Ep 13: Michael Fritzell on investing in Asia

Bretton Goods

English - September 06, 2021 09:30 - 51 minutes - 46.7 MB - ★★★★★ - 1 rating
Social Sciences Science Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Ep 12: Pranay Kothasthane on Indian foreign policy and growth

Next Episode: Ep 14: Noah Smith on American growth, partisanship and veganism

I spoke to Michael Fritzell who writes the substack Asian Century Stocks about high-quality stock ideas around Asia. Michael is a CFA charterholder and has worked as an equity analyst in Asia for over a decade.

We talk about

Common characteristics of successful CEOs
Why Chinese real estate prices are due for a fall
How do you read an annual report in Asia?

---

Send in a voice message: https://podcasters.spotify.com/pod/show/pradyumna-sp/message