richard Yu, the Huawei executive in charge of their intelligent driving, who said in a much less kind way that Huawei's system would beat Tesla's FSD. They then talk more broadly about the current systems out there from other Chinese EV makers and agree that FSD will have it's hands fu…
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This podcast starts with a discussion on the NEV take rate hitting 52% and Tu points out that it's a massive number that is also getting help from the steep dropoff of ICE sales. They also both take a few moments to discuss the softness in demand that Tesla is feeling and how its likely adding pressure for them to continue to cut prices in order to…
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Tu and Lei start the podcast out by debating about the recent increased tariff announcements made by the Biden Administration and whether its all politics or if there is some real fear about the US Three not being able to compete. They move that discussion over to BYD having its first global launch of a passenger vehicle outside of China. It turns …
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First, Tu and Lei recorded this episode while driving from Beijing to Shenzhen in an XPeng G9 Performance. XPeng kindly lent it to them for the three day trip where they stopped into Zhengzhou & Changsha before hitting their final stop - Shenzhen. For most of the trip (>90% of the miles which were a total of ~1.5K), they used XPeng's intelligent dr…
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Tu and Lei spend the first few minutes of the show recapping their overall feelings about Auto Beijing 2024 (the show) and how it was a bit different from Auto Shanghai 2023. They both reflect on what the legacy automakers revealed at the show and how the legacies presence in Beijing this year was much different than what it was for 2023 in Shangha…
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Tu starts off the podcast with an update on what he's been up to the last few days including visiting Jiyue and getting a sneak peek of the Jiyue 07 and attending the launch event for the Zeekr 009 Grand, a 4 seat executive MPV. Tu also had a chance to get a close look at the Xiaomi SU7 in the flesh. That transitions into a full discussion about Xi…
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Tu and Lei kick this podcast off by going over March sales numbers and move into discussing some of the recent incentives that have been offered by EV brands in order to keep sales momentum going. The detail some of the challenges that contibute to the ongoing price war and how Tesla has fated during a price war they initiated. They then contrast t…
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This podcast begins by dissecting the Reuters article about the Tesla Model 2 being cancelled as a passenger vehicle. The conversation moves over to Tesla sales in China, predictions about total sales for 2024 and what Tesla could do to boost sales in 2024. They pivot over to a quick discussion about Porsche's struggles in China and what it'll take…
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Tu and Lei get right to the Xiaomi SU7 launch. They talk about Lei Jun's showmanship and the popularity of the Xiaomi brand in China which all helped to build excitement for this product launch. After an extended discussion about ALL THINGS Xiaomi SU7, they move the conversation over to Lei's trip to the NYC Auto show. Lei talks a bit about the Wor…
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Li Auto adjusting their Q1 sales guidance downward was the first topic of discussion in this week's podcast. Of the three WeiXiaoLi triplets, Li Auto has been the darling of Wall Street but their sales have very suddenly hit a wall Tu then gives a short lesson on master production schedules, ordering parts and lead times and how any sudden change i…
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Lei headed over to Germany for Porsche's Annual Press Conference so much of the podcast was dedicated to what Lei learned about during his visit and led to a broader discussion about Volkswagen Group and what Tu thought about VW Group's annual press conference and how important Porsche is to Volkswagen Group's global goals. After a detailed discuss…
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Tu and Lei start this podcast out with going over the latest news on the tariff situation on Chinese EVs in the US and EU with the EU now also seeming to lean towards increasing protectionism. Lei then moves the discussion over to the R2 launch from Rivian, the follow up to their R1 and emphasizes the affordability factor with the R2. This turns in…
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Lei begins this podcast with a brief explanation of the effects of the Lunar New Year on passenger vehicle sales traditionally. Tu points out BYD's social media campaign about how 'electric is cheaper than gas' after they'd cut prices of their already low priced vehicles, so much so that they are cheaper than ICE vehicles from Volkswagen and some o…
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Tu begins the podcast talking about how the price war still has legs and will likely last through the end of this year into 2025. BYD has been leading the way with price cuts on their more popular vehicles daring their competitors to do the same. Tu then talks about the Buick Electra E5 EV that has just gone on sale for ~$23K and wonders out loud w…
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In this Sustainable Saturday episode of 'Culinary Cuisine Journey', we delve into the lush landscapes of Brazil to explore the innovative and eco-friendly world of agroforestry in coffee production. Join us as we uncover how sustainable practices are transforming one of the world's largest coffee industries, ensuring a greener future one cup at a t…
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This Fusion Friday on 'Culinary Cuisine Journey', join host Kip Ferguson as we explore the captivating story of the Döner Kebab, a culinary icon that epitomizes Turkish-German fusion. Discover how this dish evolved from its Turkish roots to become a beloved street food staple in Germany and beyond.By Kip Ferguson
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On this Throwback Thursday episode of 'Culinary Cuisine Journey', join Kip Ferguson as we travel back to the Renaissance era in Italy, a period of extraordinary cultural and culinary awakening. Discover how this pivotal time in history shaped the Italian kitchen, giving rise to dishes and cooking techniques that continue to enchant our palates toda…
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In the "The Art of Sausage Making Worldwide" episode of 'Culinary Cuisine Journey', host Kip Ferguson takes listeners on a flavorful journey exploring the rich history and cultural significance of sausage making across the globe. From ancient origins to modern-day practices, this Worldwide Wednesday episode delves into the diverse traditions of sau…
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In the "Peruvian Food Adventure" episode of 'Culinary Cuisine Journey', host Kip Ferguson takes listeners on an exciting exploration of Peru's rich culinary landscape. This Travel Tuesday episode delves into the diverse influences shaping Peruvian cuisine, from Andean traditions to Spanish, African, and Asian infusions. Highlights include iconic di…
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In this Market Monday episode of 'Culinary Cuisine Journey', host Kip Ferguson takes you on a vibrant tour of Bangkok's renowned Or Tor Kor Market. Known for its array of fresh produce, exquisite seafood, and tantalizing street food, Or Tor Kor is not just a market; it's a celebration of Thai culinary heritage. Immerse yourself in the bustling atmo…
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In this episode of 'Culinary Cuisine Journey' join host Kip Ferguson as he steeps us in the rich history of tea and its profound influence on the growth and culture of the British Empire. Discover how this humble beverage not only became a quintessential symbol of British identity but also played a pivotal role in historical events like the Opium W…
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On this Sustainable Saturday episode of 'Culinary Cuisine Journey', join host Kip Ferguson as we cast our nets into the pristine waters of Norway to uncover the secrets behind their world-renowned sustainable fishing practices. Discover how Norway, with its rich maritime heritage, is leading the global charge in eco-friendly fishing, balancing the …
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Join us on Fusion Friday for a heartwarming episode of 'Culinary Cuisine Journey', where we dive into the vibrant and soulful world of African-American Soul Food. This episode celebrates the rich tapestry of flavors and stories that make up this unique cuisine, a melting pot of traditions from Africa, the American South, and beyond. Discover the di…
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Join us for a Throwback Thursday episode of 'Culinary Cuisine Journey,' where we time-travel to Ancient Greece, delving deep into its gastronomic wonders. Discover the flavors and ingredients cherished by a civilization known for its philosophers, poets, and epicurean delights. We’ll explore the rich culinary history, from the festive banquets of A…
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Tu and Lei start out the podcast by wishing each other 'Happy New Year' and discuss a bit about the holiday and their traditions and how it's celebrated by their families. Lei then moves over to discuss the Chinese Opinions on NEV trade cooperation and both of them add their opinions about how the language and roll out of the opinion piece should b…
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Wake up to a delicious journey on this Worldwide Wednesday episode of 'Culinary Cuisine Journey' with your host Kip Ferguson. We’re taking a global tour of breakfast traditions, exploring how different cultures start their day. From the hearty plates of England to the delicate pastries of France, and the balanced dishes of Japan to the diverse flav…
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Embark on a flavorful journey through Turkey on this Travel Tuesday episode of 'Culinary Cuisine Journey'. Join host Kip Ferguson as we explore Turkey's unique position at the crossroads of Europe and Asia, delving into how this fusion has shaped its rich culinary landscape. From bustling bazaars to traditional kitchens, discover the diverse flavor…
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Immerse yourself in the vibrant energy of Marrakech's famous Jamaa el Fna on this Market Monday episode of 'Culinary Cuisine Journey'. Join host Kip Ferguson as we wander through this bustling marketplace, uncovering the flavors, sights, and sounds that make it a cornerstone of Moroccan culture. From sizzling street food to aromatic spices, we'll e…
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Join us on this Storytelling Sunday as we toss up a delightful narrative on the Caesar Salad, a culinary classic. We'll unravel the surprising origins of this iconic dish, exploring how it transcended from a serendipitous creation to a global salad sensation. Dive into the mix of historical anecdotes, cultural insights, and delectable descriptions …
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Join host Kip Ferguson on 'Culinary Cuisine Journey' for a Sustainable Saturday episode exploring Canada's Local Food Movements. Discover the rise of farm-to-table practices and community agriculture, and their impact on Canada's diverse regions. Uncover the environmental and economic benefits of local food systems and innovative agricultural pract…
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In this episode of "Culinary Cuisine Journey: Fusion Friday," host Kip Ferguson delves into the captivating world of British-Indian cuisine, focusing on the birth and evolution of Balti cuisine. Originating in the UK, Balti cuisine is a unique blend of traditional Indian cooking techniques and British tastes, primarily developed by Indian immigrant…
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In this World Wide Wednesday episode of 'Culinary Cuisine Journey', join host Kip Ferguson as we embark on a global expedition to explore the rich and diverse traditions of tea around the world. From the serene tea gardens of Japan to the bustling streets of Morocco, we'll discover how this ancient beverage is more than just a drink; it's a ritual,…
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In this Travel Tuesday episode of 'Culinary Cuisine Journey', join host Kip Ferguson as we embark on a gastronomic tour across Spain. We'll dive into the diverse and vibrant culinary landscape of this beautiful country, exploring its rich flavors, traditional dishes, and regional specialties. From the bustling tapas bars of Madrid to the seafood ha…
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Tu and Lei start the podcast out with some of their family traditions for Lunar New Year. They then move onto unpacking January sales numbers and emphasizing the MoM comparisons not that important due to Lunar New Year being in January last year. Tu anticipates what we should see in March and beyond depending on how panicked the OEMs will be coming…
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In this Market Monday episode of 'Culinary Cuisine Journey', join host Kip Ferguson as we wander through the bustling stalls of Marché Bastille, one of Paris's most vibrant and historic outdoor markets. Nestled in the heart of the city, Marché Bastille is a treasure trove of French culinary delights, from artisan cheeses to fresh baguettes, and an …
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