154 episodes

For the first time in Asia, Jay Kim sits down with some of the world’s most successful Entrepreneurs, Investors, Founders, and Thought Leaders to catalogue their entrepreneurial journey, review critical lessons learned, and divulge secrets to success. Listeners will immediately gain valuable insights and actionable advice. A must listen for all aspiring young entrepreneurs and startup founders.

The Jay Kim Show : Entrepreneurship | Investing | Startups Jay Kim : Investor, Author, Fitness Entrepreneur, and Startup Mentor

    • Business
    • 4.9 • 19 Ratings

For the first time in Asia, Jay Kim sits down with some of the world’s most successful Entrepreneurs, Investors, Founders, and Thought Leaders to catalogue their entrepreneurial journey, review critical lessons learned, and divulge secrets to success. Listeners will immediately gain valuable insights and actionable advice. A must listen for all aspiring young entrepreneurs and startup founders.

    Tao Wang, Managing Member of Alpha Architect

    Tao Wang, Managing Member of Alpha Architect

    Listen to this episode on iTunes

    What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.

    LINKS FROM TODAY’S EPISODE

    Read the full transcript from Tao’s interview
    Find Alpha Architect on Facebook, Twitter, YouTube and LinkedIn
    AlphaArchitect.com
    Thinking Fast and Slow by Daniel Kahneman
    The Little Book that Still Beats the Market by Joel Greenblatt

     

    DETAILED SHOW NOTES

    (00:50) Tao’s self-introduction
    (03:05) How Tao met Wed, the founder of Alpha Architects and came to work with him
    (09:38) Tao describes Alpha Architect’s clients
    (13:43) The various strategies and products Alpha Architect offers
    (15:12) Tao explains what factor-based investing is
    (18:17) Alpha Architect’s process when screening for investments
    (20:39) On managing emotions in trading decisions
    (28:00) Tao’s views on Chinese and Asian markets
    (34:14) Alpha Architect’s international product
    (36:56) Alpha Architect’s plans for expanding their Chinese footprint

    Ben Reynolds, founder of Sure Dividend

    Ben Reynolds, founder of Sure Dividend

    Listen to this episode on iTunes

    What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.

    LINKS FROM TODAY’S EPISODE

    Read the full transcript from Ben’s interview
    Find Ben on Twitter
    Sure Dividend

     

    DETAILED SHOW NOTES

    (01:05) Ben’s self-introduction and introduction of Sure Dividend
    (03:12) How Ben came to focus on dividend stocks
    (08:01) Why Ben primarily focuses on high-growth dividend stocks
    (10:26) Ben’s framework for a first-time high-dividend growth investor
    (12:51) Ben on model portfolios
    (15:22) How to get started building a high growth dividend portfolio
    (18:25) Ben’s advice on reinvesting and investing in general
    (20:02) The risks of investing in Dividend Aristocrats
    (23:43) Ben’s response to a Dividend Aristocrat cutting their dividend
    (24:47) Red flags when dealing with high growth dividend stocks
    (28:13) Ben shares his sector preferences
    (30:40) The effects of geopolitical events and market dislocations on dividend investors
    (33:50) High dividend stocks Ben recommends
    (36:26) About the Sure Dividend website and the newsletter offerings

    Stanley Lim, author of Value Investing in Asia

    Stanley Lim, author of Value Investing in Asia

    Listen to this episode on iTunes

    What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.

    LINKS FROM TODAY’S EPISODE

    Read the full transcript from Stanley’s interview
    Find Value Invest Asia on Facebook, Instagram, Twitter, and Youtube
    The Motley Fool
    ValueInvestAsia.com
    Value Investing in Asia: The Definitive Guide to Investing in Asia by Stanley Lim

     

    DETAILED SHOW NOTES

    (0:48) Jay’s introduction of Stanley
    (2:02) Stanley’s background
    (4:11) How Stanley became interested in investing
    (7:04) Why Stanley started the ValueInvestAsia blog
    (10:27) Stanley gives a primer on what is value investing
    (16:01) How transparency and corporate governance differs in Asia versus the West
    (21:12) Stanley shares some simple metrics for weeding out bad bets
    (26:08) The Asian countries Stanley choose to invest in
    (29:17) Stanley’s perspective on the Singaporean market
    (32:51) Stanley’s broad view of the markets — especially from a value-investor perspective
    (36:01) A trade Stanley is excited about
    (39:30) Advice for foreigners who want to invest in Asia
    (40:56) About Stanley’s book, Value Investing in Asia

    Brendan Ahern, CIO of KraneShares

    Brendan Ahern, CIO of KraneShares

    Listen to this episode on iTunes

    What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.

    LINKS FROM TODAY’S EPISODE

    Read the full transcript from Brendan’s interview
    KraneShares

    DETAILED SHOW NOTES

    [0:00:54] Brendan’s self-introduction
    [0:02:49] How Kraneshares is different from and FXI or other ETFs
    [0:07:30] Misperceptions and biases that foreigners have about investing in China
    [0:12:23] Opportunities unique within Kraneshares funds and ETFs
    [0:15:49] KraneShares’ China-focused ETFs
    [0:17:49] The liquidity of KraneShares

    Erik Townsend, founder of Macro Voices

    Erik Townsend, founder of Macro Voices

    Listen to this episode on iTunes

    What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.

    LINKS FROM TODAY’S EPISODE

    Read the full transcript from Erik’s interview
    Find Erik on Twitter
    MacroVoices.com
    Jack Schwager’s Market Wizards books
    Jim Rogers
    Nikolai Kondratiev and the long-wave business cycle
    The Fourth Turning by William Strauss and Neil Howe
    The Triffin Paradox, or the “Triffin dilemma”
    Kyle Bass on Twitter
    Michael Covels on the Jay Kim Show
    Michael Covel on Trend Following
    Electric unicycles

     

    DETAILED SHOW NOTES

    (00:44) Jay’s introduction of Erik
    (01:34) Erik’s self-introduction and how he got into investing
    (04:26) Living on a yacht is not all it’s cracked up to be
    (05:01) Erik reinvents himself as a macro investor and eventually started a hedge fund
    (07:49) Erik explains why he embraced macro investing, as opposed to another school of thought
    (10:05) Considering the big picture and long-wave business cycles
    (14:42) The big changes Erik sees coming in the next 10 to 15 years — first up, the price of oil
    (18:08) The second big change — the world’s reserve currency and de-dollarization
    (20:06) Another potential change — a government-backed cryptocurrency
    (21:30) “This is Asia’s century.”
    (22:51) Triffin’s paradox and a brief history of the petrodollar
    (31:59) Erik’s cautions concerning investing in Asia
    (38:02) When investing in Asia, Erik recommends this route
    (40:46) Erik’s views on cryptocurrencies
    (46:06) Erik’s advice for new investors
    (48:31) About Erik’s podcast, Macro Voices

     

     

    Jared Dillian, Founder of the Daily Dirtnap

    Jared Dillian, Founder of the Daily Dirtnap

    Listen to this episode on iTunes

    What was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.

    LINKS FROM TODAY’S EPISODE

    Read the full transcript from Jared’s interview
    The Daily Dirtnap
    Find Jared’s books on Amazon
    Find Jared on Twitter

     

    DETAILED SHOW NOTES

        (1:21) Jared’s self-introduction and brief background
        (3:09) How Jared’s writing, which started out as entertainment, propelled him to learn and think more deeply about economics and financial markets
        (5:34) Jared’s thinking and writing motivated him to put his money where his mouth was. Since 2012, the ideas he writes about have been backed up with capital.
        (10:17) Jared’s investment methodology and reflections on being a contrarian
        (12:25) Jared’s reflections on the current bull market
        (18:30) Jared’s perspective on Investing in emerging markets
        (21:01) How Bitcoin is reminiscent of the dot-com bubble
        (24:06) Jared’s thoughts on central banks and the Feds fund curve
        (26:42) Jared’s newsletter and blog – outside-the-box thinking
        (30:07) Jared’s current book project

Customer Reviews

4.9 out of 5
19 Ratings

19 Ratings

StoicExplorer ,

Best no BS information about what is REALLY going on.

With so many business/entrepreneur/investing podcasts out there that say ‘hustle harder’ and ‘crush this’ and ‘network more’, Jay Kim just cuts straight to the important part: Talking with real people who are actually doing big things, so the listeners can learn from their success and mistakes.
Anyone who is serious about learning about Asia business, entrepreneurs, and investing will definitely get some great info here.

vega_parsec ,

World class material!

Highly informative interviews with top entrepreneurs. Very accessible, with a wealth of solid advice and insights to the brightest minds in Asia.

Klipper@HK ,

TOP-IN-CLASS EXTREPENUERS!!!

Impressive line-up of top-of-their-field entrepreneurs! Ramit Sethi for example is a legend in his space with a NYT best selling book to his credit. Jay is based in Asia so the questions come from an interesting perspective unlike other podcasts.

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