Longriver Podcast
1) Jevgenijs Kazanins - Wise is the modern Citi
I spoke with Jevgenijs Kazanins about Wise plc, exploring his thesis that Wise has built the modern version of Citi: a global platform capable of serving customers locally, through a single sign-up, n...Show More
2) Lizzie Chan & Graham Rhodes - An Update on Longriver
I received great feedback for a podcast I recorded with my wife Lizzie in 2022 as I was setting up this company. To mark Longriver’s third anniversary, she kindly agreed to interview me again. We cove...Show More
3) TP Huang - BYD's Electric Dreams
I spoke with analyst TP Huang about BYD, exploring his writing and analysis of the company, electrification and China's new industrial revolution. If you are interested in these topics, I highly recom...Show More
4) Eric Markowitz - From Crisis to Clarity
I spoke with Eric Markowitz, Partner and Director of Research at Nightview Capital, about an essay he published this year titled, “How a brush with death shaped my long game” (link). We dive straight ...Show More
5) Brian Mushonga & James Hull - Bottlenecks
I spoke with Brian Mushonga and James Hull, co-Founders of the Caledon Energy Transition Fund, about their backgrounds, their partnership and their investment strategy. We used Vertiv Holdings as a c...Show More
6) Daye Deng - Divergent Paths
I spoke with Daye Deng (邓达业), author of the East Asia Stock Insights substack, about the Chinese sportswear industry and two of its leading players, Anta and Li Ning. We began with Daye's background a...Show More
7) Jesús Rodriguez - Accepting Trade Offs
My guest is Jesus Rodriguez, author of the Dungeon Investing substack, where he writes about miniatures, video games, tabletop games, comics, RPGs and investing. In this conversation, we discuss Game...Show More
8) Ali Gündüz - Unlocking Evolution
My guest is Ali Gündüz, a private investor from Berlin who closely follows Evolution AB, the Swedish B2B gambling services company. In this conversation, we discuss what we perceive as Evolution's key...Show More
9) Ethan Robertson - A Window into China's NEVs
My guest is Ethan Robertson, host of Wheelsboy, the leading English-language automotive reviewer in China, about China's Cambrian Explosion of New Energy Vehicle manufacturers, their intense competiti...Show More
10) Shree Viswanathan - Let The Process Lead You
My guest is Shreekkanth Viswanathan ("Shree"), Founder and Portfolio Manager of SVN Capital, a Chicago, USA-based investment manager. In this conversation, we briefly cover Shree's background, how spi...Show More