Longriver Podcast

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 cover what I've learned...

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 recommend you read TP's...

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 into the...

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 case study, touching...

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 as a Chinese person...

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 Games Workshop, owner...

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 issues, including...

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 competition for relevance...

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 spirituality helps...

My guest is Wayne Jones , co-Founder and Portfolio Manager of the Ganes Focused Value Fund , a Brisbane, Australia, based investment manager. In this conversation, we cover how Wayne has built his eclectic circle of...

Following the publication of the sixth edition of Pillar Legal 's primer on the regulation of China's gaming industry , I spoke with Charles Yu (俞超) , a partner at the firm and head of its Shanghai office.  Our...

I spoke with Rob Sheridan , Founder of Uluwatu Limited , a Hong Kong based investment manager about how he's using his experience working at Global Endowment Management and Ward Ferry to identify the companies which...

My guest today is Dr. Daan Steenkamp , CEO of startup Codera Analytics and formerly Lead Economist and Head of the Research Unit at the South African Reserve Bank.  We tackle two big topics: 1) the difference...

This time it's my turn in the hot seat!  My wife Lizzie suggested she interview me for some early thoughts on Longriver, and to let me introduce myself and what I'm building. We cover what you'll find on my CV and...

Will Thrower is back for a second interview.  We cover how his research into Tesla took him to China's renewable energy industry; how China has emerged as the critical link in the world's transition to renewable...