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.
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!
I’m a huge fan of podcasts. Listening to them forms part of my daily routine and I get many of my insights from them. I typically list my favourite podcasts, but this time I thought I’d list some of my favourite specific episodes. These may give you a springboard to enjoy the rest of the episodes of those podcasts. So here they are for this year (episode name first, followed by podcast name): Continue reading “My 23 Favourite Podcast Episodes So Far This Year”
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)”