Preview Mode Links will not work in preview mode

Compounding Curiosity

Jul 1, 2021

My guest today is Michael Fritzell, author and owner of Asian Century Stocks. In this conversation, we cover the differences between investing in Europe and in Asia, some pros and cons of founding family companies and SOE's, and his process for writing his newsletter. I hope you enjoy my conversation with Michael Fritzell.
For the full show notes, transcript, and links to mentioned content, check out the episode page on


Stay up to date on the podcast by signing up to Curated by Kalani, where I share what I’ve been reading, learning, and watching for that week. I compress to impress and aim for maximal return on your time invested. Sign up at


Show Notes
[00:00:38] - Introduction
[00:02:54] - Why Michael moved to Asia
[00:06:09] - Being an analyst in Asia vs Europe
[00:09:51] - Eastern and Western culture
[00:12:11] - Why Asia fascinates him
[00:14:13] - What to avoid as an investor in Asia
[00:16:45] - Founding Family companies and SOE's
[00:20:45] - Potential war in the Asia-Pacific
[00:25:33] - Why Asian stocks tend to be cheaper
[00:27:36] - Why Michael started Asian Century Stocks
[00:31:55] - Advice on starting a newsletter
[00:36:27] - Most undervalued life experience?
[00:38:10] - What's influential in shaping Michael's worldview
[00:41:28] - What is Michael most curious about going forward?

Connect with Kalani:
Sign up for "Curated by Kalani":
Visit the Compounding Curiosity PODCAST:
Visit Kalani's BLOG:
Follow Kalani on TWITTER: 
Follow Kalani on INSTAGRAM: