David Halpert's guest appearances

David Halpert

Equity Mates Investing Podcast

Indo Tekno Podcast

Elon Musk

Meb Faber

Paul Moore

Yanis Varoufakis

Larry Diamond

Warren Buffett

Chris Reining

Wayne Baskin

George Lucas

Bill Browder

Tom Cowan

Howard Marks

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Todd Harrison

Tobias Carlisle

OwlTail

"I'm still bullish Indonesia" declares returning podcast guest David Halpert, Founder of Prince Street Capital. A buyer of Amazon at around $8 when it pulled back in the 2000 crisis, David views Indonesia's private and publicly listed technology leaders as built-to-last, and sees longer term buying opportunities emerging amidst the ongoing correction. David is encouraged by recent messaging from the likes of Uber's CEO, demanding a "seismic shift" in thinking toward profitability. He in this vein hopes to see within Indonesia a cessation in hyper-competition amongst players such as GoTo, Grab, Bukalapak and Sea Limited. David also agrees with Y Combinator's recent advice to early stage tech companies to cut their expenses and focus on extending their runways. "Don't talk about TAM", he urges Indo founders. "Don't talk about GMV. Don't even talk about revenue...try talking about profit".

"I'm still bullish Indonesia" declares returning podcast guest <a href="https://www.linkedin.com/in/david-halpert-16839a6/" rel="nofollow" target="_blank">David Halpert</a>, Founder of <a href="https://www.linkedin.com/company/prince-street-capital-management/" rel="nofollow" target="_blank">Prince Street Capital</a>. A buyer of Amazon at around $8 when it pulled back in the 2000 crisis, David views Indonesia's private and publicly listed technology leaders as built-to-last, and sees longer term buying opportunities emerging amidst the ongoing correction. David is encouraged by recent messaging from the likes of Uber's CEO, demanding a "seismic shift" in thinking toward profitability. He in this vein hopes to see within Indonesia a cessation in hyper-competition amongst players such as GoTo, Grab, Bukalapak and Sea Limited. David also agrees with Y Combinator's recent advice to early stage tech companies to cut their expenses and focus on extending their runways. "Don't talk about TAM", he urges Indo founders. "Don't talk about GMV. Don't even talk about revenue...try talking about profit".

We've Been Here Before: David Halpert of Prince Street Capital

This episode, Bryce and Alec sit down with David Halpert. He's been active in capital markets for 30 years, and founded Prince Street Capital in 2001 and is the CIO and Portfolio Manager of the firm. In this chat, we talk about not only David's personal story with investing, but his thoughts on 'Digital Decolonisation,' the way big technology companies have been able to ‘colonise’ the world has been through their incredible network effects (connecting the world on one platform). David unpacks two case studies with Bryce and Alec - Indonesia and India - and he poses answers to their question, just how are local companies breaking these global network effects? Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.Some of our favourite resources and offers to help you during your journey:$50-$200 OFF some amazing investing courses by our friend-of-the-show, OwenTrack your investment portfolio with Sharesight.Get a free stock when you sign-up to Stake, using the code EQUITYMATESGet exclusive access to our favourite data and insights platform, TIKRTake the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo. Use EQUITY MATES for $10 when you sign-upGet $15 of Bitcoin, using one of our favourite crypto-currency exchanges, SwyftxGet free trades if you plan to use the broker SelfWealth *Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.***Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Come to our Hosted on Acast. See acast.com/privacy for more information.

This episode, Bryce and Alec sit down with David Halpert. He's been active in capital markets for 30 years, and founded Prince Street Capital in 2001 and is the CIO and Portfolio Manager of the firm. In this chat, we talk about not only David's personal story with investing, but his thoughts on 'Digital Decolonisation,' the way big technology companies have been able to ‘colonise’ the world has been through their incredible network effects (connecting the world on one platform). David unpacks two case studies with Bryce and Alec - Indonesia and India - and he poses answers to their question, just how are local companies breaking these global network effects? Make sure you don't miss anything Equity Mates related by signing up to our<a href="https://equitymates.com/email%20" rel="noopener noreferrer nofollow" target="_blank"> email list</a>. And visit<a href="https://equitymates.com/support/" rel="noopener noreferrer nofollow" target="_blank"> this page</a> if you love everything Equity Mates and want to support our work.Some of our favourite resources and offers to help you during your journey:<ul><li>$50-$200 OFF some<a href="https://l.facebook.com/l.php?u=https%3A%2F%2Fwww.rask.com.au%2Faffiliates%2Fequity-mates%2F%3Ffbclid%3DIwAR0dBeLzTrbG-FqXo9rlEiPVUg39np1O543JVK5qXS0T8Xnr64Rvgp8SYzY&amp;h=AT0Vh08-_Zp_3sgvjYEyyKPnUd0kbo9K6RBH_AgN-K0HCm4MwzBzynfwJKxZs481ZYz2GE2j9KvatPwZW8ltaiDFwjEw9F23--SHwvTaX1DPhXmbfPLY5n4SY-5ZK5rEiXNOSso&amp;__tn__=-UK-R&amp;c%5B0%5D=AT0qBILmah0ELvLzyyoRG8uciytODsBcQ5C8MhT06BlFZVATFPjh2OD9-A8_JBrrNp9MrscxSslW9Ck96-Bd3XO2SwQ0ScYPKLiZVvDaGIxbNpBXZgztn4VGNhd2w-JHxyYzoV-gLyv7fezZrRMUMCN27aqrkJj1Tmz3mSPhHzcDWDmZojPiGyLxHEf99efJ1dCUdjk0GG6jAok4eEK6TQ" rel="noopener noreferrer nofollow" target="_blank"> amazing investing courses</a> by our friend-of-the-show, Owen</li><li>Track your investment portfolio with<a href="https://www.sharesight.com/au/equitymates/" rel="noopener noreferrer nofollow" target="_blank"> Sharesight.</a></li><li>Get a free stock when you<a href="https://hellostake.com/au/freestock/" rel="noopener noreferrer nofollow" target="_blank"> sign-up to Stake</a>, using the code EQUITYMATES</li><li>Get exclusive access to our favourite<a href="https://app.tikr.com/register?ref=equitymates" rel="noopener noreferrer nofollow" target="_blank"> data and insights platform, TIKR</a></li><li>Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with<a href="https://www.getbamboo.io/" rel="noopener noreferrer nofollow" target="_blank"> micro-investing app, Bamboo</a>. Use EQUITY MATES for $10 when you sign-up</li><li>Get $15 of Bitcoin, using one of our<a href="https://swyftx.com.au/?ref=bryceleske&amp;promoRef=equity15" rel="noopener noreferrer nofollow" target="_blank"> favourite crypto-currency exchanges, Swyftx</a></li><li>Get free trades if you plan to use the broker<a href="https://www.sharesight.com/equitymates/" rel="noopener noreferrer nofollow" target="_blank"> SelfWealth</a></li></ul> *Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.***Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Come to our<a href="https://equitymates.com/" rel="nofollow" target="_blank"></a><a href="https://equitymates.com/" rel="nofollow" target="_blank"> Hosted on Acast. See </a><a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Expert Investor: David Halpert - Opportunities in Indonesia & India

Veteran emerging markets fund manager David Halpert, Founder of Prince Street Capital, reflects on his history of deep involvement in Indonesia, including key early investments in national champions such as Gojek. Indonesia is a key component of Prince Street's unique "digital decolonization" strategy, which David describes in detail. He also discusses important tech-related initiatives such as the ongoing attempt to create a fully integrated electric battery/EV manufacturing chain in Indo.(Transkrip Bahasa Indonesia di sini)

Veteran emerging markets fund manager <a href="https://www.linkedin.com/in/david-halpert-16839a6/" rel="nofollow" target="_blank">David Halpert</a>, Founder of <a href="https://www.princefund.com/" rel="nofollow" target="_blank">Prince Street Capital</a>, reflects on his history of deep involvement in Indonesia, including key early investments in national champions such as <a href="https://www.linkedin.com/company/gojek/" rel="nofollow" target="_blank">Gojek</a>. Indonesia is a key component of Prince Street's unique "<a href="https://em-views.com/prince-streets-halpert-sees-digital-decolonization-as-the-future-of-emerging-markets" rel="nofollow" target="_blank">digital decolonization</a>" strategy, which David describes in detail. He also discusses important tech-related initiatives such as the ongoing attempt to create a fully integrated electric battery/EV manufacturing chain in Indo. (Transkrip Bahasa Indonesia <a href="https://www.indo-tekno.com/musim-2-transkrip-9" rel="nofollow" target="_blank">di sini</a>)