Vietnam: New President Tô Lâm, Immediate China State Visit & USA Rejection "Non-Market Economy"- E467
Valerie Vu, Founding Partner of Ansible Ventures, and Jeremy Au discussed:
1. New President Tô Lâm: The death and state-mandated mourning period for Vietnam's former Communist Party General Secretary Nguyen Phu Trong culminated in the swift elevation of Tô Lâm from the Ministry of Public Defense to President. This transition exhibited the controlled and planned nature of political leadership where political changes are orchestrated to ensure continuity and stability within the government.
Oscar Jesionek: Austria Digital Nomad to Vietnam Founder, Audio Learning Product-Market Fit & Trust Your Gut - E474
Oscar Jesionek, CEO & Cofounder of Fonos, and Jeremy Au discussed:
1. Austria Digital Nomad to Vietnam Founder: Oscar traces his entrepreneurial path, starting from his academic background in economics in Austria to his diverse professional experiences in headhunting, healthcare, and finance. His early career was a period of self-discovery, where he evaluated various sectors and geographies before narrowing his focus to roles that aligned with his values and desire for social impact. Oscar shares how these experiences, along with a growing dissatisfaction with conventional industries, led him to Vietnam, where he found a deeper sense of purpose through entrepreneurship.
Vietnam: $3.3B Super Typhoon Disaster, VNG Police Raid & GoJek Market Exit with Valerie Vu- E479
Valerie Vu, Founding Partner of Ansible Ventures, and Jeremy Au discussed:
1. $3.3B Super Typhoon Disaster: Super Typhoon Yagi caused over $3.3 billion in damage and resulted in more than 300 deaths in northern Vietnam. The typhoon was one of the worst in 30 years, which significantly disrupted Vietnam’s economy with power outages in factories and offices for over a week. As a result, the country's GDP growth forecast was reduced by 0.15%. They also highlighted Southeast Asia's susceptibility to natural disasters which are often underappreciated by global investors.