Episode 116: Southeast Asia, Sea Limited, and Coupang with Eugene Ng
We had a fantastic interview with Eugene Ng this week, who is based in Singapore. The questions revolved around the economies of Southeast Asia, Sea Limited, and Coupang. I felt there wasn’t enough time to ask Eugene all the questions we had, so we’ll definitely have to get him on the show again in the future. Eugene has a fund and has written a book. You can find any relevant links on his Twitter profile.
The other topics Ryan and I had this week were: punchcard investing, stablecoins and Tether, Michael Burry’s 13F, the unit economics of the auto industry, Bytdance’s founder stepping down, and fashion start-up Shein.
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Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this show.