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
Mastering Leadership: Key Coaching Insights from 40+ CEOs & Entrepreneurs Monthly | E:41
Exploring Asia's Economic & Cultural Power | E:40
Understanding China & China Understanding The World - Building Cross-border Trust | E:39
Taylor Swift Super Stonks Singapore's GDP | E:38
Licensing HASBRO I.P. in Southeast Asia | E:37
Ground Zero Insights Direct From China - Business Sentiment & Chinese Global Expansion | E:36
Sora MURDERED your A.I. startup & is Temu a SCAM or GENIUS | E:35
Buy lots of LAND? OR lots of A.I. SEX ROBOTS? | E:34
TRUMP & The Future of Vietnam | E:33
E31: Population Impact & China's Future | War Over Taiwan | The Future of Education | China Outlook
E:30 - TikTok Live Selling Deep Dive, Taiwan Elections Implications, Forgotten Ukraine & More
E:29 Last EP of 2023 - Commercial Real Estate, Debt & MMT, Hollyood Strike, Nvidia, State of China
E28: Personal Updates, Outlook for 2024, Lazada Layoffs, State of E-commerce, Long Term Thinking
The AI Imperative of our Lifetime | E:27
Rejecting the Status Quo - Geopolitics, Gdex Diversifies, Palm Oil Industry in 2023, Is Crypto Trading Profitable? Can The Layman Use AI?
E25: LLB - Open Jam - Global Macro, AI Brief, Evolution of GameFi & SocialFi, Angel Investing in Web3 2023, Where are the VCs? Crypto Regulation
E24: LLB - 2022 Recap/Review, Groceries, 15 min deliveries, Food Tech, Saas Payments, VC in SEA, Money & Talent, ChatGPT Trends, Personal Updates
E23: LLB - Invest in Malaysia, Non-Tech Opportunities in SEA, Bubble Tea, Supply Chain Innovation, FoodTech (Grab, GoTo, FoodPanda, Delivery Hero), China CCP - No More Covid
E22: LLB - Bridging DeFi, Harsh Crypto Risks, Real Crypto Use Cases, ”Trust Me Bro”, FTX Silver Lining, Quidli - Future Work
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