Informazioni su questo podcast
Conversations on business and investing with Graham Rhodes, Founder and CIO of Longriver Investment Partners Limited.
Episodi
I 20 episodi più recenti su 33
- Dan Rupp - Building Parkway Capital · 32 minI spoke with Dan Rupp, founder and CIO of Parkway Capital, about what it means to leave a respected institution, launch a fund in the teeth of an Asian bear market, and build an…
- Research Alpha - No One Left to Sell, Revisited · 32 minI spoke with Michael McGaughy, founder and CIO of Research Alpha, about what it means to invest where crisis, illiquidity, and institutional abandonment have driven valuations to…
- Caledon Investment Partners - Hyperscaler Capex is Hitting Physical Limits · 48 minI spoke with Brian Mushonga and Will Thrower, two members of the three-person team at Caledon Investment Partners, about a recent memo they published titled ‘Hyperscaler Capex is…
- Pandawatch88 - A Hitchhiker's Guide to the China Stock Galaxy · 40 minI spoke with Enrique Becerra (aka @pandwatch88) about a presentation he recently published, titled “A Hitchhiker’s Guide to the China Stock Galaxy: 2026-2030”. It is a…
- Jevgenijs Kazanins - Wise is the modern Citi · 58 minI spoke with Jevgenijs Kazanins about Wise plc, exploring his thesis that Wise has built the modern version of Citi: a global platform capable of serving customers locally…
- Lizzie Chan & Graham Rhodes - An Update on Longriver · 27 minI received great feedback for a podcast I recorded with my wife Lizzie in 2022 as I was setting up this company. To mark Longriver’s third anniversary, she kindly agreed to…
- TP Huang - BYD's Electric Dreams · 1 h 1 min · Stagione 1 Episodio 1I spoke with analyst TP Huang about BYD, exploring his writing and analysis of the company, electrification and China's new industrial revolution. If you are interested in these…
- Eric Markowitz - From Crisis to Clarity · 51 minI spoke with Eric Markowitz, Partner and Director of Research at Nightview Capital, about an essay he published this year titled, “How a brush with death shaped my long game”…
- Brian Mushonga & James Hull - Bottlenecks · 58 minI spoke with Brian Mushonga and James Hull, co-Founders of the Caledon Energy Transition Fund, about their backgrounds, their partnership and their investment strategy. We used…
- Daye Deng - Divergent Paths · 1 h 0 minI spoke with Daye Deng (邓达业), author of the East Asia Stock Insights substack, about the Chinese sportswear industry and two of its leading players, Anta and Li Ning. We began…
- Jesús Rodriguez - Accepting Trade Offs · 1 h 12 minMy guest is Jesus Rodriguez, author of the Dungeon Investing substack, where he writes about miniatures, video games, tabletop games, comics, RPGs and investing. In this…
- Ali Gündüz - Unlocking Evolution · 1 h 2 minMy guest is Ali Gündüz, a private investor from Berlin who closely follows Evolution AB, the Swedish B2B gambling services company. In this conversation, we discuss what we…
- Ethan Robertson - A Window into China's NEVs · 1 h 1 minMy guest is Ethan Robertson, host of Wheelsboy, the leading English-language automotive reviewer in China, about China's Cambrian Explosion of New Energy Vehicle manufacturers…
- Shree Viswanathan - Let The Process Lead You · 1 h 5 minMy guest is Shreekkanth Viswanathan ("Shree"), Founder and Portfolio Manager of SVN Capital, a Chicago, USA-based investment manager. In this conversation, we briefly cover…
- Wayne Jones - Building A Jigsaw · 57 minMy guest is Wayne Jones, co-Founder and Portfolio Manager of the Ganes Focused Value Fund, a Brisbane, Australia, based investment manager. In this conversation, we cover how…
- Charles Yu - Gaming Regulation in China · 34 minFollowing the publication of the sixth edition of Pillar Legal's primer on the regulation of China's gaming industry, I spoke with Charles Yu (俞超), a partner at the firm and head…
- Rob Sheridan - Seeing Around Corners · 44 minI spoke with Rob Sheridan, Founder of Uluwatu Limited, a Hong Kong based investment manager about how he's using his experience working at Global Endowment Management and Ward…
- Daan Steenkamp - A More Robust Forecast · 42 minMy guest today is Dr. Daan Steenkamp, CEO of startup Codera Analytics and formerly Lead Economist and Head of the Research Unit at the South African Reserve Bank. We tackle two…
- Graham Rhodes - Introducing Longriver · 25 minThis time it's my turn in the hot seat! My wife Lizzie suggested she interview me for some early thoughts on Longriver, and to let me introduce myself and what I'm building. We…
- Will Thrower - China Renewables · 37 minWill Thrower is back for a second interview. We cover how his research into Tesla took him to China's renewable energy industry; how China has emerged as the critical link in the…
