Episodios
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Timen is the founder at Lacàph, a fast-growing Vietnamese coffee brand, that is starting to export into new markets in Asia Pacific and around the world. Besides this he is a board member in companies in residential real estate development and software SaaS solutions. He has been in Vietnam since 2007, but is a proud Dutch person that happens to have lived in the USA and Vietnam longer than any period of time in Holland.
In this conversation, we cover the coffee scene in Vietnam, building a brand, and his story and journey of Lacaph.
I hope you enjoy my conversation with Timen Swijtink.
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep65
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Show Notes:
[00:00:31] - [First question] - Timen’s Background and Lacàph
[00:06:47] - Developing the story and branding for Lacàph
[00:10:20] - The process and thoughts behind a packaging redesign
[00:13:39] - How to get products listed in retail
[00:18:10] - As a nimble startup, how do you choose what ideas to focus on?
[00:22:12] - How to collaborate and learn from others as an entrepreneur
[00:24:24] - The coffee culture in Vietnam and how it’s changed
[00:27:26] - Robusta vs Arabica Beans and where Vietnam fits in
[00:32:53] - Lacàph’s relationship with farms and Vietnamese Coffee farmers
[00:39:03] - How to be a good storyteller without sounding corny
[00:44:43] - High quality coffee in Vietnam
[00:46:58] - How much coffee does Timen drink?
[00:50:19] - The decaf coffee process
[00:52:05] - Timen’s big influences
[00:57:57] - Wrapping up
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Connect with Timen:
Lacàph: https://www.lacaph.com/
Timen’s blog: https://www.robustarevolution.com/
Follow Timen on Instagram: https://www.instagram.com/timenswijtink/
Connect with Timen on LinkedIn: https://www.linkedin.com/in/timenswijtink/
Email Timen: timen [ @ ] lacaph.com
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Mentioned/Recommended Content:
Timen’s Interview on Nonnative Creative: https://www.youtube.com/watch?v=pqQD8O-I9lE
Sonny's Best Ever Coffee (US only): https://bestevercoffee.lacaph.com/
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Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/
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Stay Connected with Compounding Curiosity:
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/
Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/
Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/
Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/
Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/
Join the DISCORD: https://discord.gg/NPVNPVsCYb
Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49
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Simon Torring is the Co-founder of Cube Asia, a market insights company for online retail in Southeast Asia. Cube Asia helps brands, retail companies, and investors drive profitable growth by leveraging more recent, granular, and reliable data and insights about their online sales channels.
In this conversation, we cover eCommerce in Southeast Asia. From Sea’s struggles with Shopee, to the inevitable rise of TikTok shop, if it concerns eCommerce in Southeast Asia, we have it covered.
I hope you enjoy my conversation with Simon Torring.
This collaboration between Smartkarma and Compounding Curiosity was created to surface the high-quality expertise and analytical strength of the Smartkarma Independent Investment Network, and leverage that into the popular podcast format we all know and love!
Be sure to check out Smartkarma at www.smartkarma.com/signup, where it’s free to signup.
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep64
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Show Notes:
[00:01:43] - [First question] - Simon’s history with Southeast Asia and starting Cube Asia
[00:03:14] - The challenges of Data collection
[00:05:36] - Finding data but also being able to integrate it
[00:07:50] - Snapshot of where Social Commerce is at right now
[00:10:22] - The rise of TikTok Shop
[00:13:08] - Global Brands and TikTok Shop
[00:16:52] - Where might TikTok Shop be going wrong?
[00:23:38] - How has Shopee been able to grow its GMV meaningfully between Q1 and Q2, whereas Lazada and Tokopedia have been sort of struggling to do so?
[00:30:58] - Differences between Shopee, Lazada, and Tokopedia
[00:35:13] - Why Shopee's position in Indonesia, historically one of its key growth markets has sort of deteriorated since September 2022
[00:37:53] - eCommerce’s remaining growth in Southeast Asia
[00:40:27] - Wrapping up
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Connect with Simon:
Cube Asia: https://cube.asia/
Connect with Simon on LinkedIn: https://www.linkedin.com/in/simontoerring/
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Mentioned/Recommended Content:
Social Commerce in Southeast Asia 2022 Report: https://cube.asia/social-commerce-report/
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Smartkarma:
https://www.smartkarma.com/signup
Follow Smartkarma on TWITTER: https://twitter.com/smartkarma
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Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/
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Stay Connected with Compounding Curiosity:
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/
Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/
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Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/
Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49
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¿Faltan episodios?
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Johan Rozali-Wathooth is the Founder and Chief Executive Officer of Bintang Capital Partners. Bintang believes in the importance of deploying capital in an innovative, responsible and sustainable way, while still pursuing outsized risk-adjusted returns. Bintang is also now the first private equity firm in Southeast Asia to earn B Corp Certification! So in this conversation, we cover private equity investing in Malaysia, and investing with impact.
A super fun and varied conservation, so I hope you enjoy my interview with Johan Rozali-Wathooth.
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep63
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Show Notes:
[00:00:31] - [First question] - Background
[00:03:44] - How has a varied experience helped in private equity investing?
[00:06:08] - Advice for those early in their career looking to break into the PE scene?
[00:09:51] - Having a purpose in Private Equity Investing
[00:15:39] - Bintang’s investment process
[00:20:53] - Bintang’s role post-investment?
[00:23:49] - B Corp Certification and Reception
[00:26:31] - What’s next for Bintang?
[00:31:46] - How to approach exits in PE?
[00:36:10] - What do other PE shops think about what they’re doing?
[00:40:58] - The private market space in ASEAN,
[00:43:56] - Underrated experience for university-age students?
[00:49:08] - Influential people or books?
[00:54:29] - Wrapping up
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Connect with Johan:
Bintang Capital’s Website: https://www.bintangcapitalpartners.com/
Connect with Johan on LinkedIn: https://www.linkedin.com/in/johanrw
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Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/
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Stay Connected with Compounding Curiosity:
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/
Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/
Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/
Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/
Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/
Join the DISCORD: https://discord.gg/NPVNPVsCYb
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Tim Bunting is a practising yamabushi from New Zealand, having moved to the Shonai region of Yamagata, Japan, in 2010. Describing a yamabushi is hard, because the only way to really understand what yamabushi are, is to become one yourself. But, essentially Yamabushi are the mountain dwellers of Japan, practitioners of the ancient belief of Shugendo, the way (do) of attaining divine natural powers (gen) through ascetic practices (shu).
I hope you enjoy my conversation with Tim Bunting.
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep62
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Show Notes:
[00:00:31] - [First question] - How Tim ended up in Japan
[00:08:09] - What type of people try yamabushi training?
[00:14:40] - Why the secrecy around yamabushi and their training?
[00:18:09] - How do you learn to listen to nature?
[00:22:35] - What does the future of yamabushi look like?
[00:30:42] - Where does Tim’s love of nature stem from?
[00:31:56] - Why are there no full-time yamabushi?
[00:35:26] - yamabushi and how it incorporates into daily life?
[00:37:18] - Anything Tim wished more people knew about yamabushi
[00:42:02] - Wrapping up
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Connect with Tim:
Tim’s Newsletter: https://kiwiyamabushi.substack.com/
Tim’s Blog: https://timbunting.com/
Tim’s YouTube Channel: https://www.youtube.com/@kiwiyamabushi
Follow Tim on Instagram: https://www.instagram.com/kiwiyamabushi/
Follow Tim on Twitter: https://www.instagram.com/kiwiyamabushi/
Connect with Tim on LinkedIn: https://www.linkedin.com/in/kiwiyamabushi/
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Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/
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Stay Connected with Compounding Curiosity:
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/
Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/
Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/
Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/
Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/
Join the DISCORD: https://discord.gg/NPVNPVsCYb
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Jorge Almazán is a Tokyo-based architect and a researcher and an educator at the graduate Center for Space and Environment Design Engineering at Keio University, where he leads Studiolab, a university-based collaboration platform dedicated to design innovation and research.
He is also the author of Emergent Tokyo: Designing the Spontaneous City, which is the focus of this interview.
In this conversation, we cover Tokyo’s design, Yokocho alleyways, public spaces in Tokyo, and plenty more!
I hope you have as much fun as I did, so please enjoy my conversation with Jorge Almazán.
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep61
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Show Notes:
[00:00:31] - [First question] - Jorge’s background with Japan
[00:03:59] - “Made in Tokyo” and its influence on Jorge
[00:07:44] - The process for writing Emergent Tokyo
[00:13:07] - Describing Tokyo’s 5 Emergent Patterns
[00:18:52] - Jorge’s personal favourite emergent pattern
[00:21:28] - The beauty of smaller spaces
[00:30:48] - “Designing the Spontaneous City” and the contradictions there
[00:36:15] - Tokyo’s Neighbourhoods and housing affordability
[00:51:20] - Why the lack of benches and seating in public spaces in Tokyo?
[01:01:08] - Trying to formulate a model of emergent urbanism based on Tokyo.
[01:08:49] - Wrapping up
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Connect with Jorge:
Jorge Almazán Architects’ Website: https://www.jorgealmazan.net/
Jorge Almazan Studiolab YouTube: https://www.youtube.com/channel/UCj2AfrCOYhgwLW7cSreSQ8g
Connect with Jorge on LinkedIn: https://www.linkedin.com/in/jorge-almaz%C3%A1n-a07038199/
Connect with Jorge on Twitter: https://twitter.com/J_Almazan_Arch
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Mentioned/Recommended Content:
Emergent Tokyo: Designing the Spontaneous City: https://amzn.to/3M7rwu0
Made in Tokyo by Junzo Kuroda & Momoyo Kaijima: https://amzn.to/430FkNg
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Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/
------
Stay Connected with Compounding Curiosity:
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/
Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/
Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/
Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/
Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/
Join the DISCORD: https://discord.gg/NPVNPVsCYb
Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49
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Adam Fulford is the founder and CEO of Fulford Enterprises, which is a language services company. Fulford Enterprises works mainly in TV, providing translation, narration and other services to NHK and related companies.
Adam is also active as a cross-cultural consultant who places a special emphasis on the value of regional Japan, which we focus on a lot today.
In this super fun conversation, we cover Adam’s life and career in Japan, and go deep in Japanese community values, the challenges their facing, and how they may solve it.
I hope you enjoy my conversation with Adam Fulford.
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep60
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Show Notes:
[00:00:31] - [First question] - Adam’s history with Japan
[00:03:18] - How did Adam get involved with NHK
[00:04:28] - How I decided on the name Compounding Curiosity and how I started
[00:06:17] - What type of work was involved with NHK?
[00:09:27] - Adam’s work of regional revitalization in Japan,
[00:45:30] - When judging the contest for what makes a good village, what were some of the criteria that they were looking for?
[00:47:44] - The nature of doing, the nature of being, and the nature of knowing
[00:53:01] - Final Advice
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Connect with Adam:
Fulford Enterprises: https://fulfordent.com/
Connect with Adam on LinkedIn: https://www.linkedin.com/in/japanfan
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Mentioned/Recommended Content:
Video Bento: Resilience Values: https://youtu.be/2CutakIP-ig
My Shuraku Nakatsugawa: https://ms-nakatsugawa.com/
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Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/
------
Stay Connected with Compounding Curiosity:
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/
Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/
Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/
Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/
Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/
Join the DISCORD: https://discord.gg/NPVNPVsCYb
Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49
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Brittany Garbutt is the founder of Pretzel Australia. Pretzel has 11 stores across Australia, a business turnover of more than $5 million a year and over 300 staff.
In addition to Pretzel, she’s also the founder of Voodoo Cafe, Voodoo Priestess, and Chubby Boy Breakfast and Bar. But I'm (k)not joking, the pretzels are beyond amazing. So pretty stoked I got to interview Brittany!
In this interview, we cover the story of starting up with her life savings invested in a pink shipping container selling pretzels, managing store expansion right as the pandemic started, and lessons learned along the way.
Incredibly fun conversation this one, Britt’s energy is infectious, but fair warning, a few F-bombs will be dropped so don’t say I didn’t warn ya!
But please enjoy my conversation with Brittany Garbutt.
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep59
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Show Notes:
[00:00:31] - [First question] - How Britt started Pretzel
[00:05:38] - When did she feel she was onto something?
[00:09:28] - Interesting notes about store layout
[00:11:27] - The challenges of driving demand through Instagram
[00:17:26] - Advertising off from Social Media
[00:20:16] - Talking about the expansion from Perth to Melbourne
[00:29:48] - The hospitality industry culture of having a crack
[00:34:27] - How to juggle multiple brands and stores
[00:38:14] - Being honest about her work
[00:44:04] - The challenges of asking for money
[00:47:06] - About Mentors
[00:51:10] - Perth, blessing or a curse?
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Connect with Brittany:
Pretzel Australia: https://www.pretzelaustralia.com.au/
Connect with Brittany on LinkedIn: https://www.linkedin.com/in/brittany-garbutt-10557a48/
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Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/
------
Stay Connected with Compounding Curiosity:
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/
Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/
Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/
Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/
Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/
Join the DISCORD: https://discord.gg/NPVNPVsCYb
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In this conversation, we do deep dive into the bursting of Japan’s economic bubble in the ‘90s. Uncovering Japan's lost decade, the tragic tale of the economic bubble burst and its consequences
Joining me for this deep dive is friend and previous guest, Rei Saito (@Misosoppa). Rei is the writer behind Konichi-Value. Konichi-Value aims to share my most valuable lessons from working in Japanese finance, and gold nuggets in the Japanese stock market.
So please enjoy this deep dive into the bursting of Japan’s economic bubble with Rei Saito from Konichi-Value.
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep58
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Show Notes:
[00:00:31] - [First question] - Why write about Japan’s Lost Decade?
[00:02:38] - Rei’s memories of the bubble
[00:05:07] - How did Japan’s bubble develop?
[00:11:34] - As the bubble popped, how did the Japanese government step in and what did they do?
[00:13:08] - Japanese Banks and the bubble
[00:16:20] - The fiscal structural reform law and why it stunted Japan's recovery
[00:18:48] - How intertwined Governments and Corporations were
[00:24:52] - Judging Japan’s recovery
[00:29:25] - The media’s portrayal of Japan
[00:31:48] - Wrapping up
[00:32:56] - Extra resources to understand Japan’s Bubble years
[00:34:33] - Rei’s upcoming work
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Connect with Rei:
Konichi-Value’s Newsletter: https://www.konichivalue.com/
Love Public Transit’s Newsletter: https://lovetransit.substack.com/
Follow Rei on Twitter: https://twitter.com/misosoppa
Connect with Rei on LinkedIn: https://www.linkedin.com/in/rei-saito/
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Mentioned/Recommended Content:
Japan's Bubble-Burst: The Party That Wasn't Supposed to End: https://www.konichivalue.com/p/japans-bubble-burst-the-party-that
Japan's Lost Generation: The Silent Sufferers that Grew up in Post-Bubble Japan: https://www.konichivalue.com/p/japans-lost-generation-the-silent
Princes of the Yen by Richard Werner: https://amzn.to/41jnZ17
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Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/
------
Stay Connected with Compounding Curiosity:
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/
Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/
Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/
Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/
Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/
Join the DISCORD: https://discord.gg/NPVNPVsCYb
Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49
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Sarah Clarke is an award-winning journalist, TV presenter and media facilitator now based in Australia.
Sarah spent 8 years living and working in Hong Kong and is now a freelance correspondent with Al Jazeera English covering major stories across Australia and Asia-Pacific.
But selfishly, most exciting for me which I’ll detail in our conversation, Sarah was the Executive Producer and Presenter of the popular TV series "AusBiz Asia" broadcast on ABC that profiled successful Australian businesses kicking goals on the international scene.
In this conversation, we cover Journalism in Asia, and my favourite TV show of all time, AusBiz Asia.
I hope you enjoy my conversation with Sarah Clarke.
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep57
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Show Notes:
[00:00:31] - [First question] - Sarah’s Background
[00:04:32] - How did AusBiz Asia start?
[00:07:10] - How do you book guests for a TV program?
[00:10:57] - What makes a good story?
[00:12:44] - What got left on the cutting room floor?
[00:13:52] - Pre-screened guests?
[00:14:44] - The timeline for producing an episode
[00:17:27] - How to gauge feedback for a TV show?
[00:20:35] - Hong Kong and how it’s changed
[00:22:01] - Fondest memories of the show and Hong Kong?
[00:23:22] - Advice for people starting out
[00:26:21] - Will there be an AusBiz Asia season 2?
[00:29:08] - Wrapping up and closing questions
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Connect with Sarah:
Follow Sarah on Twitter: https://twitter.com/sarahclarkeaus
Sarah’s Website: https://www.sarahclarkemedia.com/
Connect with Sarah on LinkedIn: https://www.linkedin.com/in/sarah-clarke-9211872/
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Stay up to date with the podcast by signing up to the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/
------
Connect with Kalani:
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/
Visit the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/
Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/
Sign up for Allocators Asia: https://KalaniS.substack.com/
Join the DISCORD: https://discord.gg/NPVNPVsCYb
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Erik is the owner and creator of the Rice Noodles YouTube channel, where he shares everything Taiwan, from street food to normal food, culture, history and just general interesting and idiosyncratic things.
In this long and fun conversation, we cover filmmaking, the beast that is YouTube, and of course, Taiwan.
A different style of episode to my usual, so curious to hear any feedback but I hope you enjoy my conversation with Erik from Rice Noodles!
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep56
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Show Notes:
[00:02:02] - Taiwan Tales
[00:07:04] - Erik’s backstory
[00:14:34] - What is the Rice Noodles YouTube Channel?
[00:24:42] - Culture
[00:33:16] - Filmmaking
[00:37:34] - Anthony Bourdain
[00:53:41] - Approaching people to make YouTube videos about
[00:56:30] - Erik’s influences on filmmaking and YouTube
[01:05:38] - Cinematography
[01:14:05] - Influences and inspirations again
[01:32:32] - Being creative and unlocking that
[01:45:00] - Why the name Rice Noodles? (+ food chat)
[01:53:55] - Wrapping up
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Connect with Rice Noodles :
Rice Noodles on YouTube: https://www.youtube.com/@RiceNoodlestw/about
Follow Rice Noodles on Twitter: https://twitter.com/ricenoodlestw
------
Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/
------
Stay Connected with Compounding Curiosity:
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/
Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/
Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/
Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/
Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/
Join the DISCORD: https://discord.gg/NPVNPVsCYb
Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49
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In this conversation, we cover the business of Bukalapak, who they are, their valuation, and interestingly, the role of the Salim group in both Bukalapak and the wider ASEAN economy.
Joining me to discuss and dive deep into Bukalapak’s business is Aaron Pek, the author of Value Investing Substack, and not surprisingly, a Value Investor in ASEAN.
Super interesting and very valuable, I hope you enjoy this deep dive on Bukalapak with Aaron Pek.
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep55
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Show Notes:
[00:00:31] - [First question] - Bukalapak’s business model
[00:03:02] - What is a Warung?
[00:04:39] - What problem does Bukalapak solve, and why does this problem persist?
[00:08:22] - The rise of Indonesia and what this means for Bukalapak
[00:12:23] - Bukalapak’s relationship with The Salim Group
[00:17:50] - Chinese tycoons and the influence on the ASEAN economy
[00:22:33] - Bukalapak’s valuation and opportunity
[00:26:22] - The Macroeconomic context of Indonesia with Indo-Pacific
[00:32:13] - Wrapping up
------
Connect with Aaron:
Subscribe to Value Investing Substack: https://valueinvesting.substack.com/
Connect with Aaron on LinkedIn: https://www.linkedin.com/in/aaronpek/
Connect with Aaron on Twitter: https://twitter.com/ValueInvestingZ
Aaron’s previous Interview on Compounding Curiosity: https://compoundingpodcast.com/ep7/
------
Mentioned/Recommended Content:
BUKALAPAK 2077: The Future Pinduoduo of ASEAN's China (Part 1): https://valueinvesting.substack.com/p/bukalapak1
BUKALAPAK: Retail Empire of the Overseas Chinese (Part 2): https://valueinvesting.substack.com/p/bukalapak2
BUKALAPAK x SALIM: Planning for Indo-Pacific Domination (+China!): https://valueinvesting.substack.com/p/bukalapak3
------
Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/
------
Stay Connected with Compounding Curiosity:
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/
Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/
Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/
Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/
Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/
Join the DISCORD: https://discord.gg/NPVNPVsCYb
Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49
-
Peter Douglas is the senior executive of kk Nozawa Hospitality, a boutique provider of accommodation services in the unique mountain village of Nozawa Onsen. He is responsible for funding and financial strategy.
In this super fun conversation, we cover the Japanese onsen tourism industry, Nozawa hospitality, and his transition from the financial services and asset management industry to hospitality in Japan and the story there.
I hope you enjoy my conversation with Peter Douglas.
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep53
------
Show Notes:
[00:00:31] - [First question] - Peter’s and Nozawa’s Background
[00:02:40] - Why did Peter go from Finance to Hospitality and from Singapore to Japan?
[00:05:54] - And did his skills transfer?
[00:07:23] - What’s it like running a large accommodation provider in a small village?
[00:10:12] - Comparing domestic and foreign tourism for Nozawa Onsen
[00:12:42] - How are Japanese online travel agents different?
[00:14:49] - The seasonality around ski mountain hospitality
[00:19:20] - Why diverse teams are more successful
[00:20:25] - Is the flight of rural residents to larger cities a problem?
[00:22:15] - How Nozawa navigated the past 3 years
[00:28:36] - The future of Nozawa
[00:31:00] - Most undervalued life experience?
[00:32:45] - Influential people or books?
[00:36:16] - How did Peter end up in Asia?
------
Connect with Peter:
Nozawa Hospitality: https://www.nozawahospitality.com/
Connect with Peter on LinkedIn: https://www.linkedin.com/in/peterdouglaspeterdouglas/
------
Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/
------
Stay Connected with Compounding Curiosity:
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/
Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/
Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/
Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/
Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/
Join the DISCORD: https://discord.gg/NPVNPVsCYb
Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49
-
Michael McGaughy is the Founder and Portfolio Manager of Research Alpha, a specialist fund which invests in the equity of unloved and out-of-favour quality companies in some of the world’s least expensive stock markets, like Uzbekistan, Argentina and Egypt.
In this conversation, we cover how he started and got interested in emerging markets, what investing in emerging markets involves, and a little bit about Uzbekistan.
I hope you enjoy my conversation with Michael McGaughy.
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep53
------
Show Notes:
[00:00:31] - [First question] - How Michael first made his way to Asia
[00:03:46] - How Michael became an Analyst in Indonesia in 1989
[00:06:44] - Private Equity in China in the mid 90’s
[00:09:09] - Developing comfort in investing in emerging markets
[00:13:45] - The Three things Mike looks for in an investment
[00:16:19] - How quickly do emerging markets rebound?
[00:18:33] - Difference between financial crisises and political crisises
[00:20:33] - Dealing with foreigner restrictions in emerging markets
[00:21:47] - Mike’s process for determining who owns what in an emerging market
[00:24:40] - The investment opportunity in Uzbekistan
[00:30:13] - Most undervalued life experience?
[00:32:38] - How does Mike navigate emerging markets and the language barrier?
[00:33:57] - Influential books or people?
[00:35:13] - Future plans?
------
Connect with Michael:
Follow Michael on Twitter: https://mobile.twitter.com/michaelmcgaughy
Connect with Michael on LinkedIn: https://www.linkedin.com/in/michael-mcgaughy-caia-647653/
Read Michael’s blog, Minority Report / 少數派報告: http://michaelmcgaughy.blogspot.com/
------
Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/
------
Stay Connected with Compounding Curiosity:
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/
Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/
Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/
Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/
Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/
Join the DISCORD: https://discord.gg/NPVNPVsCYb
Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49
-
My guest today is Yusno Yunos, founder and CEO of Evenesis. Evenesis is a complete cloud-based end-to-end event management system that integrates event planners, participants and suppliers.
In this conversation, we cover the events space, where it is and might be heading after the wild past few years, and also how the Metaverse may impact future events.
.
I hope you enjoy my conversation with Yusno Yunos.
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep52
------
Show Notes:
[00:00:31] - [First question] - The genesis for Evenesis
[00:02:41] - What was the events space like when Yusno started
[00:04:44] - Covid’s impact on Evenesis
[00:06:14] - Growth for Evenesis going forward
[00:07:46] - Business lessons from Covid
[00:08:54] - Evenesis's approach to rebranding
[00:10:43] - How have problems changed as Evenesis has matured?
[00:11:56] - Early days of Evenesis
[00:14:01] - How Evenesis found early customers
[00:17:27] - Misunderstandings around Evenesis and the events space
[00:18:33] - Evenesis and M&A
[00:20:52] - Evenesis and the Metaverse
[00:27:22] - Existential risks or challenges to Evenesis
[00:33:06] - Yusno’s favourite Michael Crichton book?
[00:33:44] - Yusno’s advice for university students
[00:34:24] - Influential books for Yusno?
------
Connect with Yusno:
Connect with Yusno on LinkedIn: https://www.linkedin.com/in/yusno
Evenesis’ Website: https://www.evenesis.com/
------
Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/
------
Stay Connected with Compounding Curiosity:
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/
Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/
Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/
Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/
Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/
Join the DISCORD: https://discord.gg/NPVNPVsCYb
Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49
-
My guest today is Bernard Leong (@bernardleong). Bernard is currently the group chief digital and information officer at a Singapore construction conglomerate. But also, is the founder of Analyse Asia, a weekly podcast on technology, business and media with notable industry players and thought leaders all over Asia.
In this conversation, we cover the podcast scene within Asia, why podcasts are harder in Asia-Pacific compared to the US, and solving podcast distribution and monetisation problems.
I hope you enjoy my conversation with Bernard Leong.
“Learn from everyone. Follow no one. Observe the patterns. Work like hell”
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep51
------
Show Notes:
[00:00:31] - [First question] - Bernard’s Background
[00:04:12] - Why podcasts are harder in Asia-Pacific
[00:06:47] - Charlie Rose’s interview style as an influence
[00:09:01] - The Shokunin method for running a podcast
[00:12:26] - Analyse Asia’s tools for creating a successful podcast
[00:17:28] - Why Bernard took a break from podcasting
[00:21:22] - Monetisation problems for APAC podcasts
[00:30:22] - Podcast subscriptions and what to offer
[00:32:31] - Finding and keeping a good podcast editor
[00:35:58] - Distribution problems for APAC podcasts
[00:41:06] - Doing in person interviews or live events?
[00:50:13] - Behind the scenes of Analyse Asia interviews
[00:54:31] - How to offer guests a seamless podcast experience
[00:56:00] - Life advice and wrapping up
------
Connect with Bernard:
Analyse Asia Website: https://www.analyse.asia/
Analyse Asia on Youtube: https://www.youtube.com/@AnalyseAsia
Analyse Asia on Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl
Analyse Asia on Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245
Follow Analyse Asia on Facebook: https://www.facebook.com/asiaanalyse
Follow Analyse Asia on Twitter: https://twitter.com/AnalyseAsia
Follow Bernard on Twitter: https://twitter.com/bernardleong
Connect with Bernard on LinkedIn: https://www.linkedin.com/in/bleongcw/
------
Mentioned/Recommended Content:
Acquired’s Tencent Episode: https://www.acquired.fm/episodes/season-3-episode-10-tencent
State of Analyse Asia in 2022: https://www.analyse.asia/state-of-analyse-asia-in-2022/
------
Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/
------
Stay Connected with Compounding Curiosity:
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/
Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/
Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/
Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/
Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/
Join the DISCORD: https://discord.gg/NPVNPVsCYb
Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49
-
My guest today is Jon from Asianometry (@asianometry), creator of the hugely popular Asianometry YouTube channel where he posts video essays on business, economics, and history within Asia.
In this conversation, we cover EUV Lithography, ASML, and everything in between from how it all works to their impact on the world and what it all means.
I hope you enjoy this deep dive on ASML & EUV Lithography Deep Dive with Asianometry.
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep50
------
Show Notes:
[00:00:31] - [First question] - What is EUV lithography, how does it work, and why is it important?
[00:06:14] - Who is ASML?
[00:07:49] - Can other companies make EUV machines? How big is that jump?
[00:11:17] - Describing the insanity of ASML’s EUV machines
[00:14:21] - ASML’s relationship with suppliers
[00:16:13] - ASML and vertical integration? Can they become a fab?
[00:18:06] - Is de-globalization a threat to ASML's asset-light model?
[00:18:43] - Why zero defectivity is one of EUV lithography’s key challenges to overcome
[00:21:46] - The insane mirrors in an EUV machine
[00:23:22] - Can we even build a simpler, cheaper EV machine?
[00:25:20] - What’s next after EUV?
[00:27:52] - What kind of threat is the emergence of 3D DRAM that places more emphasis on itching and other processes rather than lithography?
[00:31:40] - The power consumption problem for EUV machines
[00:32:52] - Talking about the insanity of TSMC’s fabs
[00:34:42] - Does it worry Jon how much of the world economy is dependent on so few companies?
[00:37:53] - Wrapping up
------
Connect with Asianometry:
Asianometry’s YouTube: https://www.youtube.com/c/Asianometry/featured
Follow Asianometry on Twitter: https://twitter.com/asianometry
Asianometry Newsletter: https://asianometry.substack.com/
Asianometry Podcast: https://anchor.fm/asianometry
------
Mentioned/Recommended Content:
ASML YouTube Playlist: https://www.youtube.com/playlist?list=PLKtxx9TnH76R3D0aXnw-IVVaA383XTfMv
------
Special thanks:
Many thanks to @Vathashimo on Twitter for contributing questions!
------
Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/
------
Stay Connected with Compounding Curiosity:
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/
Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/
Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/
Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/
Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/
Join the DISCORD: https://discord.gg/NPVNPVsCYb
Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49
-
My guest today is Sean Upton-McLaughlin (@SeanUM_China). Sean has spent over a decade working with Chinese companies throughout China, often in Chinese-only working environments, helping to improve their global marketing and communications. Now, based in Shenzhen, he continues to help Chinese technology companies bridge the business and cultural divides between China and the rest of the world.
In this conversation, we cover building a career in China and dealing with Chinese companies.
I hope you enjoy my conversation with Sean Upton-McLaughlin.
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep49
------
Show Notes:
[00:00:31] - [First question] - How did Sean first get involved with China?
[00:06:08] - Sean’s first experience working in China and how he got that job
[00:07:46] - How would Sean prepare differently if starting over?
[00:14:21] - What is China Speed?
[00:18:42] - Why work for a Chinese Company?
[00:19:58] - How can Chinese companies not shoot themselves in the foot?
[00:25:37] - Thoughts on China armchair experts?
[00:33:37] - What was working at vivo doing influencer relations like?
[00:38:12] - Aspects of Sean’s career in China that was everything he dreamed of, and any harsh realities?
[00:40:23] - Interesting anecdotes of life in China
------
Connect with Sean:
Sean’s Website: https://sean-uptonmclaughlin.com/
China Culture Corner: https://chinaculturecorner.com/
Follow Sean on YouTube: https://www.youtube.com/c/ChinaCultureCorner/
Follow Sean on Twitter: https://twitter.com/SeanUM_China
Follow Sean on Instagram: https://www.instagram.com/seanum_china/
Connect with Sean on LinkedIn: https://www.linkedin.com/in/chinatechpr/
------
Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/
------
Stay Connected with Compounding Curiosity:
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/
Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/
Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/
Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/
Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/
Join the DISCORD: https://discord.gg/NPVNPVsCYb
Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49
-
My guest today is Rajeev Mantri (@RMantri). Rajeev is the founder and managing director of India-focused venture capital firm Navam Capital. Prior to founding Navam, Rajeev worked as a venture capital investor at New York-based Lux Capital, focusing on investments in deep technology ventures.
In this conversation, we cover deep tech investing within India, and A New Idea of India.
I hope you enjoy my conversation with Rajeev Mantri.
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep48
------
Show Notes:
[00:00:31] - [First question] - Background
[00:02:09] - How does writing and investing complement each other?
[00:03:25] - What is Deep Tech Investing
[00:04:45] - What has Rajeev learned from Josh Wolfe?
[00:08:23] - Difference in deep tech investing in the US vs India
[00:16:09] - How to find deep tech investments?
[00:20:38] - Commonalities in deep tech founders?
[00:22:55] - How to promote more people starting deep tech companies?
[00:26:45] - How did the book “A New Idea of India” come about?
[00:28:58] - What is India’s ‘North Star’ and the concept of Dharma
[00:34:52] - Will India become a cultural superpower?
------
Connect with Rajeev:
Navam Capital: https://www.navamcapital.com/team/
Follow Rajeev on Twitter: https://twitter.com/RMantri
Connect with Rajeev on LinkedIn: https://www.linkedin.com/in/rmantri/
Buy Rajeev’s Book - “A New Idea of India”: https://amzn.to/3uvKelm / https://www.anewideaofindia.com/
------
Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/
------
Stay Connected with Compounding Curiosity:
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/
Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/
Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/
Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/
Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/
Join the DISCORD: https://discord.gg/NPVNPVsCYb
Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49
-
My 2022 recap! Talking about my big year of the podcast, the stats, some future guests, episodes, and the plans for the podcast going forward. Will be back to regularly scheduled guests from next week!
Have some thoughts on the podcast and want to leave feedback? Use my Google forms and vent to your heart’s content: https://forms.gle/Du61UxeJ25BkydH49
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep47
------
Stay up to date with the podcast by signing up to the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/
------
Stay Connected with Compounding Curiosity:
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/
Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/
Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/
Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/
Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/
Join the DISCORD: https://discord.gg/NPVNPVsCYb
Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49
-
My guest today is Raghav Kapoor (@Ragkap), CEO & Co-Founder at Smartkarma.
As Smartkarma CEO, Raghav drives product strategy, oversees technology development, and maintains a hands-on approach with the company’s day-to-day operations. With Smartkarma, Raghav set out to reinvent how investment research is sourced, priced, and distributed.
In today’s conversation, we cover the startup story of Smartkarma, the challenges of being an investment research platform, and the future.
I hope you enjoy my conversation with Raghav Kapoor.
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep46
------
Show Notes:
[00:00:31] - [First question] - Raghav’s background and Smartkarma today
[00:08:41] - Difference’s in starting Smartkarma compared to Raghav’s first startup
[00:10:36] - Early days of Smartkarma and idea prototyping
[00:12:38] - Attracting and retaining insight providers
[00:17:52] - How to ensure merit-based compensation doesn’t fall prey to engagement bait
[00:22:42] - Why does Smartkarma not require exclusivity of content?
[00:25:05] - The challenges of operating in a field with large legacy players
[00:27:11] - How to balance investors, insight providers, and corporate stakeholders
[00:31:03] - Why is Smartkarma based in Singapore?
[00:33:13] - Lessons from expansion into other markets
[00:36:22] - Plans for Smartkarma going forward?
[00:39:31] - Anything else about Smartkarma we haven’t covered?
------
Connect with Raghav:
Smartkarma: https://www.smartkarma.com/
Follow Smartkarma on Twitter: https://twitter.com/smartkarma
Follow Raghav on Twitter: https://twitter.com/ragkap
Connect with Raghav on LinkedIn: https://www.linkedin.com/in/ragkap/
------
Stay up to date with the podcast by signing up for the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/
------
Stay Connected with Compounding Curiosity:
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/
Sign up for the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/
Follow Compounding Curiosity on TWITTER: https://twitter.com/CompndCuriosity/
Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/
Sign up for the Allocators Asia SUBSTACK: https://AllocatorsAsia.substack.com/
Join the DISCORD: https://discord.gg/NPVNPVsCYb
Have some thoughts on the podcast? Leave FEEDBACK: https://forms.gle/Du61UxeJ25BkydH49
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