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The Covered Call Podcast Podcast

Lovis & Jason
The Covered Call Podcast Podcast
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  • Inside China’s Strategy: Peter Alexander Unpacks the Trade War
    In this conversation, Peter Alexander shares his extensive experience and insights on the complex relationship between the United States and China. He discusses the misconceptions surrounding China, the impact of sanctions, and the need for a more nuanced understanding of China's strategic goals. The dialogue emphasizes the importance of cooperation over competition and explores potential paths for a collaborative future between the two powers.Chapters00:00 The China Conversation Nobody Wants to Have06:02 Understanding the Current US-China Relations11:44 China's Strategic Moves in Technology and Trade16:40 The Underestimation of China's Capabilities23:30 China's Global Image and Soft Power25:00 Understanding China's Export Dynamics30:24 The U.S. Response to China's Economic Strategies35:58 China's Manufacturing Efficiency and Quality Improvements43:55 The Shift in Global Technology and Innovation49:35 Navigating U.S.-China Relations: Cooperation vs. Competition56:59 The Complementary Nature of US-China Relations01:05:26 Understanding China's Capitalism01:13:35 The Chinese Perspective on Global Events01:18:29 Envisioning a Collaborative Future01:23:29 The Path Forward for US-China Relations01:26:25 Overtime This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com
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  • Willem Middelkoop on Curiosity, Crisis, and Carving Your Own Path
    Willem Middelkoop shares his extensive career journey, emphasizing the importance of curiosity, independence, and understanding financial systems. He discusses his various roles, from photojournalism to fund management, and highlights the significance of being adaptable and open to new opportunities. Willem delves into the complexities of the financial system, the current geopolitical landscape, and the future of investments, advocating for a proactive approach to wealth management. He defines freedom not just in financial terms but as a state of being that allows for personal exploration and fulfillment.TakeawaysWillem emphasizes the importance of freedom and independence in his life.Curiosity drives Willem's career choices and investments.He believes in opening multiple doors to opportunities.Understanding money is crucial, as many take it for granted.Willem's journey reflects a balance between risk and reward.He advocates for a proactive approach to investing.The current geopolitical landscape presents both risks and opportunities.Willem defines happiness as a consistent state of being, not just peak moments.He believes the journey of investing is more fulfilling than the destination.Willem's philosophy encourages following one's inner compass. Chapters00:00 Introduction to Willem Middelkoop04:41 Willem's Career Journey and Philosophy12:33 The Importance of Curiosity and Flexibility21:25 Understanding Money and Financial Independence29:14 The Complexity of the Financial System36:39 Traveling and Observing Economic Disparities48:37 Defining Freedom and Independence49:04 Finding Happiness in Simplicity51:01 The Journey vs. The Destination52:14 Understanding Wealth and Financial Freedom54:56 Navigating Global Financial Shifts58:45 Investment Strategies for the Future01:01:19 The Joy of Daily Routines01:05:06 Reflections on Career Choices01:08:17 The Future of Investing and Personal GrowthLinks:Commodity Discovery Fund: https://en.cdfund.com/The Big Reset Book: https://a.co/d/iNEVL3G This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com
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  • The Future Runs on Power Dynamics - Jen Zhu Scott on AI, China, and Resilience
    What if the biggest problems we face - climate change, AI, even war - have no nationality?We sat down with Jen Zhu Scott: investor, entrepreneur, mom, and the visionary behind PowerDynamics.ai.Named one of Forbes’ Top Women in Tech, Jen has advised HBO’s Silicon Valley, spoken on the TED stage, and now she’s building containerized compute and energy infrastructure to decentralize power—both literally and figuratively.But this episode goes much deeper than tech.We talk about:* Growing up in West China and catching a “lucky break” in Shenzhen* Why younger generations “lying flat” may be more evolved than we think* What it means to raise grounded kids in an AI-driven world* How Taoism helps her navigate leadership, parenting, and uncertainty* Why the West keeps getting surprised by China—and what that revealsAnd she drops one line we’ll never forget:“The biggest problems in the world aren’t American, Chinese, or German. They’re human.”If you care about the future - yours, your kids’, or the planet’s - this one’s worth your time.As always, thank you for being part of this curious and freedom-seeking tribe.Lovis & Jason This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com
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  • From Coconut Plantations to Swiss Real Estate: Lessons in Freedom from Alex Ostergaard
    In this episode, Jason and Lovis engage with Alex Ostergaard, exploring his unique background, influences, and insights into personal development and investment strategies. Alex shares his journey from a non-traditional education path to becoming a successful real estate investor in Switzerland, emphasizing the importance of applying theories in real life. The conversation delves into the significance of self-image, resilience, and the impact of Austrian economics on decision-making and investment strategies. In this conversation, Alex shares insights into his family's real estate business, emphasizing the importance of having a personal stake in investments. He discusses the advantages of investing in Swiss real estate compared to other markets, highlighting the stability and potential returns. The conversation also touches on the significance of due diligence, the impact of currency strength on investment returns, and the future goals of the business. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com
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  • Burn the Ships: What Happens When You Go All In
    In this engaging conversation, CJ Gustafson shares his unique approach to business and writing, emphasizing the importance of being approachable and authentic. He discusses his journey of discovering product-audience fit, the balance between cash and equity businesses, and the significance of building relationships within the community. The discussion also touches on the impact of AI on business efficiency, the challenges of buying existing businesses, and the importance of obsession in entrepreneurship. Ultimately, CJ highlights the need for work-life integration and the joy of pursuing one's passions while creating value for others. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com
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About The Covered Call Podcast Podcast

Attention Freedom Seekers: We are freedom researchers discovering how to be free in an increasingly unfree world. We share stories of entrepreneurs and investors who embrace volatility to increase their independence, hone in on opportunities, and inspire a shared vision that anything is possible. podcast.thecoveredcallpod.com
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