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The Rob Vinall Podcast
Robert Vinall
36 episodes
2 days ago
Rob explores topics around value investing and business.
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Investing
Business
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All content for The Rob Vinall Podcast is the property of Robert Vinall and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Rob explores topics around value investing and business.
Show more...
Investing
Business
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Rob's 2025 Postcard from Around the World
The Rob Vinall Podcast
31 minutes 32 seconds
5 months ago
Rob's 2025 Postcard from Around the World

Rob describes a recent trip he made to China, Japan and the US and discusses what he learned.

As the trip started shortly after President Trump declared Liberation Day on 2 April, the trade war and tariffs were a recurring topic of the trip.

The postcard discusses the trade war, but it is not just about the trade war.

The trade war is in the news today but news cycles get ever shorter. It is important not to be so focused on the news that you miss the bigger picture.

As such, the postcard also touches on broader developments in China including AI, Electric Vehicles and the growing prominence of Chinese companies.

The Rob Vinall Podcast
Rob explores topics around value investing and business.