Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
A Victory for Xi
01:44 • 2min
How Should Investors Think About China?
03:30 • 2min
Is China Building a Different China?
05:09 • 2min
What's Your Plan B?
06:44 • 2min
Course Correction Is Needed, Right?
08:33 • 2min
COVID-Zero - What's So Unnerving About It?
10:06 • 3min
What Do You Watch Out for Over the Next Six Months?
12:46 • 3min
Go Puff - The Story of the Pandemic
15:16 • 2min
Go Puff
17:04 • 2min
Venture Capital
18:42 • 2min
What Have They Not Got Into That They Might Yet?
20:30 • 3min
We're Getting a Reality Check
23:15 • 3min
Are We Going to Get a Valuation Reset?
26:14 • 2min
What Should We Be Listening for From Apple?
28:07 • 2min
The Metaverse Will Be Virtual, but the Impact Will Be Real
29:44 • 2min
Is It a Bear Market Rally or a New Bull Market?
31:15 • 2min
Is That a Sign of a Top?
32:50 • 3min
Is the Value Versus Growth Debate Going Back to the 90s?
35:32 • 2min
This Is Digital - The New Podcast
37:23 • 3min


