China Tech Investor

A podcast by TechNode

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84 Episodes

  1. CTI 64: How Bytedance Built an 'Attention Factory,' with Matthew Brennan

    Published: 11/13/2020
  2. CTI 63: Why the short sellers are targeting GSX, with Joe Ridsdale

    Published: 11/5/2020
  3. CTI 62: Xiaomi’s resilience, with Bryan Ma

    Published: 10/17/2020
  4. 61: Ant Group is really big, and really confusing

    Published: 9/25/2020
  5. 60: Breaking down quarterly earnings from BABA, JD, and PDD

    Published: 9/1/2020
  6. 59: China’s cloud landscape, with Kevin Xu

    Published: 8/26/2020
  7. 58: Are China and India getting a tech divorce? With Dev Lewis

    Published: 8/3/2020
  8. 57: Tom Orlik on why the China bubble never seems to pop

    Published: 7/21/2020
  9. 56: Alibaba, Bilibili, and Pinduoduo earnings, plus what to expect if Chinese companies delist from the US

    Published: 6/19/2020
  10. 55: Tencent earnings, Pinduoduo’s 20-F, and digital currency in China with Wolfie Zhao

    Published: 5/22/2020
  11. 54: After Luckin, fraud will still be a problem. With Wei Sheng

    Published: 4/30/2020
  12. 53: How COVID-19 is a 'new retail' tipping point, with Michael Zakkour

    Published: 4/22/2020
  13. 52: Luckin - The writing was on the wall with Michael Norris

    Published: 4/7/2020
  14. 51: Tencent, JD, PDD earnings, and Jeffrey Towson discusses the battle royale for services.

    Published: 3/26/2020
  15. 50: The coronavirus sell-off, and earnings from Alibaba, Baidu, and iQiyi

    Published: 3/4/2020
  16. 49: Huawei, Google, and the “splinternet,” with Wei Sheng

    Published: 2/26/2020
  17. 48: The coronavirus ripple effect, with Marcus Ryder

    Published: 2/6/2020
  18. 47: Xiaomi, 5G, Bytedance, and other “incredible” predictions for 2020, with Wang Boyuan

    Published: 1/17/2020
  19. 46: 2019’s biggest winners and losers, and what to expect for 2020

    Published: 1/8/2020
  20. 45: Boom, bust, and competition: Electric vehicles in China, with Tu Le

    Published: 12/25/2019

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The China Tech Investor podcast is a weekly show featuring Elliott Zaagman, writer and contributor to TechNode, and James Hull, a professional investor. Each week, the two look at their watchlist and talk about what's happening with listed Chinese tech companies