What the podcasts are saying about
BYDDY
In-depth coverage
4
Mentions · 7d
6
Mentions · 30d
6
Mentions · 90d
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Episodes
Latest attributed ideas · most recent first
18 JULMACROVOICES · 17:10
18 JULSMARTERMARKETS · 00:15
17 JULODD LOTS · 09:10
16 JULTHE ALPHA EXCHANGE · 05:40
Three distinct pockets of opportunity in Chinese equities
“The guest argued that while buying broad Chinese equity indices has historically failed, three specific pockets - moated tech giants, world-class industrial leaders, and high-dividend commodity producers - are highly attractive.”
Core thesis · 5/5Verify in source →
4 JULEXCESS RETURNS · 07:00
Chinese exporters leverage domestic 'boot camp' globally
“The guest argued that intense domestic competition ('involution') has turned Chinese manufacturers into the world's most efficient operators, positioning them to capture high-margin growth by expanding overseas.”
In depth · 4/5Verify in source →
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