One Road Podcast

The One Road Podcast offers listeners local insight and advice as to how to profit from the hidden investment opportunities across Asia, in the commodity space, and global equities.

Join host Peter Pham, managing director of One Road Research, hedge-fund manager, and author of "The Big Trade", as he talks to a multitude of capital market experts, authors and thought leaders such as Dr. Mark Mobius, Dr. Marc Faber, Robert Kiyosaki, Doug Casey, and more.

ipad-air-horizontal.png
 
mobius_999x-999.jpg

Dr. Mark Mobius

Peter Pham | Mar 7, 2018 | Singapore

Are cryptocurrencies a kind of religion? According to former executive chairman of Templeton Emerging Markets Group Dr. 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 blockchain 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.

103131978-GettyImages-479981863.530x298.jpg

Dr. MArc Faber

Peter Pham | Nov 24, 2017 | THAILAND

Marc gets right down to brass tax and addresses the controversy surrounding his recent comments in the media. A tremendous amount of time is spent tracing the rise and fall of empires and what those great societies added to our modern day world.

A cordial conversation continues with Marc delving into sound investment advice and speaks to the hypocrisy of (mostly) American pandering. In Marc’s view every government, the world over, is equally corrupt.

Marc ends with the thought that once you are a prisoner of the system it is very difficult to get out. Prisoners are good for governments as they help boost GDP. GDP, therefore, is not what one should use to measure how well a society is doing. A better indicator is the quality of living among the population.

kiyosaki_robert.jpg

Robert Kiyosaki

Peter Pham | Nov 20, 2017

Robert Kiyosaki joins the One Road Podcast for a frank discussion about real estate and how duped most of the general populace is when it comes to education and economics.

What constitutes a 'real' teacher is heavily discussed, as is Robert’s time and lessons learned from serving in the Vietnam War.

uploads%2F1506956501189-jim-rogers-23.jpg

Jim Rogers

Peter Pham | Nov 14, 2017

Jim Rogers is an author, financial mainstay, and legendary investor who co-founded the Quantum Fund with George Soros. Peter Pham has an enlightening conversation about happiness, finding and following your path, and farming. Roger gets animated about how little we matter and why all things get lost to history.

When Jim Rogers talks, investors listen.

full_prof-aswath-damodaran-medium_c14d0d383b.jpg

Aswath Damodaran

Peter Pham | Oct. 3, 2018

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's been called Wall Street's "Dean of Valuation", and he sits down with One Road Research managing director, Peter Pham.

What began as a conventional discussion of the problems of valuation vis-à-vis currency fluctuations, quickly evolved into taking on a broad range of interesting issues emerging in the 21st century global economy.

pielke-jr.jpg

Roger Pielke Jr.

Peter Pham | Nov. 15, 2018

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.

He joins the One Road Podcast not to discuss money and markets, but science—specifically scientific modeling, climate change, and the intricacies of correlation versus causation.

download.jpg

Dr. Patrick J. Michaels

Peter Pham | Nov. 28, 2018

Dr. Michaels is an American scientist, climatologist, and director of the Center for the Study of Science at the Cato Institute. He has a long-list of publications on climate change, including Sound and Fury: The Science and Politics of Global Warming and Meltdown: The Predictable Distortion of Global Warming by Scientists.

He joins the One Road Podcast not to discuss how lessons from climate change and data science can be applied to the markets.

Andrew Stotz.jpg

Dr. Andrew Stotz

Peter Pham | Dec. 16, 2018

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

//accordian