likeadeer
K-Market Strategy Report
Strategic Insights from a Local Perspective likeadeerr.substack.com
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Dernier épisode
23 juin 2026
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Épisodes
ep34. The KOSDAQ Purge: The Birth of the "Premium Segment" and the 50% Semiconductor Shift 23.06.2026 19:39
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep33. The 26-Year Throne Falls: SK Hynix Overtakes Samsung, and the Micron Watershed 22.06.2026 18:54
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep32.Beyond the $36K Ceiling: 10.03.2026 21:12
Beyond the $36K Ceiling: Korea’s $110B Strategic Gamble and the New ‘National Growth ISA’ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep31.The Seoul-Brasília Nexus: Securing Rare Earths and Space Frontiers in a Tariff-Heavy World(Potcast) 24.02.2026 20:11
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep30.KOSPI 5,900(Potcast) 23.02.2026 22:08
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep29.The Great Re-rating: Why KOSPI 5,500 is Just the Beginning 13.02.2026 16:43
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep28. The "Zero-Labor" Shipyard: Why Korea's Labor Crisis is a Buy Signal for Tech-Shipbuilders(Potcast) 12.02.2026 15:29
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep27.K-Food 2.0: From "Viral Trend" to "Earnings Reality"(Potcast) 11.02.2026 15:02
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep26.The Great Filter: Why Korea’s 2026 Regulatory Pivot is a "Buy" Signal(Potcast) 10.02.2026 14:43
The Great Filter: Why Korea’s 2026 Regulatory Pivot is a “Buy” Signal This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep25.The Great Korean Asset Reallocation: (Potcast) 09.02.2026 15:51
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep24. The Great Wall of Brussels vs. The Fire of Buldak: (Potcast) 06.02.2026 14:30
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep23. The Great Rotation: (Potcast) 05.02.2026 19:38
The Great Rotation: From “Apps” to “AX” – Korea’s 10 Trillion Won Startup Reset This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep22. The $800/kWh Paradigm: (Potcast) 03.02.2026 15:50
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep21. KOSPI’s Dip is a Gift(Potcast) 02.02.2026 18:21
KOSPI’s Dip is a Gift: Why Value-Up 2.0 Makes 6,000 the New Reality This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep20.The 300 Trillion Won Unlock(Potcast) 30.01.2026 15:08
The 300 Trillion Won Unlock: Korea’s STO Market Officially Opens This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep.19 The 60 Trillion KRW 'Package Deal'(Potcast) 29.01.2026 15:34
The 60 Trillion KRW 'Package Deal' – Why Korea is the New Standard for Defense Exports This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep18. The Robotic Spine of K-Defense(Potcast) 28.01.2026 16:29
The Robotic Spine of K-Defense: Why Automation is the New Security Frontie r This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep17. The Moon Shot(Potcast) 28.01.2026 15:53
The Moon Shot: How the $24B Artemis Budget Ignited Korea’s "Trillion-Won" Space Er a This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep16. KOSDAQ Sidecar Alert(Potcast) 26.01.2026 15:21
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep.15 Chasing 5,000(Potcast) 23.01.2026 5:42
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep14. The Arctic Pivot(Potcast) 22.01.2026 4:25
The Arctic Pivot: Why the "Frozen Silk Road" is K-Shipbuilding's Next Super-Cycl e This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep13. The Greenland Gambit(Potcast) 21.01.2026 4:58
The Greenland Gambit: Why Seoul is the Hidden Winner of the US-EU Trade W ar This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep12. The Great Repatriation(Potcast) 20.01.2026 5:08
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep11. The Arctic Pivot(Potcast) 19.01.2026 5:04
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
ep10. The 2nm Wall(Potcast) 16.01.2026 13:32
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com
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