Podcast dissecting business, technology & media, Analyse Asia

Analyse Asia with Bernard Leong

Podcast dissecting business, technology & media

Analyse Asia

The premiere weekly podcast dissecting the pulse of business, technology & media in Asia. Hear our host interviewing leading journalists, senior executives, respectable authors & thinkers, entrepreneurs & thought leaders to discuss the most important issues that move and shake the business landscape in the Asia Pacific. The show is originally created and hosted by Bernard Leong.

Thematic (Sector/Industry)

<ul><li>Deep Seek's innovative approach challenged the global narrative around AI funding and proved successful in China's capital ecosystem.</li><li>Grace Shao, with a background in finance and journalism, provides deep insights on the interplay of innovation and geopolitics in the China AI ecosystem.</li><li>The speed of technological advancement in China, such as the widespread adoption of digital payments, highlights the fast-paced nature of the tech sector in the country.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Deep Seek's innovative approach challenged the global narrative around AI funding and proved successful in China's capital ecosystem.Grace Shao, with a background in finance and journalism, provides deep insights on the interplay of innovation and geopolitics in the China AI ecosystem.The speed of technological advancement in China, such as the widespread adoption of digital payments, highlights the fast-paced nature of the tech sector in the country.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Truth About China's Generative AI Revolution Nobody Talks About with Grace Shao

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

<ul><li>Kaiser Kuo hosts the Seneca Podcast, focusing on US-China relations, Chinese macroeconomy, technology, and culture</li><li>Discussion on tech innovation in China and the process of directing talent towards more serious tech projects</li><li>Cultural differences in approach to technology between Americans and Chinese discussed</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Kaiser Kuo hosts the Seneca Podcast, focusing on US-China relations, Chinese macroeconomy, technology, and cultureDiscussion on tech innovation in China and the process of directing talent towards more serious tech projectsCultural differences in approach to technology between Americans and Chinese discussedThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Why the World Keeps Getting Shocked by China's Technological Progress

Podcast by Andrew Walker, a PM at Rangeley Capital, Yet Another Value Podcast

Yet Another Value Podcast

Podcast by Andrew Walker, a PM at Rangeley Capital

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer

<ul><li>Disclaimer: Podcast does not provide investing advice</li><li>Discussion on AI, data centers, and electrification trends</li><li>Concerns about potential oversupply of data centers and energy optimization in the future</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Disclaimer: Podcast does not provide investing adviceDiscussion on AI, data centers, and electrification trendsConcerns about potential oversupply of data centers and energy optimization in the futureThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Cross Asset Strategy

<ul><li>Concerns about the end of US equity exceptionalism could lead to potential weakness in the dollar</li><li>Deepseek model challenges US exceptionalism in tech and could impact equity markets</li><li>Despite volatility, US equity market still strong, but potential for more bouts of volatility ahead</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Concerns about the end of US equity exceptionalism could lead to potential weakness in the dollarDeepseek model challenges US exceptionalism in tech and could impact equity marketsDespite volatility, US equity market still strong, but potential for more bouts of volatility aheadThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX & Equities: Dollar/ equity linkages and the upcoming tariff announcement

Podcast with Crypto Gigabrains, The Delphi Podcast

The Delphi Podcast

Podcast with Crypto Gigabrains

Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures

Equity Bottom-Up

<ul>
<li>Market value of stocks close to 2 trillion, including Nvidia at 600 billion</li>
<li>Author missed opportunity to short Nvidia despite strong case outlined in article</li>
<li>Concerns about competition, margins, and custom chips impacting Nvidia's growth potential</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Market value of stocks close to 2 trillion, including Nvidia at 600 billion
Author missed opportunity to short Nvidia despite strong case outlined in article
Concerns about competition, margins, and custom chips impacting Nvidia's growth potential

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian

China

DeepSeek is a Chinese artificial intelligence company that develops open-source large language models (LLM)

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DeepSeek (DPSK12 CH)

The Truth About China's Generative AI Revolution Nobody Talks About with Grace Shao

Overall, Grace Shao, founder of the AI Program newsletter, provides unique insights into the evolving tech sector in China and the challenges and...

Analyse Asia with Bernard Leong

Why the World Keeps Getting Shocked by China's Technological Progress

The Odd Lots podcast on Amex Business Bloomberg Audio Studios explores tech competition between the US and China, focusing on surprising tech...

Odd Lots

SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers

This podcast discusses the latest trends in the market, focusing on AI, data centers, and electrification while emphasizing the importance of...

Yet Another Value Podcast

Global FX & Equities: Dollar/ equity linkages and the upcoming tariff announcement

Concerns about the future of US equity exceptionalism and its potential impact on the global market, including discussions on the Deepseq model and...

At Any Rate

Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian

The author discusses the potential downfall of Nvidia due to competition in custom silicon, margin pressure, and market timing, highlighting the...

The Delphi Podcast

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