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#35 - Michael Fritzell, Asian Century Stocks
Manage episode 314815539 series 2903307
Content provided by Jeff Feiwell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Feiwell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
A conversation with Michael Fritzell, author of Asian Century Stocks, on Asian markets and geopolitics
Bio
Michael Fritzell is a Singapore-based analyst and the author of Asian Century Stocks. He's worked as an analyst and co-portfolio manager in Asia for well over a decade.
Times
- 0:15 - Intro
- 0:55 - What is Asian Century Stocks & intro to Michael
- 4:15 - Chinese politics
- 8:15 - Michael’s media diet (east vs west)
- 10:45 - Parsing out the truth in media
- 13:15 - Evergrande
- 19:15 - Which sectors in the Asian-Pacific is Michael bullish on?
- 21:45 - Covid recovery in Asia
- 27:15 - Specific equites
- 32:15 - The Chinese sphere of influence & Taiwan
- 39:15 - What’s going on with Hong Kong?
- 43:45 - China
- 49:45 - How to sift through and find truth in Chinese “official” reports and data
- 53:45 - Is the 21st century the Asian century?
- 56:15 Sections of Asian Century Stocks
Links
39 episodes
Share
Manage episode 314815539 series 2903307
Content provided by Jeff Feiwell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Feiwell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
A conversation with Michael Fritzell, author of Asian Century Stocks, on Asian markets and geopolitics
Bio
Michael Fritzell is a Singapore-based analyst and the author of Asian Century Stocks. He's worked as an analyst and co-portfolio manager in Asia for well over a decade.
Times
- 0:15 - Intro
- 0:55 - What is Asian Century Stocks & intro to Michael
- 4:15 - Chinese politics
- 8:15 - Michael’s media diet (east vs west)
- 10:45 - Parsing out the truth in media
- 13:15 - Evergrande
- 19:15 - Which sectors in the Asian-Pacific is Michael bullish on?
- 21:45 - Covid recovery in Asia
- 27:15 - Specific equites
- 32:15 - The Chinese sphere of influence & Taiwan
- 39:15 - What’s going on with Hong Kong?
- 43:45 - China
- 49:45 - How to sift through and find truth in Chinese “official” reports and data
- 53:45 - Is the 21st century the Asian century?
- 56:15 Sections of Asian Century Stocks
Links
39 episodes
All episodes
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Similar to The Narrative Monopoly
End of Western Civilization got you down? All is tickety-boo on The Andrew Klavan Show as Andrew laughs his way through Armageddon with political satire, cultural commentary, interviews and relentless mockery of racial pieties, sexual perversities, and feminist absurdities. Fridays at 8:30pm ET | 5:30pm PT.
…
continue reading
Mark Levin is one of the hottest talk radio hosts in America. A prominent conservative commentator, best-selling author and constitutional scholar, Mark offers fresh takes on daily news headlines and dissects important events of the day. Heard weeknights on nearly 400 radio stations, Levin is loved in every corner of America. He cuts through the noise with his passion and intellect, often saying things others won’t. Or as Mark himself would declare: “That’s right. I said it!”
…
continue reading
The Slate Daily feed includes new episodes from more than 30 shows in the Slate Podcast Network. You'll get thought provoking analysis, storytelling, and commentary on everything from news and politics to arts, culture, technology, and entertainment. Discover new shows you never knew you were missing.
…
continue reading
Anderson Cooper brings you highlights from CNN's premier nightly news program AC360.
…
continue reading
Tough decisions rattle us all to the core. But for our guests on One Decision— the choices they are up against can also shape history. No pressure! They take us through all of their doubts, emotions and—sometimes unexpected--consequences. A fresh take on foreign policy. Hear the former head of Mi6, Sir Richard Dearlove alongside international journalists as they analyse, interview, and discuss.
…
continue reading
KQED's statewide radio news program, providing daily coverage of issues, trends, and public policy decisions affecting California and its diverse population.
…
continue reading
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
…
continue reading
Montgomery & Co. is a weekly podcast where WNBA champion and part-owner of the Atlanta Dream Renee Montgomery is joined by her mother Bertela Montgomery, her sister Nicole Young and her wife Sirena Grace as they chart a unique path through the business world as four black and brown women keeping their family first at all times. Both insightful and compelling, this one-of-a-kind talk show combines interviews with some of the world’s top innovators & entrepreneurs with sports and culture conve ...
…
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Welcome to Crimetown, a series produced by Marc Smerling and Zac Stuart-Pontier in partnership with Gimlet Media. Each season, we investigate the culture of crime in a different city. In Season 2, Crimetown heads to the heart of the Rust Belt: Detroit, Michigan. From its heyday as Motor City to its rebirth as the Brooklyn of the Midwest, Detroit’s history reflects a series of issues that strike at the heart of American identity: race, poverty, policing, loss of industry, the war on drugs, an ...
…
continue reading
Unseeable forces control human behavior and shape our ideas, beliefs, and assumptions. Invisibilia—Latin for invisible things—fuses narrative storytelling with science that will make you see your own life differently.
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
