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E:32 VC Dynamics | SEA Billion-$ Trends | China: Bull vs Bear | Monopoly Philosophy & DEI Debate
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E:32 takes a deep dive into the dynamic world of venture capital in Southeast Asia, examining the future of billion-dollar industries including digital banking and the rapidly growing electric vehicle market. We also explore the intricacies of the US industrial real estate sector and speculate on where the next 100 billion dollars will be invested in Asia. We then delve into an in-depth analysis of China's economic landscape, as we debate the bull and bear cases, shedding light on market growth, technological advancements, and geopolitical nuances. Additionally, we unpack the complex philosophy of monopolies and their global impact. Finally, join us for a critical discussion on DEI (Diversity, Equity, and Inclusion), as we dissect the balance between equal opportunities and outcomes. Understand the multifaceted implications of DEI in both Western and Asian contexts and how it shapes business, societal norms, and diversity efforts across industries Raw Transcript: https://share.descript.com/view/0ovafvRPYDF Substack: https://llbpod.substack.com/p/e32 Timestamps: 0:00 E:32 VC Dynamics | SEA Billion-$ Trends | China: Bull vs Bear | Monopoly Philosophy & DEI Debate 01:22 Dave's Perspective From Raising Money From Family Offices And LPs 08:26 The Change From VC Momentum Trading to Investing 13:15 DPI for Southeast Asia 15:34 Identifying Southeast Asia's Next $10 Billion Business Opportunities 17:53 Who Is The Leader In Digital Banking 24:12 Forecasting the $100 Billion Surge in Electric Vehicle Market 24:49 Bull Vs Bear Case For China 32:46 Philosophy Of Monopolies - West Vs East 51:47 DEI (Equal Opportunities vs Equal Outcomes) 58:45 Momentum Works Is 85% Female 01:01:36 Implications of DEI 01:03:14 How Did We Get Here With DEI? 01:07:55 Equal Opportunity vs Equal Outcome - Malaysia vs Singapore 01:11:43 Gell-Mann Amnesia Effect 01:13:25 Modern Critical Thinking & Journalism 01:20:48 Practice DEI Pragmatically 01:22:33 Pre-Show Talk
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