East Meets West: A Podcast about understanding Asia Tech and how Asia Tech affects the world

East Meets West: A Podcast about understanding Asia Tech and how Asia Tech affects the world

By Fresh Capital MediaBusiness
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East Meets West: A Podcast about understanding Asia Tech and how Asia Tech affects the world episodes

  • Impact Investing and Generating Social & Environmental Benefits | In Conversation with Dana Halevi of Inspire Impact

    In this episode, Dan and Albert talk with Dana Halevi. Dana is an Investment Analyst at Inspire Impact, a profit for purpose organisation that aims to direct capital to assets and companies that positively impact society and/or the environment. Inspire Impact is Liverpool Partners’ impact arm that connects capital with businesses that deliver both a social and financial return. They invest in and advise high-growth purpose-driven businesses, assisting them to generate meaningful return to investors while preserving their socially minded DNA.

    Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes.

    Every week we breakdown companies and investing in a refreshingly simple way.

    Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :)

    In this episode we cover:

    • Dana's experience in investments and transition to the impact investing sector (2:36)
    • What is impact investing? (5:27)
    • How do the UN Sustainable Development Goals relate to impact investing? (15:26)
    • Who is making impact investments? (18:49)
    • What role do institutional funds have in developing impact investing? (28:50)
    • Looking at the disability housing sector as an example of impact investing (34:45)
    • Special thanks to Dana for appearing on the show. 

      Take our survey and let us know how we're doing.

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      All information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Fresh Capital are not financial professionals and are not aware of your personal financial circumstances. Any opinions expressed herein are not recommendations or advice. Please consult a licensed financial professional before you invest.

      For more information visit our website at https://freshcapital.show/

      Got feedback or suggestions? Send them to [email protected]

      48 min
    • How is Beyond Meat changing the Food Industry and What We Eat? | Breaking Down Beyond Meat (NASDAQ: BYND)

      In this episode, Dan and Albert breakdown Beyond Meat. Beyond Meat is a provider of plant-based meats, such as burgers, sausage, ground beef, and chicken. Unlike other vegetarian products, Beyond Meat seeks to replicate the look, cook, and taste of meat, is targeted to omnivores and vegetarians alike. The products are widely available across approximately 122,000 retail and foodservice outlets.

      Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes.

      Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :)

      In this episode we cover:

      • What is Beyond Meat (3:40)
      • What is the science behind Beyond Meat and plant-based meats (6:00)
      • Why Beyond Meat doesn't use GMO (e.g. Impossible Foods) (10:30)
      • How plant-based meat compares to animal-based meat on price (13:50)
      • Changing dietary and eating behaviour of consumers (e.g. vegetarianism) (16:00)
      • The problem of scale for plant-based meat companies (21:10)
      • How Beyond Meat splits sales across grocery stores and restaurants (e.g. McDonalds) (35:30)
      • Take our survey and let us know how we're doing.

        Follow and subscribe to our content.

        All information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Fresh Capital are not financial professionals and are not aware of your personal financial circumstances. Any opinions expressed herein are not recommendations or advice. Please consult a licensed financial professional before you invest.

        For more information visit our website at https://freshcapital.show/

        Got feedback or suggestions? Send them to [email protected]

        48 min
      • What are Bonds? | Explained in the Simple Sprouts Series

        What are dividends? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series.

        In this episode we cover:

        • What are bonds
        • How banks buy and sell bonds
        • The difference between government bonds and corporate bonds
        • What determines the quality or rating of a bond
        • Why bonds are reliable investments
        • Check out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read our company breakdowns in 5 minutes.

          Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :).

          Take our survey and let us know how we're doing.

          Have a concept you want explained? Send them to [email protected]

          All information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, investment, legal or tax advice. The hosts of Fresh Capital are not financial professionals and are not aware of your personal financial circumstances. Any opinions expressed herein are not recommendations or advice. Please consult a licensed financial professional before you invest.

          For more information visit our website at https://freshcapital.show/

          7 min
        • How is Lululemon Disrupting Nike and the Athletic Apparel Industry with its Sweat Collective? | Breaking Down Lululemon Athletica Inc (NASDAQ: LULU)

          In this episode, Dan and Albert breakdown Lululemon. Lululemon Athletica is an athletic apparel retailer headquartered in Vancouver, Canada. It was founded in 1998 as a retailer of yoga pants and other yoga wear, and has expanded to sell athletic wear, lifestyle apparel, and accessories. Lululemon sells its products through more than 500 company-owned stores in 17 countries, e-commerce, outlets, and wholesale accounts.

          Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes.

          Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :)

          In this episode we cover:

          • What is Lululemon (4:00)
          • Consumer shift to athletic leisure wear (6:55)
          • Lululemon's proprietary materials (8:54)
          • How Lululemon's price their products at a premium (14:00)
          • How Lululemon's foundations as a women's brand separates it from competitors (17:15)
          • What is Lululemon's retail playbook (22:50)
          • What is the future of Lululemon (e.g. home workout equipment with Mirror, international expansion) (29:17)
          • Take our survey and let us know how we're doing.

            Follow and subscribe to our content.

            All information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Fresh Capital are not financial professionals and are not aware of your personal financial circumstances. Any opinions expressed herein are not recommendations or advice. Please consult a licensed financial professional before you invest.

            For more information visit our website at https://freshcapital.show/

            Got feedback or suggestions? Send them to [email protected]

            43 min
          • What makes a Bad Management Team? | Explained in the Simple Sprouts Series

            What makes a good or bad management team? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series.

            In this episode we cover:

            • What is a company's management team (e.g. CEO, CFO, COO, and Board)
            • Common signs of bad management
            • How unreliable forecasts affect trust
            • How good governance affects a company's profitability
            • Why lack of Board oversight affects management
            • Why founders are important to management teams
            • Check out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read our company breakdowns in 5 minutes.

              Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :).

              Take our survey and let us know how we're doing.

              Have a concept you want explained? Send them to [email protected]

              All information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, investment, legal or tax advice. The hosts of Fresh Capital are not financial professionals and are not aware of your personal financial circumstances. Any opinions expressed herein are not recommendations or advice. Please consult a licensed financial professional before you invest.

              For more information visit our website at https://freshcapital.show/

              7 min
            • How is Square different from PayPal and Why the Cash App is a Gamechanger? | Breaking Down Square Inc (NYSE: SQ)

              In this episode, Dan and Albert breakdown Square. Jack Dorsey and Jim McKelvey created Square, Inc. to create a technology capable of aggregating merchant services and mobile payments into a single, easy-to-use service. Square's product line includes Cash App, which allows users to send and receive money for free through a mobile application, and Square Point-of-Sale, a free application that lets merchants process payments via smartphone. In June 2021, Square's Cash App reached 40 million monthly transacting active customers.

              Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes.

              Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :)

              In this episode we cover:

              • What is Square? (2:33)
              • What is Square's seller ecosystem? (e.g. what merchants they target) (6:45)
              • What merchants get out of Square? (16:28)
              • What is Square's Cash App? (20:30)
              • Can Square out-compete banks? (27:18)
              • Who are Square's competitors? (29:30)
              • How Square's merchant and consumer ecosystems is their competitive advantage? (36:20)
              • Take our survey and let us know how we're doing.

                Follow and subscribe to our content.

                All information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Fresh Capital are not financial professionals and are not aware of your personal financial circumstances. Any opinions expressed herein are not recommendations or advice. Please consult a licensed financial professional before you invest.

                For more information visit our website at https://freshcapital.show/

                Got feedback or suggestions? Send them to [email protected]

                46 min
              • What are Dividends? | Explained in the Simple Sprouts Series

                What are dividends? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series.

                In this episode we cover:

                • What is a dividend
                • What companies you may invest in for a high dividend
                • Why companies pay dividends
                • Why companies don't pay dividends
                • The trade-off between paying dividends and investing in growth as a company (e.g. Amazon)
                • What to look for when investing in dividends
                • Check out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read our company breakdowns in 5 minutes.

                  Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :).

                  Take our survey and let us know how we're doing.

                  Have a concept you want explained? Send them to [email protected]

                  All information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, investment, legal or tax advice. The hosts of Fresh Capital are not financial professionals and are not aware of your personal financial circumstances. Any opinions expressed herein are not recommendations or advice. Please consult a licensed financial professional before you invest.

                  For more information visit our website at https://freshcapital.show/

                  7 min
                • Why is Square Buying Afterpay and What Does it Mean for Investors? | Emergency Podcast (NYSE: SQ & ASX: APT)

                  In this emergency episode, Dan and Albert breakdown Afterpay's sale to Square. On 2 August 2021, Square Inc and Afterpay Limited announced the deal worth approximately US$29 billion (A$39 billion). The acquisition aims to enable the companies to better deliver compelling financial products and services that expand access to more consumers and drive incremental revenue for merchants of all sizes. The closing of the transaction is expected in the first quarter of calendar year 2022.

                  Read the official deal announcement here. 

                  Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes.

                  Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :)

                  In this episode we cover:

                  • What is the deal between Afterpay and Square? (1:36)
                  • Who is Square? (3:45)
                  • Why did Square buy Afterpay? (5:42)
                  • What the sale means for the Buy Now Pay Later business model (10:30)
                  • What is the biggest risk to for the merged Square and Afterpay? (14:09)
                  • Take our survey and let us know how we're doing.

                    Follow and subscribe to our content.

                    All information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Fresh Capital are not financial professionals and are not aware of your personal financial circumstances. Any opinions expressed herein are not recommendations or advice. Please consult a licensed financial professional before you invest.

                    For more information visit our website at https://freshcapital.show/

                    Got feedback or suggestions? Send them to [email protected]

                    23 min
                  • Why is Spotify Controlling the Future of Audio? Music Labels, Algorithms and Emotional Attachment | Breaking Down Spotify (NASDAQ: SPOT)

                    In this episode, Dan and Albert breakdown Spotify's business. Spotify transformed the music industry by moving from a "transaction-based" experience of buying and owning audio content to an "access-based" model allowing users to stream on demand. Today more than 365 million users are on Spotify for music and its growing podcast content. However, as Apple remains the biggest distributor of podcasts in the US through its Podcasts app, how can Spotify be the go-to platform for audio?

                    Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes.

                    Every week we breakdown companies and investing in a refreshingly simple way.

                    Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :)

                    In this episode we cover:

                    • What is Spotify? (2:55)
                    • What is Spotify's relationship with independent record labels (e.g. Universal Music, Warner Music Group, Sony Music Entertainment, and Merlin) (7:52)
                    • How Spotify is integrating directly with musicians and artists like YouTube (12:42)
                    • Spotify's pivot to podcasting and alternative audio experiences (18:17)
                    • Spotify's competitors in audio streaming (e.g. Apple, Amazon, YouTube) (21:25)
                    • Why Spotify's 'discovery' algorithm differentiate itself from its competition (28:33)
                    • How Spotify's current business model is broken (35:00)
                    • Take our survey and let us know how we're doing.

                      Follow and subscribe to our content.

                      All information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Fresh Capital are not financial professionals and are not aware of your personal financial circumstances. Any opinions expressed herein are not recommendations or advice. Please consult a licensed financial professional before you invest.

                      For more information visit our website at https://freshcapital.show/

                      Got feedback or suggestions? Send them to [email protected]

                      46 min
                    • What is Recurring Revenue? (ARR & MRR) | Explained in the Simple Sprouts Series

                      What is Recurring Revenue? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series.

                      In this episode we cover:

                      • What is Recurring Revenue
                      • The difference between annual and recurring revenue (ARR and MRR)
                      • Why recurring revenue is an important value for tech companies (e,g. Netflix and Microsoft)
                      • How recurring revenue is used as a basis for valuing a company (e.g. Saleforce)
                      • Check out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read our company breakdowns in 5 minutes.

                        Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :).

                        Take our survey and let us know how we're doing.

                        Have a concept you want explained? Send them to [email protected]

                        All information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, investment, legal or tax advice. The hosts of Fresh Capital are not financial professionals and are not aware of your personal financial circumstances. Any opinions expressed herein are not recommendations or advice. Please consult a licensed financial professional before you invest.

                        For more information visit our website at https://freshcapital.show/

                        6 min

                      About East Meets West: A Podcast about understanding Asia Tech and how Asia Tech affects the world

                      From the publisher's feed

                      Welcome to the East Meets Podcast, where we explore the world of technology and innovation across Asia. Join us as we dive into the latest trends, insights and breakthroughs that are shaping tech, content and SaaS from Asia to the rest of the world . From the bustling tech hubs of China and India to the emerging startup scenes in Southeast Asia and beyond. Whether you're a tech enthusiast, a business leader or simply curious, this podcast is for you. So sit back, relax and get ready to discover the exciting world of Asia Tech.