12 episodes

Compounding Curiosity is a weekly podcast hosted by Kalani Scarrott and is all about compounding listeners curiosity, through thoughtful and curated interviews with interesting and accomplished guests across Asia-Pacific.

Compounding Curiosity Kalani Scarrott

    • Business

Compounding Curiosity is a weekly podcast hosted by Kalani Scarrott and is all about compounding listeners curiosity, through thoughtful and curated interviews with interesting and accomplished guests across Asia-Pacific.

    11 | Angelica Oung, Taiwan and Taipology

    11 | Angelica Oung, Taiwan and Taipology

    My guest today is Angelica Oung (@AngelicaOung). Angelica is the author of Taipology, a substack based on Taiwan and is also a business reporter at Taipei Times.
    In this conversation, we cover China’s relationship with Taiwan, Taiwanese Identity, and just Taiwan in general.
    I hope you enjoy my conversation with Angelica Oung.
     
    For the full show notes, transcript, and links to mentioned content, check out the episode page on  https://compoundingpodcast.com/ep11 
     
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    Show Notes:
    [00:00:32] - [First question] - Background and Angelica’s history with Taiwan
    [00:02:20] - What changed since Angelica left and came back
    [00:04:39] - How does Taiwan build their brand?
    [00:05:50] - How might this all play out?
    [00:07:14] - Some insight into Xi
    [00:08:23] - Taiwan’s relationship with China
    [00:10:56] - How should Taiwan improve their odds of a good outcome?
    [00:13:16] - Is the Taiwanese government underreacting or overreacting?
    [00:15:59] - Is there CCP threat fatigue in Taiwan?
    [00:17:47] - What do people get wrong about the cross-straits relationship
    [00:22:04] - Hong Kong and how it affects Taiwan
    [00:24:20] - Taiwan’s age demographics and what it means going forward
    [00:27:35] - Any blowback to Angelica’s work?
    [00:30:00] - Misconceptions or misunderstandings about Taiwan?
    [00:32:39] - Reasons for Taiwan’s greater equality
    [00:35:55] - Taiwan and Japan
    [00:38:34] - Undervalued life skill or experience?
    [00:41:01] - Plans and vision for the future
     
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    Connect with Angelica:
    Follow Angelica on Twitter: https://twitter.com/AngelicaOung 
    Taipology Substack: https://taipology.substack.com/ 
    Connect with Angelica on LinkedIn: https://www.linkedin.com/in/angelicaoung 
     
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    Stay up to date on the podcast by signing up to Curated by Kalani, where I share what I’ve been reading, learning, and watching for that week. I compress to impress and aim for maximal return on your time invested. Sign up at https://kalanis.substack.com 
     
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    Connect with Kalani:
    Sign up for Curated by Kalani: https://KalaniS.substack.com/ 
    Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/ 
    Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/ 

    • 44 min
    10 | Jordan Schneider, ChinaTalk

    10 | Jordan Schneider, ChinaTalk

    My guest today is Jordan Schneider (@jordanschnyc). Jordan is a China tech analyst at The Rhodium group, as well as the host of The ChinaTalk podcast and newsletter. In this conversation, we cover common prosperity, Xi Jinping’s goals, and how this all ties in with ASEAN and the rest of the world.
    I hope you enjoy my conversation with Jordan Schneider.
     
    For the full show notes, transcript, and links to mentioned content, check out the episode page on  https://compoundingpodcast.com/ep10 
     
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    Show Notes:
    [00:00:31] - [First question] - The education crackdown, what’s the end goal?
    [00:05:13] - Does this tie in with common prosperity?
    [00:08:08] - Challenges to the common prosperity goal
    [00:11:25] - Lessons from the Great Leap Forward and Cultural Revolution
    [00:14:13] - Annoying opinions from outsiders 
    [00:15:55] - If Jordan was president?
    [00:18:03] - Xi Jinping compared to predecessors
    [00:23:35] - Thoughts on Xi
    [00:25:40] - How might the next transition of power play out
    [00:27:52] - China’s relationship with ASEAN
    [00:30:02] - US-China Tech  
    [00:36:17] - Jordan’s goals when starting the ChinaTalk podcast
    [00:41:03] - Wrapping up and where to find Jordan online
     
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    Connect with Jordan:
    Follow Jordan on Twitter: https://twitter.com/jordanschnyc 
    ChinaTalk Podcast: http://link.chtbl.com/_znJBJCk 
    ChinaTalk Newsletter: https://chinatalk.substack.com/ 
     
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    Mentioned Content:
    After Xi: Future Scenarios for Leadership Succession in Post-xi Jinping Era: https://www.lowyinstitute.org/publications/after-xi 
    China Under Mao: A Revolution Derailed by Andrew G. Walder: https://www.amazon.com/China-Under-Mao-Revolution-Derailed/dp/0674975499 
     
     
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    Stay up to date on the podcast by signing up to Curated by Kalani, where I share what I’ve been reading, learning, and watching for that week. I compress to impress and aim for maximal return on your time invested. Sign up at https://kalanis.substack.com 
     
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    Connect with Kalani:
    Sign up for "Curated by Kalani": https://KalaniS.substack.com/ 
    Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/ 
    Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/ 
    Follow Kalani Scarrott on INSTAGRAM: https://www.instagram.com/KalaniScarrott/

    • 42 min
    9 | Daniel Tabbush, Banking in Asia

    9 | Daniel Tabbush, Banking in Asia

    My guest today is Daniel Tabbush (@TabbushReport). Daniel is the founder of the Tabbush Report, a research publication analysing Asia-Pacific banks. Prior to launching the Tabbush Report, he was the Head of Asian Bank research at CLSA for most of his career, overseeing coverage of 80 banks and 10 analysts.
    In this conversation, we dive deep into the Asian Financial Crisis, and the banking sector with ASEAN.
    I hope you enjoy my conversation with Daniel Tabbush.
     
    For the full show notes, transcript, and links to mentioned content, check out the episode page on  https://compoundingpodcast.com/ep9
     
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    Show Notes:
    [00:00:31] - [First question] - What was the Asian Financial Crisis like?
    [00:03:42] - What really stood out during the AFC? 
    [00:05:49] - On how Malaysia handled the AFC
    [00:07:31] - How did bank behaviour change after?
    [00:09:57] - Could this all happen again?
    [00:11:27] - Some potential problems of today’s banking behaviour
    [00:13:32] - The current Macro environment
    [00:16:20] - Negative interest rates and their long-term impact 
    [00:17:21] - Central bank policy
    [00:19:15] - Currency debasement and the future value of fiat money
    [00:20:52] - How does low credit and banking penetration in SEA affect valuing banking stocks
    [00:22:51] - Analyzing ASEAN banks compared to developed nation banks
    [00:25:33] - Do Neo banks and FinTech affect traditional banks in ASEAN going forward?
    [00:26:48] - Risks and warnings when valuing banks
    [00:30:02] - Preconditions for a multi-bagger bank stock?
    [00:31:26] - Any specific risks in regards to smaller banks?
    [00:33:04] - Particular ASEAN banks that Daniel likes currently
    [00:36:20] - Geopolitical risks in HK and China and the follow on effects
    [00:38:49] - Making the jump into doing his own research and consultancy
    [00:41:07] - Most undervalued life experience?
    [00:44:34] - Plans for the future? Most curious about going forward?
     
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    Connect with Daniel:
    Follow Daniel on Twitter: https://twitter.com/TabbushReport 
    The Tabbush Report Substack: https://tabbushreport.substack.com/ 
    The Tabbush Report: https://www.tabbushreport.com/ 
    Email Daniel: info@tabbushreport.com 
    Connect with Daniel on LinkedIn: https://www.linkedin.com/in/daniel-tabbush-0255409a/ 
     
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    Stay up to date on the podcast by signing up to Curated by Kalani, where I share what I’ve been reading, learning, and watching for that week. I compress to impress and aim for maximal return on your time invested. Sign up at https://kalanis.substack.com 
     
    ------
     
    Connect with Kalani:
    Sign up for Curated by Kalani: https://KalaniS.substack.com/ 
    Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/ 
    Visit Kalani Scarrott’s BLOG: https://kscarrott.com/ 
    Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/ 
    Follow Kalani Scarrott on INSTAGRAM: https://www.instagram.com/KalaniScarrott/ 

    • 47 min
    8 | Shiv Sharma, All Things Social Finance & Tech Investing

    8 | Shiv Sharma, All Things Social Finance & Tech Investing

    My guest today is Shiv Sharma. Shiv is based in Singapore and is the Head of International at Stocktwits. He has previously worked a range of tech investing roles including those in Venture Capital, Private Equity, Public Equities, and Investment Banking. You can follow him on Twitter @shivsharma_5 and Stocktwits @sks986 where you can track his portfolio in real-time.
    In this conversation, we cover the future of investing, the communities behind it, and the opportunities for Indian retail investors. I hope you enjoy my conversation with Shiv Sharma.
     
    For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep8 
     
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    Show Notes:
    [00:00:31] - [First question] - Introduction and Background
    [00:03:18] - Why Shiv didn’t originally enjoy public equities
    [00:04:09] - Differences between late-stage growth and public investing
    [00:06:44] - Areas of growth and opportunities in public market investing today
    [00:09:05] - The macro-environment and managing risk going forward
    [00:12:22] - After being inside the VC bubble, challenges of investing outside it?
    [00:14:07] - What should retail investors know?
    [00:16:14] - Edges that retail investors aren't taking advantage of
    [00:17:23] - How should retail investors find investing trends?
    [00:20:57] - What attracts Shiv to public growth stocks
    [00:22:19] - Will the top VC’s always have access to the best companies early on?
    [00:24:22] - Where is retail investing heading? 
    [00:26:14] - Communities role in investing going forward
    [00:29:06] - Being anonymous vs open in communities?
    [00:30:02] - Aspects of the creator economy to be excited about 
    [00:33:25] - Why Shiv joined Stocktwits
    [00:36:07] - Why launch Stocktwits in India?
    [00:39:46] - General themes and trends in Indian equities
    [00:41:16] - India and it’s unicorns
    [00:43:08] - India’s strengths vs other markets
    [00:47:14] - Most undervalued life experience
    [00:49:32] - If Shiv was 18 again
     
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    Connect with Shiv:
    Connect with Shiv on LinkedIn: https://www.linkedin.com/in/shiv-sharma-5a610119/ 
    Follow Shiv on Twitter: https://twitter.com/shivsharma_5  
    Follow Shiv on StockTwits: https://stocktwits.com/sks986 
     
    ------
     
    Stay up to date on the podcast by signing up to Curated by Kalani, where I share what I’ve been reading, learning, and watching for that week. I compress to impress and aim for maximal return on your time invested. Sign up at https://kalanis.substack.com 
     
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    Connect with Kalani:
    Sign up for Curated by Kalani: https://KalaniS.substack.com/ 
    Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/ 
    Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/ 
    Visit Kalani Scarrott’s BLOG: https://kscarrott.com/ 

    • 52 min
    7 | Aaron Pek, Value Investing in Malaysia and the ASEAN Growth Story

    7 | Aaron Pek, Value Investing in Malaysia and the ASEAN Growth Story

    My guest today is Aaron Pek. Aaron is the author of Value Investing Substack, was previously equity fund manager overseeing both a Malaysian and an Asia Ex-Japan portfolio with AUM of about USD 100 mil, and is currently setting up his own equity research outfit.
    In this conversation, we cover value investing, Malaysia and the ASEAN growth story, and adding value when networking. I hope you enjoy my conversation with Aaron Pek.
     
    For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep7 
     
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    Show Notes:
    [00:00:32] - [First question] - Introduction and Why Aaron started invested
    [00:02:05] - His interpretation of value investing principles
    [00:08:05] - Value investing principles Aaron disagrees with
    [00:10:22] - Views on risk and how to minimise 
    [00:13:12] - Dealing with emotions in investing
    [00:15:30] - Malaysia’s growth story
    [00:24:36] - How can Malaysia not achieve their growth story?
    [00:27:44] - What should foreigners know before investing in Malaysia?
    [00:32:54] - Underrated skill or experience?
    [00:38:22] - Plans for the future?
     
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    Connect with Aaron:
    Subscribe to Value Investing Substack: https://valueinvesting.substack.com/ 
    Connect with Aaron on LinkedIn: https://www.linkedin.com/in/aaronpek/ 
    Connect with Aaron on Twitter: https://twitter.com/investorinvest3 
    Aaron’s Interview with Asian Century Stocks: https://www.asiancenturystocks.com/p/10-questions-with-aaron-pek 
    Aaron's Interview with the FIRL Podcast: https://youtu.be/e6f8qX9bRAY
     
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    Stay up to date on the podcast by signing up to Curated by Kalani, where I share what I’ve been reading, learning, and watching for that week. I compress to impress and aim for maximal return on your time invested. Sign up at https://kalanis.substack.com 
     
    ------
     
    Connect with Kalani:
    Sign up for "Curated by Kalani": https://KalaniS.substack.com/ 
    Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/ 
    Visit Kalani Scarrott’s BLOG: https://kscarrott.com/ 
    Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/ 
    Follow Kalani Scarrott on INSTAGRAM: https://www.instagram.com/KalaniScarrott/

    • 41 min
    6 | Saket Mehrotra, Paid for Your Passion

    6 | Saket Mehrotra, Paid for Your Passion

    My guest today is Saket Mehrotra. Saket is a Senior associate at Tusk Investments handling FMCG & Pharmaceuticals for their Indian Public Equities portfolio. He also shares his thoughts on investing on his website, saketmehrotra.com, and as the host of Stock Room Sunday presented by Stocktwits. He also somehow manages to find time to contribute as a writer for Investing.com and MoneyControl.com! In this conversation, we cover trends and areas of growth in Indian Equities, his writing process, and how he converted fans online into paying subscribers.
    I hope you enjoy my conversation with Saket Mehrotra.
     
    For the full show notes, transcript, and links to mentioned content, check out the episode page on  https://compoundingpodcast.com/ep6
     
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    Show Notes:
    [00:00:32] - [First question] - Background and influences in investing
    [00:04:37] - Indian Public Equities Strengths
    [00:06:40] - Trends in Indian stocks, pockets of growth
    [00:08:13] - Advantages of Retail Investors 
    [00:10:53] - Situations to avoid as an investor in India
    [00:14:39] - Market cap as a restriction to investing?
    [00:16:41] - Saket’s decision to write in public
    [00:18:53] - Saket’s information diet
    [00:20:51] - How writing has affected his career 
    [00:22:00] - Advice for others thinking of writing online
    [00:24:18] - How he converted followers into subscribers 
    [00:30:45] - Keys to building a community  
    [00:32:51] - Plans for the future?
    [00:34:21] - Underrated skill or experience?
    [00:37:05] - [Final Question] Biggest opportunities for youth today?
     
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    Connect with Saket:
    Follow Saket on Twitter: https://twitter.com/mehrotra_saket 
    Visit Saket’s Website: https://saketmehrotra.com/ 
    Signup to his Substack: https://betatoalpha.substack.com/ 
    Connect with Saket on LinkedIn: https://www.linkedin.com/in/saket-mehrotra-ca-cs-a898957b/ 
    Saket on Stock Room Sunday presented by Stocktwits: https://www.youtube.com/playlist?list=PLpbJACpazOLcwo4z2tw7hPAr36g92LK3z 
     
    ------
     
    Stay up to date on the podcast by signing up to Curated by Kalani, where I share what I’ve been reading, learning, and watching for that week. I compress to impress and aim for maximal return on your time invested. Sign up at https://kalanis.substack.com 
     
    ------
     
    Connect with Kalani:
    Sign up for "Curated by Kalani": https://KalaniS.substack.com/ 
    Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/ 
    Visit Kalani Scarrott’s BLOG: https://kscarrott.com/ 
    Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/ 
    Follow Kalani Scarrott on INSTAGRAM: https://www.instagram.com/KalaniScarrott/

    • 40 min

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