East Meets West: A Podcast about understanding Asia Tech and how Asia Tech affects the world

Why are growth and tech stocks down? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: What is a growth stock How inflation affects growth stocks How high interest rates affect interest in growth stocks Factors that may indicate changes to inflation an...

In this episode, Dan and Albert break down Peloton. Peloton is best known as a digital or connected fitness platform – its main product is an internet-connected stationary bicycles that enable monthly subscribers to participate in instructor-led classes via streaming media. Peloton has 5.9 million members and is using bricks-and-mortar stores to build brand awareness, increase traffic to its websi...

What is hydrogen? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: What is hydrogen Why hydrogen energy is an important investment trend The three factors driving hydrogen adoption How to invest in hydrogen Check out our new Substack Newsletter! Sent...

In this episode, Dan and Albert talk with Kanish Chugh , Head of Distribution at ETF Securities Australia . ETF Securities Australia is the independent champion of specialist ETF solutions. They offer a range of cost-effective and innovation-led ETFs to help investors achieve better investment outcomes. We talk about two of their specific ETFs: Fintech & Blockchain: (ASX: FTEC) offers investor...

In this episode, Dan and Albert break down Roblox with Matt Berry, an investment analyst at Platinum Asset Management. Roblox is an online gaming platform where you can play games designed by other users and create and share your own games using Roblox's proprietary game-developing tool. Once you sign up, you can play an infinite number of games, build and share creations, and chat with other user...

Why invest in Electric Vehicles or EVs? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: What are electric vehicles Why investors should understand the 'S-Curve' for innovations Where electric vehicles are on the S-Curve How car manufacturers will be...

In this episode, Dan and Albert break down one year of Fresh Capital episodes. Last week we released our 52nd company breakdown, so as a change of pace we're looking back on some of our top episodes an re-examine how our verdicts and analysis is tracking. We also get personal to give the listeners a look at our journey as hosts, and what it means to us to have so many listeners week after week. Ch...

What is a SPAC or Special Purpose Acquisition Company? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: What is a SPAC The recent trend in SPACs The steps for a SPAC to acquire a company Why companies choose to be acquired by a SPAC rather than IPO Ch...

In this episode, Dan and Albert break down Allbirds. Allbirds calls itself a global lifestyle brand "that innovates with naturally derived materials to make better footwear and apparel products in a better way." The San Francisco-based and New Zealand-founded company says its footwear has a 30% lower carbon footprint than standard sneakers. Since it was founded in 2015, the company has sold more t...

What is Meta? Why is Facebook now Meta? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: Facebook's announcement to go Meta Why does Meta affect Facebook's business What is the metaverse Is Meta just a corporate re-brand What does Meta mean for the fu...

In this episode, Dan and Albert break down Coinbase. Coinbase is an online cryptocurrency exchange, allowing buyers and sellers to buy and sell cryptocurrencies online. For more experienced users, Coinbase offers a robust trading platform—called Coinbase Pro—with a full set of features and charts to help you plumb the depths of the crypto market. It also offers a  f ree wallet service that al...

What is Expectations Investing? Can it explain why Tesla stock is so high? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: What is expectations investing? The weaknesses to metric driven valuation models (e.g. discounted cash flow) Why Tesla sto...

In this episode, Dan and Albert break down Duolingo. Duolingo is the leading mobile learning platform globally. Duolingo offers courses in 40 languages to approximately 40 million monthly active users. The company uses a freemium model: the app and the website are accessible without charge, although Duolingo also offers a premium service for a fee. The company also offers the Duolingo English Test...

What are Computer Chips or Semiconductors?  We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: What are computer chips and how they are made Why computer chips get better each year What's causing the global computer chip shortage How computer chip...

In this episode, Dan and Albert break down Apple. Apple designs a wide variety of consumer electronic devices, including smartphones (iPhone), tablets (iPad), PCs (Mac), smartwatches (Apple Watch), AirPods, and TV boxes (Apple TV), among others. The iPhone makes up the majority of Apple’s total revenue. Apple's products run internally developed software and semiconductors, and the firm is well kno...

What is NPS or Net Promoter Score?  We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: What is Net Promoter Score and how it is calculated Why companies use Net Promoter Score How to use Net Promoter Score to compare similar companies Why Net Promo...

In this episode, Dan and Albert break down Starbucks. Starbucks is one of the most widely recognized restaurant brands in the world, operating 33,300 stores across 83 countries as of June 2021. The firm operates in three segments: the Americas, international markets, and through retail channels via channel development. Starbucks primarily generates revenue from company-operated stores, with additi...

What is on an Income Statement?  We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: Where do you find an income statement? What is revenue and how do companies report it (e.g. Spotify and Adore Beauty)? What is costs of goods sold? (e.g. Spotify)?...

In this episode, Dan and Albert break down Adore Beauty. Adore Beauty Group Limited (ABY) is a pureplay online beauty retailer. The Company is an integrated content, marketing and e-commerce retail platform that partners with beauty and personal care brands to introduce customers to a range of products to suit a variety of needs and preferences. Almost 60% of Australian consumers recognise the Ado...

What is a Store of Value? And, why is Bitcoin or gold a store of value? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: What is a store of value? What are examples of good and bad stores of value? (e.g. food, gold, currency) Why is Bitcoin considered...

In this episode, Dan and Albert break down Airbnb. Airbnb was born in 2007 when two Hosts welcomed three guests to their San Francisco home, and has since grown to 4 million Hosts who have welcomed more than 1 billion guest arrivals across over 220 countries and regions. Every day, Airbnb offers unique stays and one-of-a-kind activities that make it possible for guests to live anywhere on a global...

What is Evergrande? And, why is Evergrande's collapse potentially the next financial crisis? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: What is Evergrande What subsidiaries and assets are owned by Evergrande Why is Evergrande collapsing What is...

In this episode, Dan and Albert break down Cloudflare. Cloudflare is a Content Delivery Network (CDN) composed of hundreds of data centers located in more than 100 countries. Founded by Matthew Prince in 2009, Cloudflare has grown to handle five to ten percent of the global internet traffic, making Cloudflare one of the largest CDNs in the world. Why should you care? Cloudflare provides protection...

What is Shorting or what is a short? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our ' Simple Sprouts ' series. In this episode we cover: What is shorting The mechanics behind a short investment When and why to make a short investment Why Gamestop was a short squeeze Why shorting is good for the invest...

In this episode, Dan and Albert breakdown Alibaba. Founded in 1999 by an English teacher named Jack Ma, China’s Alibaba is the world's largest online and mobile commerce company. It operates China's most-visited online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read our...