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Patrick O'Shaughnessy

๐Ÿ‘ค Speaker
8519 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

A kid that's trying to understand the trajectory of the world that may not understand the subtle difference between lawyerly and engineering.

Invest Like the Best with Patrick O'Shaughnessy
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

Have you attempted to boil it down even to that level and create the best story for them to understand what's happening?

Invest Like the Best with Patrick O'Shaughnessy
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

Are there any other companies that, again, putting my investor hat on, Huawei is a great example.

Invest Like the Best with Patrick O'Shaughnessy
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

Xiaomi is a great example.

Invest Like the Best with Patrick O'Shaughnessy
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

Voxconn is a good example.

Invest Like the Best with Patrick O'Shaughnessy
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

Any other companies that you think are the most interesting to study for people that are interested in what's working so well in China, may want to go visit one of their factories or whatnot?

Invest Like the Best with Patrick O'Shaughnessy
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

What's the canon of the other couple of companies that should be studied in detail in addition to the ones that we've talked about so far?

Invest Like the Best with Patrick O'Shaughnessy
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

Do you think that that's in the cards?

Invest Like the Best with Patrick O'Shaughnessy
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

Do you think there's a version of the world where those profiles are really good for China if they're true and honest and high access?

Invest Like the Best with Patrick O'Shaughnessy
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

I wouldn't ask you to give me a probability or something of a hot war because it's just too freaking hard.

Invest Like the Best with Patrick O'Shaughnessy
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

It's too complicated.

Invest Like the Best with Patrick O'Shaughnessy
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

But if your life depended on creating that probability, what are the variables that you think will most influence whether or not one happens?

Invest Like the Best with Patrick O'Shaughnessy
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

So you've been writing about China for a long time.

Invest Like the Best with Patrick O'Shaughnessy
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

Your annual letters have been some of my favorite things to read for many, many years, your research too, back when you were doing that.

Invest Like the Best with Patrick O'Shaughnessy
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

In the process of writing this specific book, did your mind change in any major ways or surprising ways?

Invest Like the Best with Patrick O'Shaughnessy
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

How do you think this book and this experience will change your relationship to China, the place, and Chinese nationals more generally?

Invest Like the Best with Patrick O'Shaughnessy
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

And was any part of it risky?

Invest Like the Best with Patrick O'Shaughnessy
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

Did it feel risky to you to write the book, given you lived there for so long and may want to live there again in the future?

Invest Like the Best with Patrick O'Shaughnessy
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

What's next for you?

Invest Like the Best with Patrick O'Shaughnessy
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

Having completed this really epic project that I think will be seen as the definitive account of what's going on in China vis-a-vis the US for a long time.