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GURUS | INVESTING | MACROECONOMICS | PODCASTS

 
Podcast: Dan Rupp

Building Parkway Capital.

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Investing, PodcastsGraham Rhodes20 April 2026Overlook Investments, Parkway Capital
Hedge Fund Alpha Interview

Case Studies on Hikari Tsushin and Plover Bay.

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Companies, Investing, LongriverGraham Rhodes20 April 2026Hikari Tsushin, Plover Bay
Podcast: Michael McGaughy

No One Left to Sell, revisited.

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PodcastsGraham Rhodes2 April 2026
Podcast: Brian Mushonga and Will Thrower

Hyperscaler capex is hitting its physical limits.

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Companies, Investing, PodcastsGraham Rhodes20 March 2026AI, Hypergrowth, Clean Energy, Vertiv, Nvidia, Semiconductors
Podcast: Pandawatch88
Podcast: Pandawatch88

A Hitchhiker’s Guide to the China Stock Galaxy 2026-2030

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Podcasts, Macroeconomics, InvestingGraham Rhodes13 February 2026China
Longriver Gathering 2025

Post-game and my presentation on ‘The Bitter Lesson’.

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Longriver, InvestingGraham Rhodes10 September 2025
Podcast: Jevgenijs Kazanins

Wise is the modern Citi.

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Companies, PodcastsGraham Rhodes7 July 2025Wise, Paymen, Fintech, Citi, JP Morgan Chase, Airwallex, Stripe
A Postcard from China

Reflections on a trip to Shanghai and Hangzhou.

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Investing, MacroeconomicsGraham Rhodes10 June 2025China, Electric Vehicles, QSR, Travel, Hotels
Hedge Fund Alpha Interview
Hedge Fund Alpha Interview

A brief profile of my career and investing journey.

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LongriverGraham Rhodes9 June 2025
Sohn Hong Kong Conference 2025
Sohn Hong Kong Conference 2025

Pitching Wise plc for the Karen Leung Foundation.

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Companies, LongriverGraham Rhodes6 June 2025Wise, Payments
Podcast: Lizzie Chan & Graham Rhodes

An update on Longriver at its third anniversary.

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Longriver, PodcastsGraham Rhodes18 April 2025
Podcast: TP Huang

BYD’s Electric Dreams.

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Companies, PodcastsGraham Rhodes27 March 2025BYD, China, Electric Vehicles
RV Capital Gathering 2025: China Panel

Is China Investable?

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Investing, Gurus, MacroeconomicsGraham Rhodes17 January 2025China
Podcast: Eric Markowitz

From Crisis to Clarity.

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PodcastsGraham Rhodes29 September 2024Longevity, Process
Longriver Gathering 2024

Post-game on a weekend in Shenzhen.

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LongriverGraham Rhodes12 September 2024
Podcast: Brian Mushonga & James Hull

Supplying the boom in AI capex.

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Companies, PodcastsGraham Rhodes20 May 2024Big Tech, Amazon, Meta, Microsoft, Alphabet, Vertiv, Clean Energy
A Most Memorable Birthday
A Most Memorable Birthday

Celebrating with friends and some good baijiu.

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Investing, Longriver, CompaniesGraham Rhodes8 May 2024China, Wuliangye, Kweichow Moutai, Luzhou Laojiao, Fenjiu, Baijiu, ValueAsia
Podcast: Daye Deng

Anta and Li Ning’s divergent paths.

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Companies, PodcastsGraham Rhodes29 March 2024China, Anta, Li Ning, Sportswear, Amer, Descente, Arc'teryx
Stockholm 2024

Attending the Redeye Serial Acquirer Conference.

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Longriver, Investing, Companies, MacroeconomicsGraham Rhodes15 March 2024Sweden, AddTech, AddLife, Lagercrantz, Lifco, Roko, Bergman & Beving, Instalco, Serial Acquirers, Embracer
Podcast: Jesús Rodriguez

Games Workshop’s trade-offs.

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Companies, PodcastsGraham Rhodes15 February 2024Games Workshop, Anime, IP, Entertainment
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Longriver Investment Partners
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Central, Hong Kong Island, ,
Hong Kong SAR China
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