What does the world feel like to a 15-year-old today? In this episode, host Nicole Lee speaks with Joshua Goh, a student from National Junior College in Singapore, about growing up in a time of rapid technological change, rising competition, and the pressure to figure out the future earlier than ever. They talk about AI, school, emotional intelligence, and career paths — and the deeper tension between wanting to enjoy being a kid and feeling the need to prepare for what lies ahead. This...
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What does the world feel like to a 15-year-old today? In this episode, host Nicole Lee speaks with Joshua Goh, a student from National Junior College in Singapore, about growing up in a time of rapid technological change, rising competition, and the pressure to figure out the future earlier than ever. They talk about AI, school, emotional intelligence, and career paths — and the deeper tension between wanting to enjoy being a kid and feeling the need to prepare for what lies ahead. This...
#26 - How to Analyze Companies Beyond Numbers | Nirgunan Tiruchelvam On Equities, Coffee & Gold: “A company’s financial health is not directly correlated to its stock price!” “Boring isn’t bad in the equities market.”
You Never Know with Nicole Lee
44 minutes
5 months ago
#26 - How to Analyze Companies Beyond Numbers | Nirgunan Tiruchelvam On Equities, Coffee & Gold: “A company’s financial health is not directly correlated to its stock price!” “Boring isn’t bad in the equities market.”
Many investors obsess over numbers, charts, earnings, and market noise. But what if the real edge came from something far less obvious? In this episode, I speak with Nirgunan Tiruchelvam — Head of Consumer and Internet at Aletheia Capital and author of Investing in the COVID Era — about seeing equity markets in a completely different way. We dive into why strong financials don’t always mean a strong stock price, what coffee prices tell you about perceptions of value, and why gold and oil ...
You Never Know with Nicole Lee
What does the world feel like to a 15-year-old today? In this episode, host Nicole Lee speaks with Joshua Goh, a student from National Junior College in Singapore, about growing up in a time of rapid technological change, rising competition, and the pressure to figure out the future earlier than ever. They talk about AI, school, emotional intelligence, and career paths — and the deeper tension between wanting to enjoy being a kid and feeling the need to prepare for what lies ahead. This...
