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

  • Investing in Big Tech, Gaming and Solar - How to Invest Where the World is Going | In Conversation with Phoebe Jin

    In this episode, Dan and Albert talk with Phoebe Jin. Phoebe is a Portfolio Manager at Spaceship an Australian fintech fund manager. 

    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.

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    In this episode we cover:

    • Why its important to invest where the world is going
    • How to look at competitive advantages
    • Key players in the global video game industry (Tencent, Activision Blizzard and Epic Games)
    • How the video game industry is segmented (e.g. developers, publishers, distributors, hardware and consumers)
    • What are Environmental, Social, and Governance (ESG) portfolios and how they assess positive impact
    • The rising trend of renewable energy (e.g. Enphase Energy)

      • Special thanks to Phoebe for appearing on the show.

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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]

      47 min
    • What are Share Buy Backs? | Explained in the Simple Sprouts Series

      What are Share Buy Backs? This is our 'Simple Sprouts' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less.

      In this episode we cover:

      • What are Share Buy Backs?
      • Examples of Tender and Market Share Buy Backs (Qantas and Telstra)
      • Why companies want to buy back their shares

        • 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 :).

        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/

        5 min
      • Is PEXA Primed for IPO? | (ASX: PXA)

        In this episode, Dan and Albert talk about Pexa Group Limited (ASX: PXA) (pre-IPO name Torrens Group Holdings Limited).

        PEXA provides world-first digital settlements which have revolutionised the way people exchange property in Australia. By providing quicker access to the proceeds of a sale and near real-time tracking on property settlements, PEXA's network of financial institutions and legal and conveyancing firms helps over 20,000 families a week safely settle their homes.

        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 PEXA (how does it change conveyancing for property settlement)
        • The main takeaways from PEXA's IPO Prospectus
        • How PEXA has a 'monopoly' in Australia
        • Whether PEXA can generate revenue through PEXA Insights (its property data insights arm)
        • Whether PEXA can expand into the United Kingdom
        • How regulation affects PEXA and its industry

          • 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/

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

          43 min
        • What are Bear & Bull Markets | Explained in the Simple Sprouts Series

          What are Bear and Bull Markets? This is our 'Simple Sprouts' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less.

          In this episode we cover:

          • What are Bear and Bull Markets (and why these animals are relevant)
          • Famous examples of Bear and Bull Markets
          • How investor psychology feeds into Bear and Bull Markets
          • What to do during Bear and Bull Markets

            • 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 :).

            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 has Nuix's share price nosedived? | Nuix (ASX: NXL)

            In this episode, Dan and Albert talk about Nuix Limited (ASX: NXL). 

            Note: This episode was recorded before the announcement of Nuix's CEO, Rod Vawdrey, and CFO, Stephen Doyle, resigning.

            Nuix is a provider of investigative analytics and intelligence software with a vision of "finding truth in a digital world". Nuix software has been used in investigations into some headline events over the last 15 years, including the Panama Papers, the Royal Commission into Misconduct in the Banking, Superannuation and Financial Service Industry in Australia, organised crime rings, corporate scandals and terrorist activities. It went public in December 2020.

            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 Nuix's software
            • Why Nuix's share price has dropped significantly
            • How Nuix's revenue model is changing
            • Why Nuix's software is faster than competitors
            • The many red flag's surrounding Nuix's business and workplace

              • 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/

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

              44 min
            • What makes a 'Sticky' Business? | Explained in the Simple Sprouts Series

              What is a sticky business? This is our 'Simple Sprouts' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less.

              In this episode we cover:

              • Why 'sticky' is description used for products and brands
              • How Apple is 'sticky'
              • What are smooth and sticky customer journeys (e.g. Banks, Tinder and Facebook)
              • Why knowing sticky as a concept is important.

                • 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 :).

                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
              • How High will the Marijuana & Cannabis Industry Go? | Canopy Growth (NASDAQ: CGC)

                In this episode, Dan and Albert talk about Canopy Growth (NASDAQ: CGC). Canopy Growth cultivates and sells medicinal and recreational cannabis, and hemp, through a portfolio of brands that include Tweed, Spectrum Therapeutics, and CraftGrow. Although it primarily operates in Canada, Canopy has distribution and production licenses in more than a dozen countries to drive expansion in global medical cannabis.

                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 are cannabis related products (e.g. edibles, gummies and vapes)
                • The difference between THC (TetraHydroCannabino) and CBD (CannaBiDiol)
                • How marijuana plants are grown and cultivated
                • Whether a large range of cannabis products is good for business
                • When cannabis will be legalised in the USA
                • How Canopy Growth should market and brand cannabis products

                  • 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/

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

                  44 min
                • What is an Economic Moat? | Explained in the Simple Sprouts Series

                  What is an Economic Moat? This is our 'Simple Sprouts' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less. 

                  In this episode we cover:

                  • The history behind moats defending attacks
                  • Low Cost Production as a moat (e.g. Costco and Walmart)
                  • Switching Costs as a moat (e.g. Microsoft, Apple and Instagram)
                  • Intellectual property and infrastructure as a moat (e.g. Tesla)
                  • Branding as a moat (e.g. Tesla, Kodak and BlackBerry)

                    • 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 :).

                    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
                  • Talking Dropbox | Virtual First Workplaces and Enabling Productivity with Integrated Technologies (NASDAQ: DBX)

                    In this episode, Dan and Albert talk about Dropbox (NASDAQ: DBX). Dropbox is a file hosting service that offers cloud storage, file synchronization, personal cloud, and client software. We're joined by Michael Bradley, Regional Partner Sales Manager at Dropbox to talk all about the company.

                    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 Dropbox and Michael's role
                    • What service Dropbox provides users
                    • Why Dropbox has moved to a virtual-first working model
                    • What partnerships mean for Dropbox
                    • The future of work, workplace flexibility and remote work

                      • 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/

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

                      42 min
                    • What is the Flywheel Effect for Business Strategy? | Explained in the Simple Sprouts Series

                      This is our 'Simple Sprouts' series. Every week we pick an investing or business concept and explain it in a refreshingly simple way. The challenge? To do it in 5 minutes or less. What is the Flywheel Effect?

                      In this episode we cover:

                      • What is a Flywheel
                      • Why the concept is used to describe businesses
                      • How Disney pioneered the Flywheel
                      • How Uber used the Flywheel

                        • 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 :).

                        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.