<?xml version="1.0" encoding="UTF-8"?>
<rss xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0"><channel><title>The Jay Kim Show : Entrepreneurship</title><link>https://www.spreaker.com/show/the-jay-kim-show-entrepreneurship-invest</link><description><![CDATA[For the first time in Asia, Jay Kim sits down with some of the world’s most successful Entrepreneurs, Investors, Founders, and Thought Leaders to catalogue their entrepreneurial journey, review critical lessons learned, and divulge secrets to success.  Listeners will immediately gain valuable insights and actionable advice.  A must listen for all aspiring young entrepreneurs and startup founders.]]></description><atom:link href="https://www.spreaker.com/show/2188494/episodes/feed" rel="self" type="application/rss+xml"/><language>en</language><category>Business</category><copyright>Copyright Jay Kim</copyright><image><url>https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/3969aa9eaf08f1d0ea1518968be8c4ca.jpg</url><title>The Jay Kim Show : Entrepreneurship</title><link>https://www.spreaker.com/show/the-jay-kim-show-entrepreneurship-invest</link></image><lastBuildDate>Sat, 11 Sep 2021 07:21:49 +0000</lastBuildDate><itunes:author>Jay Kim</itunes:author><itunes:owner><itunes:name>Jay Kim</itunes:name><itunes:email>feeds@spreaker.com</itunes:email></itunes:owner><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/3969aa9eaf08f1d0ea1518968be8c4ca.jpg"/><itunes:subtitle>For the first time in Asia, Jay Kim sits down with some of the world’s most successful Entrepreneurs, Investors, Founders, and Thought Leaders to catalogue their entrepreneurial journey, review critical lessons learned, and divulge secrets to success....</itunes:subtitle><itunes:summary><![CDATA[For the first time in Asia, Jay Kim sits down with some of the world’s most successful Entrepreneurs, Investors, Founders, and Thought Leaders to catalogue their entrepreneurial journey, review critical lessons learned, and divulge secrets to success.  Listeners will immediately gain valuable insights and actionable advice.  A must listen for all aspiring young entrepreneurs and startup founders.]]></itunes:summary><itunes:category text="Business"/><itunes:explicit>clean</itunes:explicit><itunes:type>episodic</itunes:type><googleplay:author>Jay Kim</googleplay:author><googleplay:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/3969aa9eaf08f1d0ea1518968be8c4ca.jpg"/><googleplay:email>feeds@spreaker.com</googleplay:email><googleplay:description>For the first time in Asia, Jay Kim sits down with some of the world’s most successful Entrepreneurs, Investors, Founders, and Thought Leaders to catalogue their entrepreneurial journey, review critical lessons learned, and divulge secrets to success.  Listeners will immediately gain valuable insights and actionable advice.  A must listen for all aspiring young entrepreneurs and startup founders.</googleplay:description><googleplay:category text="Business"/><googleplay:explicit>No</googleplay:explicit><item><title>Maxx Bricklin, Co-founder and Principal of BOLD Capital Partners</title><link>https://www.spreaker.com/user/jaykimshow/maxx-bricklin-co-founder-and-principal-o</link><description><![CDATA[Listen to this episode on iTunes<br />What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.<br />LINKS FROM TODAY’S EPISODE<br /><br />Read the full transcript from Maxx's interview<br />BOLD Capital Partners<br />Singularity University<br />Peter H. Diamandis’s blog<br /><br /> <br />DETAILED SHOW NOTES<br /><br />(00:58) Maxx gives a brief self-introduction<br />(02:48) Maxx’s experience in angel investing<br />(04:07) Jay and Maxx discuss why angel investing is tricky and why it’s often best to leave that type of investing the professionals<br />(07:03) Why optimism can be a liability for investors<br />(08:14) Maxx shares the backstory on how BOLD was founded<br />(09:58) Maxx explains the “exponential technologies” that BOLD invests in and touches on why BOLD partners with Singularity University<br />(11:23) How and why Maxx teamed up with Peter Diamandis<br />(15:20) Maxx gives an overview of Singularity University<br />(18:56) Maxx explains the partnership between Singularity University and BOLD<br />(20:24) Some of the metrics BOLD uses when determining companies to invest in<br />(27:02) Maxx reflects on his recent trips to Asia and what excites him the most about China.<br />(30:44) Maxx’s impressions of Japan<br />(32:30) Maxx discloses BOLD’s geographical constraints when allocating capital<br />(34:31) The areas and sectors that most excite Maxx right now, and how to best contact him if you’re interested in learning more or getting involved]]></description><guid isPermaLink="false">https://www.jaykimshow.com/?post_type=podcast&amp;p=4547</guid><pubDate>Mon, 21 Jun 2021 00:30:22 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/46471755/156_maxx_bricklin.mp3" length="27666639" type="audio/mpeg"/><itunes:author>Jay Kim</itunes:author><itunes:subtitle>Listen to this episode on iTunes
What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.
LINKS FROM TODAY’S EPISODE

Read the full transcript from Maxx's interview
BOLD Capital Partners...</itunes:subtitle><itunes:summary><![CDATA[Listen to this episode on iTunes<br />What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.<br />LINKS FROM TODAY’S EPISODE<br /><br />Read the full transcript from Maxx's interview<br />BOLD Capital Partners<br />Singularity University<br />Peter H. Diamandis’s blog<br /><br /> <br />DETAILED SHOW NOTES<br /><br />(00:58) Maxx gives a brief self-introduction<br />(02:48) Maxx’s experience in angel investing<br />(04:07) Jay and Maxx discuss why angel investing is tricky and why it’s often best to leave that type of investing the professionals<br />(07:03) Why optimism can be a liability for investors<br />(08:14) Maxx shares the backstory on how BOLD was founded<br />(09:58) Maxx explains the “exponential technologies” that BOLD invests in and touches on why BOLD partners with Singularity University<br />(11:23) How and why Maxx teamed up with Peter Diamandis<br />(15:20) Maxx gives an overview of Singularity University<br />(18:56) Maxx explains the partnership between Singularity University and BOLD<br />(20:24) Some of the metrics BOLD uses when determining companies to invest in<br />(27:02) Maxx reflects on his recent trips to Asia and what excites him the most about China.<br />(30:44) Maxx’s impressions of Japan<br />(32:30) Maxx discloses BOLD’s geographical constraints when allocating capital<br />(34:31) The areas and sectors that most excite Maxx right now, and how to best contact him if you’re interested in learning more or getting involved]]></itunes:summary><itunes:duration>2257</itunes:duration><itunes:explicit>clean</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/009f87c6f8c5a2975365c02188f0b5db.jpg"/><itunes:episodeType>full</itunes:episodeType><googleplay:author>Jay Kim</googleplay:author><googleplay:description>Listen to this episode on iTunes
What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.
LINKS FROM TODAY’S EPISODE

Read the full transcript from Maxx's interview
BOLD Capital Partners
Singularity University
Peter H. Diamandis’s blog

 
DETAILED SHOW NOTES

(00:58) Maxx gives a brief self-introduction
(02:48) Maxx’s experience in angel investing
(04:07) Jay and Maxx discuss why angel investing is tricky and why it’s often best to leave that type of investing the professionals
(07:03) Why optimism can be a liability for investors
(08:14) Maxx shares the backstory on how BOLD was founded
(09:58) Maxx explains the “exponential technologies” that BOLD invests in and touches on why BOLD partners with Singularity University
(11:23) How and why Maxx teamed up with Peter Diamandis
(15:20) Maxx gives an overview of Singularity University
(18:56) Maxx explains the partnership between Singularity University and BOLD
(20:24) Some of the metrics BOLD uses when determining companies to invest in
(27:02) Maxx reflects on his recent trips to Asia and what excites him the most about China.
(30:44) Maxx’s impressions of Japan
(32:30) Maxx discloses BOLD’s geographical constraints when allocating capital
(34:31) The areas and sectors that most excite Maxx right now, and how to best contact him if you’re interested in learning more or getting involved</googleplay:description><googleplay:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/009f87c6f8c5a2975365c02188f0b5db.jpg"/><googleplay:explicit>No</googleplay:explicit></item><item><title>Mark Jolley, leading strategist for China Construction Bank</title><link>https://www.spreaker.com/user/jaykimshow/mark-jolley-leading-strategist-for-china</link><description><![CDATA[Listen to this episode on iTunes<br />What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.<br />LINKS FROM TODAY’S EPISODE<br /><br />Read the full transcript from Mark's interview<br />China Construction Bank<br /><br /> <br />DETAILED SHOW NOTES<br /><br />(0:59) Mark’s self-introduction<br />(2:37) Mark comments on family offices in China<br />(4:01) Mark gives an overview of the current global markets<br />(9:29) The nuances of Asian markets and the pitfalls foreign investors encounter<br />(16:35) Mark’s perspective on the Chinese market and currency<br />(22:35) Mark describes his investment process<br />(29:24) Mark’s recommendations for asset allocations within a portfolio<br />(31:36) Tips for first-time investors in China<br />(34:13) Mark’s outlook on future markets<br />(37:19) Mark’s plans in the coming year]]></description><guid isPermaLink="false">https://www.jaykimshow.com/?post_type=podcast&amp;p=4541</guid><pubDate>Mon, 17 May 2021 00:30:35 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/46471757/155_mark_jolley.mp3" length="30438885" type="audio/mpeg"/><itunes:author>Jay Kim</itunes:author><itunes:subtitle>Listen to this episode on iTunes
What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.
LINKS FROM TODAY’S EPISODE

Read the full transcript from Mark's interview
China Construction Bank

 ...</itunes:subtitle><itunes:summary><![CDATA[Listen to this episode on iTunes<br />What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.<br />LINKS FROM TODAY’S EPISODE<br /><br />Read the full transcript from Mark's interview<br />China Construction Bank<br /><br /> <br />DETAILED SHOW NOTES<br /><br />(0:59) Mark’s self-introduction<br />(2:37) Mark comments on family offices in China<br />(4:01) Mark gives an overview of the current global markets<br />(9:29) The nuances of Asian markets and the pitfalls foreign investors encounter<br />(16:35) Mark’s perspective on the Chinese market and currency<br />(22:35) Mark describes his investment process<br />(29:24) Mark’s recommendations for asset allocations within a portfolio<br />(31:36) Tips for first-time investors in China<br />(34:13) Mark’s outlook on future markets<br />(37:19) Mark’s plans in the coming year]]></itunes:summary><itunes:duration>2488</itunes:duration><itunes:explicit>clean</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/da22d303ecd7f752a0e1f2f8e2977d96.jpg"/><itunes:episodeType>full</itunes:episodeType><googleplay:author>Jay Kim</googleplay:author><googleplay:description>Listen to this episode on iTunes
What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.
LINKS FROM TODAY’S EPISODE

Read the full transcript from Mark's interview
China Construction Bank

 
DETAILED SHOW NOTES

(0:59) Mark’s self-introduction
(2:37) Mark comments on family offices in China
(4:01) Mark gives an overview of the current global markets
(9:29) The nuances of Asian markets and the pitfalls foreign investors encounter
(16:35) Mark’s perspective on the Chinese market and currency
(22:35) Mark describes his investment process
(29:24) Mark’s recommendations for asset allocations within a portfolio
(31:36) Tips for first-time investors in China
(34:13) Mark’s outlook on future markets
(37:19) Mark’s plans in the coming year</googleplay:description><googleplay:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/da22d303ecd7f752a0e1f2f8e2977d96.jpg"/><googleplay:explicit>No</googleplay:explicit></item><item><title>Ben Reynolds, founder of Sure Dividend</title><link>https://www.spreaker.com/user/jaykimshow/ben-reynolds-founder-of-sure-dividend</link><description><![CDATA[Listen to this episode on iTunes<br />What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.<br />LINKS FROM TODAY’S EPISODE<br /><br />Read the full transcript from Ben's interview<br />Find Ben on Twitter<br />Sure Dividend<br /><br /> <br />DETAILED SHOW NOTES<br /><br />(01:05) Ben’s self-introduction and introduction of Sure Dividend<br />(03:12) How Ben came to focus on dividend stocks<br />(08:01) Why Ben primarily focuses on high-growth dividend stocks<br />(10:26) Ben’s framework for a first-time high-dividend growth investor<br />(12:51) Ben on model portfolios<br />(15:22) How to get started building a high growth dividend portfolio<br />(18:25) Ben’s advice on reinvesting and investing in general<br />(20:02) The risks of investing in Dividend Aristocrats<br />(23:43) Ben’s response to a Dividend Aristocrat cutting their dividend<br />(24:47) Red flags when dealing with high growth dividend stocks<br />(28:13) Ben shares his sector preferences<br />(30:40) The effects of geopolitical events and market dislocations on dividend investors<br />(33:50) High dividend stocks Ben recommends<br />(36:26) About the Sure Dividend website and the newsletter offerings]]></description><guid isPermaLink="false">https://www.jaykimshow.com/?post_type=podcast&amp;p=4529</guid><pubDate>Mon, 15 Mar 2021 00:30:53 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/43889347/153_ben_reynolds.mp3" length="29661404" type="audio/mpeg"/><itunes:author>Jay Kim</itunes:author><itunes:subtitle>Listen to this episode on iTunes
What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.
LINKS FROM TODAY’S EPISODE

Read the full transcript from Ben's interview
Find Ben on Twitter
Sure...</itunes:subtitle><itunes:summary><![CDATA[Listen to this episode on iTunes<br />What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.<br />LINKS FROM TODAY’S EPISODE<br /><br />Read the full transcript from Ben's interview<br />Find Ben on Twitter<br />Sure Dividend<br /><br /> <br />DETAILED SHOW NOTES<br /><br />(01:05) Ben’s self-introduction and introduction of Sure Dividend<br />(03:12) How Ben came to focus on dividend stocks<br />(08:01) Why Ben primarily focuses on high-growth dividend stocks<br />(10:26) Ben’s framework for a first-time high-dividend growth investor<br />(12:51) Ben on model portfolios<br />(15:22) How to get started building a high growth dividend portfolio<br />(18:25) Ben’s advice on reinvesting and investing in general<br />(20:02) The risks of investing in Dividend Aristocrats<br />(23:43) Ben’s response to a Dividend Aristocrat cutting their dividend<br />(24:47) Red flags when dealing with high growth dividend stocks<br />(28:13) Ben shares his sector preferences<br />(30:40) The effects of geopolitical events and market dislocations on dividend investors<br />(33:50) High dividend stocks Ben recommends<br />(36:26) About the Sure Dividend website and the newsletter offerings]]></itunes:summary><itunes:duration>2424</itunes:duration><itunes:explicit>clean</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/f870e94b52dd019519f89c1e4821ff03.jpg"/><itunes:episodeType>full</itunes:episodeType><googleplay:author>Jay Kim</googleplay:author><googleplay:description>Listen to this episode on iTunes
What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.
LINKS FROM TODAY’S EPISODE

Read the full transcript from Ben's interview
Find Ben on Twitter
Sure Dividend

 
DETAILED SHOW NOTES

(01:05) Ben’s self-introduction and introduction of Sure Dividend
(03:12) How Ben came to focus on dividend stocks
(08:01) Why Ben primarily focuses on high-growth dividend stocks
(10:26) Ben’s framework for a first-time high-dividend growth investor
(12:51) Ben on model portfolios
(15:22) How to get started building a high growth dividend portfolio
(18:25) Ben’s advice on reinvesting and investing in general
(20:02) The risks of investing in Dividend Aristocrats
(23:43) Ben’s response to a Dividend Aristocrat cutting their dividend
(24:47) Red flags when dealing with high growth dividend stocks
(28:13) Ben shares his sector preferences
(30:40) The effects of geopolitical events and market dislocations on dividend investors
(33:50) High dividend stocks Ben recommends
(36:26) About the Sure Dividend website and the newsletter offerings</googleplay:description><googleplay:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/f870e94b52dd019519f89c1e4821ff03.jpg"/><googleplay:explicit>No</googleplay:explicit></item><item><title>Stanley Lim, author of Value Investing in Asia</title><link>https://www.spreaker.com/user/jaykimshow/stanley-lim-author-of-value-investing-in</link><description><![CDATA[Listen to this episode on iTunes<br />What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.<br />LINKS FROM TODAY’S EPISODE<br /><br />Read the full transcript from Stanley's interview<br />Find Value Invest Asia on Facebook, Instagram, Twitter, and Youtube<br />The Motley Fool<br />ValueInvestAsia.com<br />Value Investing in Asia: The Definitive Guide to Investing in Asia by Stanley Lim<br /><br /> <br />DETAILED SHOW NOTES<br /><br />(0:48) Jay’s introduction of Stanley<br />(2:02) Stanley’s background<br />(4:11) How Stanley became interested in investing<br />(7:04) Why Stanley started the ValueInvestAsia blog<br />(10:27) Stanley gives a primer on what is value investing<br />(16:01) How transparency and corporate governance differs in Asia versus the West<br />(21:12) Stanley shares some simple metrics for weeding out bad bets<br />(26:08) The Asian countries Stanley choose to invest in<br />(29:17) Stanley’s perspective on the Singaporean market<br />(32:51) Stanley’s broad view of the markets — especially from a value-investor perspective<br />(36:01) A trade Stanley is excited about<br />(39:30) Advice for foreigners who want to invest in Asia<br />(40:56) About Stanley’s book, Value Investing in Asia]]></description><guid isPermaLink="false">https://www.jaykimshow.com/?post_type=podcast&amp;p=4521</guid><pubDate>Mon, 15 Feb 2021 00:30:05 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/43467140/152_stanley_lim.mp3" length="33277530" type="audio/mpeg"/><itunes:author>Jay Kim</itunes:author><itunes:subtitle>Listen to this episode on iTunes
What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.
LINKS FROM TODAY’S EPISODE

Read the full transcript from Stanley's interview
Find Value Invest Asia on...</itunes:subtitle><itunes:summary><![CDATA[Listen to this episode on iTunes<br />What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.<br />LINKS FROM TODAY’S EPISODE<br /><br />Read the full transcript from Stanley's interview<br />Find Value Invest Asia on Facebook, Instagram, Twitter, and Youtube<br />The Motley Fool<br />ValueInvestAsia.com<br />Value Investing in Asia: The Definitive Guide to Investing in Asia by Stanley Lim<br /><br /> <br />DETAILED SHOW NOTES<br /><br />(0:48) Jay’s introduction of Stanley<br />(2:02) Stanley’s background<br />(4:11) How Stanley became interested in investing<br />(7:04) Why Stanley started the ValueInvestAsia blog<br />(10:27) Stanley gives a primer on what is value investing<br />(16:01) How transparency and corporate governance differs in Asia versus the West<br />(21:12) Stanley shares some simple metrics for weeding out bad bets<br />(26:08) The Asian countries Stanley choose to invest in<br />(29:17) Stanley’s perspective on the Singaporean market<br />(32:51) Stanley’s broad view of the markets — especially from a value-investor perspective<br />(36:01) A trade Stanley is excited about<br />(39:30) Advice for foreigners who want to invest in Asia<br />(40:56) About Stanley’s book, Value Investing in Asia]]></itunes:summary><itunes:duration>2726</itunes:duration><itunes:explicit>clean</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/d2d66b3ba3b12a48a63bd3a53e988473.jpg"/><itunes:episodeType>full</itunes:episodeType><googleplay:author>Jay Kim</googleplay:author><googleplay:description>Listen to this episode on iTunes
What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.
LINKS FROM TODAY’S EPISODE

Read the full transcript from Stanley's interview
Find Value Invest Asia on Facebook, Instagram, Twitter, and Youtube
The Motley Fool
ValueInvestAsia.com
Value Investing in Asia: The Definitive Guide to Investing in Asia by Stanley Lim

 
DETAILED SHOW NOTES

(0:48) Jay’s introduction of Stanley
(2:02) Stanley’s background
(4:11) How Stanley became interested in investing
(7:04) Why Stanley started the ValueInvestAsia blog
(10:27) Stanley gives a primer on what is value investing
(16:01) How transparency and corporate governance differs in Asia versus the West
(21:12) Stanley shares some simple metrics for weeding out bad bets
(26:08) The Asian countries Stanley choose to invest in
(29:17) Stanley’s perspective on the Singaporean market
(32:51) Stanley’s broad view of the markets — especially from a value-investor perspective
(36:01) A trade Stanley is excited about
(39:30) Advice for foreigners who want to invest in Asia
(40:56) About Stanley’s book, Value Investing in Asia</googleplay:description><googleplay:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/d2d66b3ba3b12a48a63bd3a53e988473.jpg"/><googleplay:explicit>No</googleplay:explicit></item><item><title>Brendan Ahern, CIO of KraneShares</title><link>https://www.spreaker.com/user/jaykimshow/brendan-ahern-cio-of-kraneshares</link><description><![CDATA[Listen to this episode on iTunes<br />What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.<br />LINKS FROM TODAY’S EPISODE<br /><br />Read the full transcript from Brendan's interview<br />KraneShares<br /><br />DETAILED SHOW NOTES<br /><br />[0:00:54] Brendan’s self-introduction<br />[0:02:49] How Kraneshares is different from and FXI or other ETFs<br />[0:07:30] Misperceptions and biases that foreigners have about investing in China<br />[0:12:23] Opportunities unique within Kraneshares funds and ETFs<br />[0:15:49] KraneShares’ China-focused ETFs<br />[0:17:49] The liquidity of KraneShares]]></description><guid isPermaLink="false">https://www.jaykimshow.com/?post_type=podcast&amp;p=4510</guid><pubDate>Mon, 18 Jan 2021 00:30:58 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/42983052/152_brendan_ahern.mp3" length="16738328" type="audio/mpeg"/><itunes:author>Jay Kim</itunes:author><itunes:subtitle>Listen to this episode on iTunes
What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.
LINKS FROM TODAY’S EPISODE

Read the full transcript from Brendan's interview
KraneShares

DETAILED SHOW...</itunes:subtitle><itunes:summary><![CDATA[Listen to this episode on iTunes<br />What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.<br />LINKS FROM TODAY’S EPISODE<br /><br />Read the full transcript from Brendan's interview<br />KraneShares<br /><br />DETAILED SHOW NOTES<br /><br />[0:00:54] Brendan’s self-introduction<br />[0:02:49] How Kraneshares is different from and FXI or other ETFs<br />[0:07:30] Misperceptions and biases that foreigners have about investing in China<br />[0:12:23] Opportunities unique within Kraneshares funds and ETFs<br />[0:15:49] KraneShares’ China-focused ETFs<br />[0:17:49] The liquidity of KraneShares]]></itunes:summary><itunes:duration>1346</itunes:duration><itunes:explicit>clean</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/9ba1bfc67c9fdf453d8e214f7f6e4e65.jpg"/><itunes:episodeType>full</itunes:episodeType><googleplay:author>Jay Kim</googleplay:author><googleplay:description>Listen to this episode on iTunes
What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.
LINKS FROM TODAY’S EPISODE

Read the full transcript from Brendan's interview
KraneShares

DETAILED SHOW NOTES

[0:00:54] Brendan’s self-introduction
[0:02:49] How Kraneshares is different from and FXI or other ETFs
[0:07:30] Misperceptions and biases that foreigners have about investing in China
[0:12:23] Opportunities unique within Kraneshares funds and ETFs
[0:15:49] KraneShares’ China-focused ETFs
[0:17:49] The liquidity of KraneShares</googleplay:description><googleplay:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/9ba1bfc67c9fdf453d8e214f7f6e4e65.jpg"/><googleplay:explicit>No</googleplay:explicit></item><item><title>Erik Townsend, founder of Macro Voices</title><link>https://www.spreaker.com/user/jaykimshow/erik-townsend-founder-of-macro-voices</link><description><![CDATA[Listen to this episode on iTunes<br />What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.<br />LINKS FROM TODAY’S EPISODE<br /><br />Read the full transcript from Erik's interview<br />Find Erik on Twitter<br />MacroVoices.com<br />Jack Schwager’s Market Wizards books<br />Jim Rogers<br />Nikolai Kondratiev and the long-wave business cycle<br />The Fourth Turning by William Strauss and Neil Howe<br />The Triffin Paradox, or the “Triffin dilemma”<br />Kyle Bass on Twitter<br />Michael Covels on the Jay Kim Show<br />Michael Covel on Trend Following<br />Electric unicycles<br /><br /> <br />DETAILED SHOW NOTES<br /><br />(00:44) Jay’s introduction of Erik<br />(01:34) Erik’s self-introduction and how he got into investing<br />(04:26) Living on a yacht is not all it’s cracked up to be<br />(05:01) Erik reinvents himself as a macro investor and eventually started a hedge fund<br />(07:49) Erik explains why he embraced macro investing, as opposed to another school of thought<br />(10:05) Considering the big picture and long-wave business cycles<br />(14:42) The big changes Erik sees coming in the next 10 to 15 years — first up, the price of oil<br />(18:08) The second big change — the world’s reserve currency and de-dollarization<br />(20:06) Another potential change — a government-backed cryptocurrency<br />(21:30) “This is Asia’s century.”<br />(22:51) Triffin’s paradox and a brief history of the petrodollar<br />(31:59) Erik’s cautions concerning investing in Asia<br />(38:02) When investing in Asia, Erik recommends this route<br />(40:46) Erik’s views on cryptocurrencies<br />(46:06) Erik’s advice for new investors<br />(48:31) About Erik’s podcast, Macro Voices<br /><br /> <br /> ]]></description><guid isPermaLink="false">https://www.jaykimshow.com/?post_type=podcast&amp;p=4503</guid><pubDate>Mon, 14 Dec 2020 00:30:16 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/42473002/151_erik_townsend.mp3" length="40545854" type="audio/mpeg"/><itunes:author>Jay Kim</itunes:author><itunes:subtitle>Listen to this episode on iTunes
What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.
LINKS FROM TODAY’S EPISODE

Read the full transcript from Erik's interview
Find Erik on Twitter...</itunes:subtitle><itunes:summary><![CDATA[Listen to this episode on iTunes<br />What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.<br />LINKS FROM TODAY’S EPISODE<br /><br />Read the full transcript from Erik's interview<br />Find Erik on Twitter<br />MacroVoices.com<br />Jack Schwager’s Market Wizards books<br />Jim Rogers<br />Nikolai Kondratiev and the long-wave business cycle<br />The Fourth Turning by William Strauss and Neil Howe<br />The Triffin Paradox, or the “Triffin dilemma”<br />Kyle Bass on Twitter<br />Michael Covels on the Jay Kim Show<br />Michael Covel on Trend Following<br />Electric unicycles<br /><br /> <br />DETAILED SHOW NOTES<br /><br />(00:44) Jay’s introduction of Erik<br />(01:34) Erik’s self-introduction and how he got into investing<br />(04:26) Living on a yacht is not all it’s cracked up to be<br />(05:01) Erik reinvents himself as a macro investor and eventually started a hedge fund<br />(07:49) Erik explains why he embraced macro investing, as opposed to another school of thought<br />(10:05) Considering the big picture and long-wave business cycles<br />(14:42) The big changes Erik sees coming in the next 10 to 15 years — first up, the price of oil<br />(18:08) The second big change — the world’s reserve currency and de-dollarization<br />(20:06) Another potential change — a government-backed cryptocurrency<br />(21:30) “This is Asia’s century.”<br />(22:51) Triffin’s paradox and a brief history of the petrodollar<br />(31:59) Erik’s cautions concerning investing in Asia<br />(38:02) When investing in Asia, Erik recommends this route<br />(40:46) Erik’s views on cryptocurrencies<br />(46:06) Erik’s advice for new investors<br />(48:31) About Erik’s podcast, Macro Voices<br /><br /> <br /> ]]></itunes:summary><itunes:duration>3333</itunes:duration><itunes:explicit>clean</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/4e114165e22523b687cebc973d6180a2.jpg"/><itunes:episodeType>full</itunes:episodeType><googleplay:author>Jay Kim</googleplay:author><googleplay:description>Listen to this episode on iTunes
What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.
LINKS FROM TODAY’S EPISODE

Read the full transcript from Erik's interview
Find Erik on Twitter
MacroVoices.com
Jack Schwager’s Market Wizards books
Jim Rogers
Nikolai Kondratiev and the long-wave business cycle
The Fourth Turning by William Strauss and Neil Howe
The Triffin Paradox, or the “Triffin dilemma”
Kyle Bass on Twitter
Michael Covels on the Jay Kim Show
Michael Covel on Trend Following
Electric unicycles

 
DETAILED SHOW NOTES

(00:44) Jay’s introduction of Erik
(01:34) Erik’s self-introduction and how he got into investing
(04:26) Living on a yacht is not all it’s cracked up to be
(05:01) Erik reinvents himself as a macro investor and eventually started a hedge fund
(07:49) Erik explains why he embraced macro investing, as opposed to another school of thought
(10:05) Considering the big picture and long-wave business cycles
(14:42) The big changes Erik sees coming in the next 10 to 15 years — first up, the price of oil
(18:08) The second big change — the world’s reserve currency and de-dollarization
(20:06) Another potential change — a government-backed cryptocurrency
(21:30) “This is Asia’s century.”
(22:51) Triffin’s paradox and a brief history of the petrodollar
(31:59) Erik’s cautions concerning investing in Asia
(38:02) When investing in Asia, Erik recommends this route
(40:46) Erik’s views on cryptocurrencies
(46:06) Erik’s advice for new investors
(48:31) About Erik’s podcast, Macro Voices

 
 </googleplay:description><googleplay:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/4e114165e22523b687cebc973d6180a2.jpg"/><googleplay:explicit>No</googleplay:explicit></item><item><title>Jared Dillian, Founder of the Daily Dirtnap</title><link>https://www.spreaker.com/user/jaykimshow/jared-dillian-founder-of-the-daily-dirtn</link><description><![CDATA[Listen to this episode on iTunes<br />What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.<br />LINKS FROM TODAY’S EPISODE<br /><br />Read the full transcript from Jared's interview<br />The Daily Dirtnap<br />Find Jared’s books on Amazon<br />Find Jared on Twitter<br /><br /> <br />DETAILED SHOW NOTES<br /><br />    (0:41) Jared’s self-introduction and brief background<br />    (2:29) How Jared’s writing, which started out as entertainment, propelled him to learn and think more deeply about economics and financial markets<br />    (4:54) Jared’s thinking and writing motivated him to put his money where his mouth was. Since 2012, the ideas he writes about have been backed up with capital.<br />    (9:37) Jared’s investment methodology and reflections on being a contrarian<br />    (11:45) Jared’s reflections on the current bull market<br />    (17:50) Jared’s perspective on Investing in emerging markets<br />    (20:21) How Bitcoin is reminiscent of the dot-com bubble<br />    (23:26) Jared’s thoughts on central banks and the Feds fund curve<br />    (26:02) Jared’s newsletter and blog – outside-the-box thinking<br />    (29:27) Jared’s current book project]]></description><guid isPermaLink="false">https://www.jaykimshow.com/?post_type=podcast&amp;p=4490</guid><pubDate>Mon, 09 Nov 2020 00:30:35 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/41867424/150_jared_dillian.mp3" length="24885879" type="audio/mpeg"/><itunes:author>Jay Kim</itunes:author><itunes:subtitle>Listen to this episode on iTunes
What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.
LINKS FROM TODAY’S EPISODE

Read the full transcript from Jared's interview
The Daily Dirtnap
Find Jared’s...</itunes:subtitle><itunes:summary><![CDATA[Listen to this episode on iTunes<br />What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.<br />LINKS FROM TODAY’S EPISODE<br /><br />Read the full transcript from Jared's interview<br />The Daily Dirtnap<br />Find Jared’s books on Amazon<br />Find Jared on Twitter<br /><br /> <br />DETAILED SHOW NOTES<br /><br />    (0:41) Jared’s self-introduction and brief background<br />    (2:29) How Jared’s writing, which started out as entertainment, propelled him to learn and think more deeply about economics and financial markets<br />    (4:54) Jared’s thinking and writing motivated him to put his money where his mouth was. Since 2012, the ideas he writes about have been backed up with capital.<br />    (9:37) Jared’s investment methodology and reflections on being a contrarian<br />    (11:45) Jared’s reflections on the current bull market<br />    (17:50) Jared’s perspective on Investing in emerging markets<br />    (20:21) How Bitcoin is reminiscent of the dot-com bubble<br />    (23:26) Jared’s thoughts on central banks and the Feds fund curve<br />    (26:02) Jared’s newsletter and blog – outside-the-box thinking<br />    (29:27) Jared’s current book project]]></itunes:summary><itunes:duration>2026</itunes:duration><itunes:explicit>clean</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/a54f78d7aaa5eb342ebfa3ab555fa3aa.jpg"/><itunes:episodeType>full</itunes:episodeType><googleplay:author>Jay Kim</googleplay:author><googleplay:description>Listen to this episode on iTunes
What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.
LINKS FROM TODAY’S EPISODE

Read the full transcript from Jared's interview
The Daily Dirtnap
Find Jared’s books on Amazon
Find Jared on Twitter

 
DETAILED SHOW NOTES

    (0:41) Jared’s self-introduction and brief background
    (2:29) How Jared’s writing, which started out as entertainment, propelled him to learn and think more deeply about economics and financial markets
    (4:54) Jared’s thinking and writing motivated him to put his money where his mouth was. Since 2012, the ideas he writes about have been backed up with capital.
    (9:37) Jared’s investment methodology and reflections on being a contrarian
    (11:45) Jared’s reflections on the current bull market
    (17:50) Jared’s perspective on Investing in emerging markets
    (20:21) How Bitcoin is reminiscent of the dot-com bubble
    (23:26) Jared’s thoughts on central banks and the Feds fund curve
    (26:02) Jared’s newsletter and blog – outside-the-box thinking
    (29:27) Jared’s current book project</googleplay:description><googleplay:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/a54f78d7aaa5eb342ebfa3ab555fa3aa.jpg"/><googleplay:explicit>No</googleplay:explicit></item><item><title>Tadas Viskanta, author and blogger of Abnormal Returns</title><link>https://www.spreaker.com/user/jaykimshow/tadas-viskanta-author-and-blogger-of-abn</link><description><![CDATA[Listen to this episode on iTunes<br />What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.<br />LINKS FROM TODAY’S EPISODE<br /><br />Read the full transcript from Tadas's interview<br />Tadas’s book, Abnormal Returns<br />Abnormal Returns blog<br /><br /> <br />DETAILED SHOW NOTES<br /><br />(00:54) Jay’s introduction of Tadas<br />(01:12) Tadas’s self introduction<br />(03:16) Jay and Tadas discuss how their investment approaches have shifted over time and how personality plays a role in investment strategies<br />(07:54) Compounding your education as well as your returns<br />(11:00) Why Tadas started blogging<br />(14:14) Jay and Tadas discuss frequency of creating good content and various content outlets<br />(17:09) Tadas’s investment approach<br />(20:02) The asset classes that interest Tadas<br />(21:11) Tadas on the bull market and what to look for<br />(23:16) Tadas on international markets<br />(26:11) About Tadas’s book, Abnormal Returns<br />(33:31) About the investment class Tadas teaches<br />(34:18) Tadas’s areas of experience with alternative asset classes<br />(34:57) Tadas’s recommended “starter toolkit” for newbie investors<br />(39:29) About Tadas’s blog and subscription]]></description><guid isPermaLink="false">https://www.jaykimshow.com/?post_type=podcast&amp;p=4487</guid><pubDate>Mon, 12 Oct 2020 00:30:03 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/41414523/149_tadas_viskanta.mp3" length="31913459" type="audio/mpeg"/><itunes:author>Jay Kim</itunes:author><itunes:subtitle>Listen to this episode on iTunes
What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.
LINKS FROM TODAY’S EPISODE

Read the full transcript from Tadas's interview
Tadas’s book, Abnormal Returns...</itunes:subtitle><itunes:summary><![CDATA[Listen to this episode on iTunes<br />What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.<br />LINKS FROM TODAY’S EPISODE<br /><br />Read the full transcript from Tadas's interview<br />Tadas’s book, Abnormal Returns<br />Abnormal Returns blog<br /><br /> <br />DETAILED SHOW NOTES<br /><br />(00:54) Jay’s introduction of Tadas<br />(01:12) Tadas’s self introduction<br />(03:16) Jay and Tadas discuss how their investment approaches have shifted over time and how personality plays a role in investment strategies<br />(07:54) Compounding your education as well as your returns<br />(11:00) Why Tadas started blogging<br />(14:14) Jay and Tadas discuss frequency of creating good content and various content outlets<br />(17:09) Tadas’s investment approach<br />(20:02) The asset classes that interest Tadas<br />(21:11) Tadas on the bull market and what to look for<br />(23:16) Tadas on international markets<br />(26:11) About Tadas’s book, Abnormal Returns<br />(33:31) About the investment class Tadas teaches<br />(34:18) Tadas’s areas of experience with alternative asset classes<br />(34:57) Tadas’s recommended “starter toolkit” for newbie investors<br />(39:29) About Tadas’s blog and subscription]]></itunes:summary><itunes:duration>2613</itunes:duration><itunes:explicit>clean</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/176066f022536246a38659a85a338878.jpg"/><itunes:episodeType>full</itunes:episodeType><googleplay:author>Jay Kim</googleplay:author><googleplay:description>Listen to this episode on iTunes
What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.
LINKS FROM TODAY’S EPISODE

Read the full transcript from Tadas's interview
Tadas’s book, Abnormal Returns
Abnormal Returns blog

 
DETAILED SHOW NOTES

(00:54) Jay’s introduction of Tadas
(01:12) Tadas’s self introduction
(03:16) Jay and Tadas discuss how their investment approaches have shifted over time and how personality plays a role in investment strategies
(07:54) Compounding your education as well as your returns
(11:00) Why Tadas started blogging
(14:14) Jay and Tadas discuss frequency of creating good content and various content outlets
(17:09) Tadas’s investment approach
(20:02) The asset classes that interest Tadas
(21:11) Tadas on the bull market and what to look for
(23:16) Tadas on international markets
(26:11) About Tadas’s book, Abnormal Returns
(33:31) About the investment class Tadas teaches
(34:18) Tadas’s areas of experience with alternative asset classes
(34:57) Tadas’s recommended “starter toolkit” for newbie investors
(39:29) About Tadas’s blog and subscription</googleplay:description><googleplay:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/176066f022536246a38659a85a338878.jpg"/><googleplay:explicit>No</googleplay:explicit></item></channel></rss>
