In this episode, we sit down with Michael Spencer, founder of Temple Street Advisors and the voice behind The Asia Economist. Michael has lived in Singapore for over 25 years and brings decades of experience studying Asian equities, markets, and macro trends from the inside out.We cover a wide range of topics, from shifting global dynamics to overlooked opportunities in Asia.We talked about:Geopolitical realignment between US-EU-ChinaDecoupling of global supply chainsDemographic tailwindsFuture of India and ChinaChina’s evolving roleInformation asymmetryThe challenge of understanding Asia from afarThis podcast is a must-listen for anyone interested in the factors that will shape the Asian century. You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Become a TDI-member! A new company deep-dive every 14 days! Available as podcast and written report Exclusive TDI-member community 24/7 live access to our personal portfolio's Updates on all our buys & sells Exclusive monthly newsletter Exclusive industry reports & articles Early access to interviews All future updates and features! We are proud partners of Fiscal. Save 15% on any Fiscal.ai plan! Disclaimer:Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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