I recently gave a speech on 3 key themes many investors are neglecting . Here’s the summary:
1) US-China tech cold war. The essence is that the US establishment led by the US Department Of Defense (DoD) has deemed China’s tech development as a national security issue. The view has been publically articulated by US Vice President Mike Pence in his Hudson Institute speech last October, where he talked about “using stolen technology, the Chinese Communist Party is turning plowshares into swords on a massive scale”. Meanwhile, the DoD’s venture capital unit, the DIUx, has described in a white paper that a key dimension of China’s technology transfer strategy is to invest in US start-ups, which had to be curtailed. On top of all of this, Congress has taken an increasingly hawkish stance to China.
Mongolia. Bolivia. Pine Ridge (South Dakota, US). What do these 3 places have in common? Well, the average income per person is around $3,500 per year. Yes, you read that correct – there are places in the US with the same income levels as a Third World country. I learnt that during a recent holiday in the US, where I first visited Las Vegas to see some family that live there. While Las Vegas has its own unique sense of aesthetics that seem to pop up in deserts, I did feel the need to have a time-out from Vegas. So I worked out which part of the US is the poorest, and decided to visit it. It turns out to be the aforementioned Pine Ridge in South Dakota. Continue reading “What I Learnt From An Unexpected US Mid-West Adventure (3 min read)”
We’ve all played Monopoly. You go around the board, try to accumulate sets of properties (ideally the green and dark blue ones), build hotels and then drive everyone else into bankruptcy. It can often drag on and on, but it’s worth the wait if it means you defeat your siblings. But did you know that this celebration of monopolistic capitalism was actually based on a game that was meant to show the evils of monopolies?! Continue reading “The Subversive Origin Of the Monopoly Board Game (3 min read)”
The late Hans Rosling found fame through his TED talks on visualising facts about the world. His last book,“Factfulness”, was published this year, and is a great read.
The thrust of the book is that we lazily make assumptions about the world, which are not based on facts, and then go on to formulate big world views. To make his point, he starts his book with 13 questions on the state of the world. I was surprised by many of the answers. Here are the questions (and the answers). See if you get them right!
Having been a researcher for many many years, I’ve picked up lots of useful tips and tricks to produce good research. Most I’ve been given by others, so I equally like to share everything I’ve learned to all the newbies in my research team. Below is the list I give (and it can useful for non-researchers too): Continue reading “What I Tell Young Researchers (3 min read)”
Fake news, social media manipulation, government propaganda – the list goes on, so who do we now trust to understand the “truth”. In the old days, it was enough that it came from a reputable organisation like a top university (say Harvard or Cambridge), government body (say the FDA or UN) or large media company (say the BBC or NY Times). The internet and perhaps more importantly the social media era disrupted that. Continue reading “Overcoming Fake News – Welcome To the Reputation Age (3 min read)”