Nian Liu's guest appearances

Nian Liu

China Tech Investor

Paul Triolo

Andrew Polk

Kevin Xu

David Liu

Michael Pettis

Matthew Graham

Shlomo Freund

Michael Zakkour

Anne Stevenson-Yang

Michael Norris

Christian Shepherd

Tim Culpan

Shai Oster

Bernard Leong

Masha Borak

OwlTail

In this episode, the guys welcome The Financial Times’ Nian Liu and Christian Shepherd. They discuss Baidu’s fall from grace, Bytedance’s ascendency, and how China’s unique digital economy has shaped the roles that search and recommendation play within it. Their recent article on the topic can be found here.Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.Get the PDF of the China Consumer Index.Watchlist:TencentAlibabaBaiduiQiyiXiaomiJDPinduoduoMeituan-DianpingGuestChristian Shepherd- @cdcshepherdNian Liu- Nian.liu@ft.comHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxEditorPeter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music

In this episode, the guys welcome The Financial Times’ Nian Liu and Christian Shepherd. They discuss Baidu’s fall from grace, Bytedance’s ascendency, and how China’s unique digital economy has shaped the roles that search and recommendation play within it. Their recent article on the topic can be found <a href="https://www.ft.com/content/aff3c012-f184-11e9-ad1e-4367d8281195" rel="nofollow" target="_blank">here</a>.Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.<a href="https://cdn.technode.com/wp-content/uploads/2019/08/cti-podcast-20190812-ytd-china-consumer-index.pdf" rel="nofollow" target="_blank">Get the PDF of the China Consumer Index.</a>Watchlist:<ul><li>Tencent</li><li>Alibaba</li><li>Baidu</li><li>iQiyi</li><li>Xiaomi</li><li>JD</li><li>Pinduoduo</li><li>Meituan-Dianping</li></ul>Guest<ul><li>Christian Shepherd- @cdcshepherd</li><li>Nian Liu- Nian.liu@ft.com</li></ul>Hosts:<ul><li><a href="https://technode.com/author/ellzaag/" rel="nofollow" target="_blank">Elliott Zaagman</a>– <a href="https://twitter.com/elliottzaagman" rel="nofollow" target="_blank">@elliottzaagman</a></li><li><a href="https://technode.com/author/james-hull/" rel="nofollow" target="_blank">James Hull</a>– <a href="https://twitter.com/jameshullx" rel="nofollow" target="_blank">@jameshullx</a></li></ul>Editor<ul><li><a href="https://soundcloud.com/wisteriavines" rel="nofollow" target="_blank">Peter Isachenko</a></li></ul>Podcast information:<ul><li><a href="https://itunes.apple.com/us/podcast/china-tech-investor/id1440576420?mt=2" rel="nofollow" target="_blank">iTunes</a></li><li><a href="https://open.spotify.com/show/2WlIoMWOvqip1KtrRuSZYj" rel="nofollow" target="_blank">Spotify</a></li><li><a href="https://chinatechinvestor.libsyn.com/rss" rel="nofollow" target="_blank">RSS Feed</a></li><li>Music: “Hey Ho” by <a href="https://soundotcom.com/node/21424" rel="nofollow" target="_blank">Steve Jackson</a>, <a href="http://www.soundotcom.com/" rel="nofollow" target="_blank">Royalty Free Music</a></li></ul>

CTI 39: Search, recommendation, and the fall of Baidu with FT’s Christian Shepherd and Nian Liu