Sermons From the Free Market

Jim Rogers is an author, financial mainstay and legendary investor.

Peter Pham has an enlightening conversation about happiness, finding and following your path and farming. Roger gets animated about how little we matter and why all things get lost to history.

To listen to the full podcast: https://www.podomatic.com/podcasts/thebigtrade/episodes/2015-02-13T02_16_32-08_00

To learn more about investing in Asia, check out our research and publishing site: http://www.oneroadresearch.com/

To see the full Big Trade Series: https://www.podomatic.com/podcasts/thebigtrade

Po Shen Loh, mathematics professor at Carnegie Mellon University and founder of expii.com joins The Big Trade series. Peter and Po start the conversation by talking about the concept of inquiry based learning. The pair then delves into the current state of the education system… touching on inequality in the system, testing and cognitive approaches toward learning. Next, Po introduces Expii – an app that encourages inquiry based learning. He explains how he designed the user interface, sequence of questions and the app’s navigation structure. Po concludes the conversation by giving advice on how math and rational thought concepts can be applied to business and finance.

David Gallup joins The Big Trade Series for the second installment of a two-part series on global citizenship. Peter and David begin by talking about obtaining citizenship through investment, particularly the EB5 program in the U.S, and other ways that people can become citizens of developed countries. Peter goes on to share his thoughts on Jewish refugees during World War II. Then they proceed to discuss immigration in times of war and the role immigrants play in the economic development of receiving countries. Next, the two exchange views on Donald Trump’s job retention policy. David concludes the episode by talking about how to obtain the World Passport.

Porter Stansberry, founder of Stansberry research, joins The Big Trade series. Porter starts off by talking about his new product, which focuses on analyzing the credit quality of companies in the United States to find “The Big Trade” opportunity. The conversation shifts to the U.S. presidential election; the two delve into which industries/sectors will be impacted under Trump’s presidency and the dynamics of the electoral process. Porter then shares his thoughts on primary education and parenting. This episode wraps up with Porter’ s top five book recommendations.

Alisa Melekhina, one of the top female chess players in the United States and a professional litigator, joins The Big Trade Series to bring us business insight from a chess master’s point of view. Alisa starts the conversation by distinguishing strategy vs tactic and how chess can help develop these skills. She then talks about how the mindset of thinking ahead in a game of chess is also applicable in business. Peter then shifts the conversation to the rise of artificial intelligence and how computers have changed the chess world. Next, Alisa shares her experience as a litigator. Then, she delves into her chess tactics, including the first move advantage, the gambit move, and the castling move as Peter links these tactics to business practices. Alisa concludes the episode by naming a few influential chess players and sharing her thoughts on the financial reward of playing professional chess.

David Gallup, head of World Service Authority (WSA) joins The Big Trade Series. David starts the conversation by introducing his organization and describing how they help the United Nations spread its universal values and educate citizens in a globalised world. Peter and David then talk about the “World Passport,” which is the WSA’s best-known product. David explains how the “World Passport” facilitates international free travel and immigration. Their exchange on the “World Passport” is followed by discussions on various topics including the potential of a “global currency” that supports the idea of “world citizenship,” deglobalization trends around the world and the WSA’s funding status. David wraps up the episode by sharing his thoughts on refugees and what his organization does to alleviate their suffering.

This week, Peter is joined by Brian Cotter, host of "Growth Tigers” podcast, for a thrilling journey into Vietnam’s entrepreneurial ecosystem. In this special episode, Peter walks us through his adventures at both the individual and corporate level. Peter starts off by talking about how he founded Phoenix Capital Group, the company’s core values and its unique approach to “ordering chaos”. He also introduces Phoenix’s key services – financial advisory and digital marketing – and how their synergy creates unparalleled value for clients. He also goes into detail about his quantitative approach and explains how Vietnamese companies haven’t utilized the power of big data in their business models, particularly in E-Commerce and consumer finance. At an individual level, Peter tells his journey from the beginning. He shares why he set foot in Vietnam, how he captured emerging market trends, and some of his biggest mistakes along the way. Lastly, Peter talks about the origin of The Big Trade Series podcast and his book “The Big Trade Series: Simple Strategies for Maximum Markets Return”. The episode concludes with some advice to the audience in the year 2017.

Patrick Wyman, host of “Fall of Rome” podcast, joins us on The Big Trade series for a fascinating conversation on the Roman Empire. Patrick opens the episode with a discussion about how the Roman Empire related to the modern democracy and republic. The conversation shifts to how the country established its borders and global trade evolved. Peter and Patrick then delve into the origin of Natural Laws and Common Law as Rome transitioned from republic to empire. He also describes the collapse of Roman Empire and details what America can learn from it. Throughout the podcast, they discuss different economic schools of thoughts. Patrick concludes the episode by highlighting the importance of history and parallels between the past and the future.

Chris White, founder of ViableMkts, joins The Big Trade Series for another insightful conversation about capital markets. Peter and Chris start off by discussing the evolution of equity markets, Chris tells the story of the formation of the NASDAQ and the first flash crash. The conversation shifts to the fixed income markets as the two discuss about: a potential peak in the market, junk bonds and the Fed. Chris concludes the conversation by explaining why the bond market is at an inflection point.

Jeremy Miller, a research analyst of JP Morgan, joins us on The Big Trade Series for an insightful conversation on value investing. Jeremy begins the conversation by introducing his prominent book: Warren Buffett’s Ground Rules. Covering the partnerships letters in the 1950’s. The two then talk about the principles to identify fair value of company. The dialouge moves to Buffett’s mistakes, particularly on ConocoPhillips and PetroChina as they delve into the key takeaways. This episode wraps up with a discussion on technical innovation and it’s risk.