Ep. 1004: Andy Ho Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

Michael Covel

Investing, Business

4.6 • 730 Ratings

🗓️ 6 September 2021

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

My guest today is Andy Ho, the chief investment officer of VinaCapital, a leading investment management company with over US$3 billion in assets under management, and head of the VinaCapital Vietnam Opportunity Fund, a London-listed investment trust with a unique multi-asset strategy that invests in both listed and private equities.

The topic is his book Crossing the Street: How to make a success of investing in Vietnam.

In this episode of Trend Following Radio we discuss:

Bullying
Economic Bullying
Entrepreneur Sources of Motivation
“Make Money”
Men and Women Entrepreneurs
Working with Government
Learning Languages

Jump in!

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I’m MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I’m proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show.

To start? I’d like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/

You can watch a free video here: https://www.trendfollowing.com/video/

Can’t get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast

My social media platforms:
Twitter: @covel
Facebook: @trendfollowing
LinkedIn: @covel
Instagram: @mikecovel

Hope you enjoy my never-ending podcast conversation!

Transcript

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0:00.0	This is trend following radio where great thinking comes alive.
0:10.9	Nobel Prize winners, legendary traders, bestselling authors, and the pros that know what drive us irrational human beings.
0:21.2	I am your host, Michael Covel, not filtered, raw, honest.
0:27.4	That's my passion.
0:33.5	Everyone knows on this podcast that I proudly speak about my time in Vietnam.
0:40.1	What a wild ride.
0:43.0	The first time that I ever stepped foot in Vietnam was 2013.
0:49.7	And I must say, given the history with America, I was a little bit concerned.
0:56.3	But at that point in time, there was something going on in my life.
0:59.2	And I was like, you know what?
1:00.2	I'm just going to Vietnam.
1:02.1	I'm going to land in Ho Chi Miz City.
1:04.1	I'm going.
1:05.8	The only place in my lifetime where I have been, where I knew nobody, I just showed up.
1:15.5	And I have to tell you, one of the best decisions I ever made.
1:21.7	Now, it would not be surprising that if I spend a little bit of time in Vietnam, somebody like me,
1:26.4	I end up meeting interesting people.
1:29.4	My guest today is Andy Ho. He's the chief investment officer of Vina Capital, a multi-billion
1:36.0	dollar fund. Andy has a fantastic personal story about leaving Vietnam early as a child and coming
1:43.9	back as an adult. He has a fantastic
1:47.1	perspective. He also has a great new book out that helps people to understand the investing
1:52.2	opportunities inside Vietnam. And I got to tell you, as crazy as it was for me just to come to
	...

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