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

  • Predicting the Future of Oracle (NYSE: ORCL)

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

    In this episode, Dan and Albert talk about Oracle Corporation (Oracle). Oracle designs, develops, and supports computer-software products. The company sells database software and technology, cloud engineered systems, and enterprise software products—particularly its own brands of database management systems In 2020, Oracle was the second-largest software company by revenue and market capitalization

    In this episode we cover:

    • What is Oracle and the basics of software as a service (SaaS) businesses
    • Why businesses need databases and how it improves performance
    • Why Oracle is operating with the cloud
    • How Amazon Web Service and Microsoft are competing with Oracle
    • How Oracle will continue to grow

      • 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, 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]

      40 min
    • Can Domino's Pizza Deliver for Investors? (ASX: DMP)

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

      In this episode, Dan and Albert talk about Domino's Pizza Enterprises Limited (Domino's). Domino's is a pizza chain and franchise business that makes, and delivers pizzas to customers across the world. Its listed on both the NYSE and the ASX, but the ASX listed entity owns the Master Franchise rights to the brand in Australia, New Zealand, France, Belgium, the Netherlands, Japan and the Principality of Monaco.

      In this episode we cover:

      • The scope of Domino's operations across the world
      • How a franchise model of business operates
      • How Domino's creates efficiencies in its business
      • Competitors to Domino's in the fast food business
      • How consumers think about fast food and takeaway
      • Future technology trends in the fast food industry

        • 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, 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]

        47 min
      • Can you Bank on Commonwealth Bank of Australia? (ASX: CBA)

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

        In this episode, Dan and Albert talk about Commonwealth Bank of Australia (CBA). CBA is Australia's leading providers of integrated financial services, providing retail, business and institutional banking, funds management, superannuation, life insurance, general insurance, broking services and finance company activities. Their operations are conducted primarily in Australia and New Zealand. 

        In this episode we cover:

        • How banks operate and create revenue
        • The different business segments of CBA
        • How interest rates affect banks
        • What COVID-19 has meant for loans and mortgages
        • Disruption in the banking industry

          • 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, 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]

          37 min
        • What are the ABCs of Investing in Alphabet and Tech | In Conversation with Kris Webster of Magellan

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

          In this episode, Dan and Albert talk with Kris Webster. Kris is a portfolio manager at global fund manager Magellan Financial Group and is Head of the Technology, Communications and Media Team, responsible for covering stocks across both the Global Equities and Global Infrastructure strategies. Magellan is a top 100 ASX-listed company that grows and safeguards the wealth of its clients by investing in the world's best companies. It manages more than A$100 Billion for clients across the world. You can check out one their funds at the ticker (ASX: MFG).

          In this episode we cover:

          • What is Magellan and how they cover equities
          • What Magellan look for when investing in tech companies
          • Open Source as a feature of the tech industry
          • What makes Alphabet (Google) a good tech company
          • How Alphabet will continue to grow through Google Cloud
          • What retail investors should do before investing in large tech companies

            • Special thanks to Kris and Magellan for appearing on the show. You can check them out here: https://www.magellangroup.com.au/ 

            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]

            44 min
          • What's the Egg-onomics of Inghams Group? (ASX: ING)

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

            In this episode, Dan and Albert talk about Inghams Group. Inghams is one of the largest protein producers across Australia and New Zealand. Inghams supplies poultry products, notably to major Australian supermarkets Woolworths and Coles, and quick-service restaurants McDonalds and KFC. Sales are heavily skewed toward poultry, which includes the production and sale of chicken and turkey products.

            In this episode we cover:

            • The history of Inghams Group and their position in the market
            • What makes Inghams business vertically integrated?
            • How Inghams have optimised their business?
            • Future trends of meat consumption
            • Competition from plant-based alternatives and meat substitutes
            • Risks in Inghams business

              • 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, 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]

              36 min
            • Is Lucid Motors the New Tesla, or are they Dreaming?

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

              In this episode, Dan and Albert talk about Lucid Motors. Lucid Motors Inc. is an American automotive company specialising in electric cars. Sound familiar? This year Lucid Motors is putting to market its first vehicle, the Lucid Air, which is expected to compete with Tesla's S Model Range.

              In this episode we cover:

              • Who is Lucid Motors and what is their innovation?
              • What is happening in the Electric Vehicle (EV) industry?
              • How are cars branded and marketed to consumers?
              • How does Lucid Motors compare to Tesla and Legacy Car Manufacturers?
              • What is the future of EV and how quickly can Legacy Car Manufacturers cater to this market?

                • 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, 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]


                40 min
              • Should Shopify be in your Investment Bag? (NYSE: SHOP)

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

                In this episode, Dan and Albert talk about Shopify. Shopify is a SaaS platform business that provides the tools for merchants to start, grow, market and manage an e-commerce business. Since it listed in 2015, Shopify has grown from a $200m USD business into an almost $3bn business

                In this episode we cover:

                • How Shopify works as a platform
                • How Shopify generates revenue through its Subscriptions and Merchant Solutions
                • How Shopify and Amazon compare
                • Shopify as the new "American Dream"
                • The future of Shopify and if it's overvalued

                  • 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, 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
                • Is Crown Resorts worth the Gamble? (ASX: CWN)

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

                  In this episode, Dan and Albert talk about Crown Resorts. Crown Resorts is Australia's largest hotel-casino company. Crown Resorts consists of Crown Melbourne, Crown Perth and Aspinall's, a boutique, premium-focused casino in London. Crown had also obtained a licence to operate Sydney's second casino, Crown Sydney though its license is now in jeopardy following an inquiry by the NSW Government.

                  In this episode we cover:

                  • How Crown Resorts generates revenue through its businesses
                  • How Crown Perth and Crown Melbourne compare
                  • The impact of COVID-19 on Crown
                  • The consequences of the Bergin Inquiry into Crown Resorts
                  • How Crown can grow and the future of gambling

                    • 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, 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/

                    40 min
                  • What the ETF? Why Exchange-Traded Funds are Essential for Investors (In Conversation with Alistair Mills of BetaShares)

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

                    In this episode, Dan and Albert talk with Alistair Mills, Director of Portfolio Analytics and Advisor at BetaShares. BetaShares is an Australian-based specialist provider of exchange traded funds (ETFs) and other funds with a mission to expand the universe of investment possibilities available to Australian investors. 

                    ETFs are one of the fastest growing investment vehicles today. Globally, ETF assets are now valued well in excess of US$1.5 trillion. The reason for this is clear – ETFs are simple, liquid, transparent, flexible and low-cost investment products.

                    In this episode we cover:

                    • How ETFs operate and what do they consist of
                    • How BetaShares' differentiates itself from other ETF providers
                    • How to choose the right ETF
                    • Why diversification is key
                    • What is the future of ETFs
                    • Frequently Asked Questions about ETFs

                      • Special thanks to Alistair and BetaShares for appearing on the show. You can check them out here: https://www.betashares.com.au/

                      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/

                      33 min
                    • Has Newcrest Mining Struck Gold? (ASX: NCM)

                      Every week we breakdown a company in a refreshingly simple way.

                      In this episode, Dan and Albert talk about Newcrest Mining Limited. Newcrest Mining Limited is an Australian-based corporation which engages in the exploration, development, mining and sale of gold and gold and copper concentrate. It is Australia's leading gold mining company.

                      In this episode we cover:

                      • How Newcrest generates revenue from its mining
                      • Where Newcrest's mines are located
                      • How Newcrest's mining operations differ from its competitors
                      • What's compelling about Gold and Copper as resources in the future

                        • 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/

                        40 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.