One Road Podcast

Featuring Dr. Andrew Stotz, the president of the CFA Society in Thailand, founder of investment research firm, A. Stotz Investment Research, and a friend of the show.

This interview was conducted on Andrew's podcast My Worst Investment Ever! Stories of Loss to Keep You Winning, the #1 Investment Risk Management podcast for investors of all skill levels.

Andrew has over 25 years of investing experience, has been featured on Bloomberg, US News, The Star, among other global news outlets, and it was a joy to sit down and speak with him.

Andrew and I discuss how nations industrialize and modernize, the power and development of human capital, how debt factors into economic growth, and what it really means to be a 'service industry'.

What does this have to do with overcoming obstacles in investing?

Find out by listening!

Climate change specialist Roger A. Pielke Jr. joins the One Road Podcast joins us not to discuss money and markets, but about science—specifically scientific modeling, climate change, and the intricacies of correlation versus causation.

Roger is an American political scientist and professor at the University of Colorado. He has been incredibly active in commenting on the relationship between politics and science in modern society.

Some of his published works include The Honest Broker: Making Sense of Science in Policy and Politics, The Climate Fix: What Scientists and Politicians Won’t Tell You About Global Warming, and The Rightful Place of Science: Disasters and Climate Change.

Roger brings to the table some unique viewpoints and a fresh approach to economics, politics, and the sciences.

The Commodity Investment Cycle Index (CIC) is a powerful, one-of-a-kind investment indicator that forecasts the prices of commodities and their stocks. It does this by meticulously tracking the Commodity Cycle and how it affects commodity companies. And that’s a crucial tool if you’re a commodity producer, investor, speculator, or analyst. Narrated by Peter Pham at the World Mining Summit 2018 in Perth, Australia.

Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University, where he teaches corporate finance and equity valuation. He sits down with One Road Research managing director, Peter Pham, and has been called Wall Street's "Dean of Valuation" for good reason.

The One Road Podcast, broadcasting financial streams of consciousness

One Road Podcast uses relevant excerpts from Peter Pham’s excellent Big Trade podcast series and combines the excerpts into a nuanced take on our investment newsletter content.
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Are crypto currencies a kind of religion? According to Mark Mobius, yes they are. And are bull markets actually all that bad? According to Mark, no they’re not.
For this edition, Peter Pham meets with the veteran investor and emerging market specialist to discuss a wide range of current issues facing investors and the planet at large.
What begins as a conversation about Mark’s recent focus on Environment-Social-Governance (ESG) standards as indicators of a business’ health then shifts into some darker topics that span geopolitics and the vulnerabilities of block chain and cloud technology.
With his years of experience and stellar investment track record, Mark certainly has what it takes to offer valuable insights on how to successfully navigate the strange and unpredictable world of the new global economy.
Listen to the full podcast here: https://www.youtube.com/watch?v=bYd0rz6xn4Q&feature=youtu.be

And to visit our investment advice website, for all the latest on Asia, go to: www.oneroadresearch.com

The One Road Podcast, broadcasting financial streams of consciousness

One Road Podcast uses relevant excerpts from Peter Pham’s excellent Big Trade podcast series and combines the excerpts into a nuanced take on our investment newsletter content.

Who could have thought that games would have so much in common with our economic systems! On this unique One Road Podcast, Peter speaks with Ole Bjerg about the parallels between poker and capitalism.

Following a discussion on the history of the two and how they are related, Ole speaks about what makes a good society, insofar that it is one that provides many people with the potential to hedge against risk.

To end the conversation, Peter and Ole talk about the build up of big systems in the the 20th century, and, in order to survive, how you need to learn how to interact how with these huge systems. It begs the question – will we (in the future) have a world with a few large systems or a world with many small ones…
Would you have a preference?

To visit our investment advice website, for all the latest on Asia, go to: www.oneroadresearch.com

The One Road Podcast, broadcasting financial streams of consciousness

One Road Podcast uses relevant excerpts from Peter Pham’s excellent Big Trade podcast series and combines the excerpts into a nuanced take on our investment newsletter content.

What does it mean to be a citizen of the world, undivided by political and national discourse? These are the questions tackled when David Gallup, President and General Counsel of the World Service Authority joins Peter on the One Road Podcast. The world citizen passport and I.D. card system is discussed as is the validity of both.

David quotes the originator of both systems, Gary Davis, often. Ideas are brought up, including whether you like it or not, whether you know it or not, you are already a world citizen and that every document issued by any government, is in sense, a joke.

So what do you think? Would you want to add to your identity?
Make sure to visit our Asian-centric investment website @ www.oneroadresearch.com

The One Road Podcast, broadcasting financial streams of consciousness

One Road Podcast uses relevant excerpts from Peter Pham’s excellent Big Trade podcast series and combines the excerpts into a nuanced take on our investment newsletter content.

Alisa Melekhina joins Peter for a truly different take on life. All things ‘chess’ are discussed, as well as how to use the lessons of chess in one’s life - from day to day to business and bartering.

The big concepts that are talked about are strategy, tactics and thinking ahead. Perhaps the most interesting takeaway point from the discussion is that no move, regardless of how small, should be made without purpose.

To listen to the full podcast, click here: https://www.podomatic.com/podcasts/thebigtrade/episodes/2017-01-17T01_20_52-08_00

To visit our Investment website, for all the latest news and advice on Asia, see:
www.oneroadresearch.com

The One Road Podcast, broadcasting financial streams of consciousness

One Road Podcast uses relevant excerpts from Peter Pham’s excellent Big Trade podcast series and combines the excerpts into a nuanced take on our investment newsletter content.

In a rare twist of events, Peter Pham himself becomes the interviewee. Brian Cotter interviews and asks some challenging questions, including what was Peter’s most expensive mistake and what inspires him to continue his work in Vietnam.

Peter waxes poetic as he delineates the different faucets of Phoenix Capital and One Road Research as well as the origins of The Big Trade (now One Road) podcast.

Peter’s core mantra of be the best version of yourself that you can be ends this excerpt.

To listen to the full fascinating romp through Peter’s past and present, click https://www.podomatic.com/podcasts/thebigtrade/episodes/2017-01-04T19_55_50-08_00

Peter is interviewed for a second time on the fantastic Korelin Economics Report. In this excerpt, Cory and Peter discuss the methodology behind One Road Research's upcoming Special Report on Asia.

To listen to the full interview, follow the link:
http://www.kereport.com/2018/01/06/commodities-trend-economic-growth/

To check out the One Road Research site, click here:
http://www.oneroadresearch.com

To visit and check out the excellent content on the Korelin Economics site, head over to:

http://www.kereport.com

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