I really enjoyed this conversation. Taylor is a very unique investor who relocated his fund to Shenzhen in order to have direct access to information on Chinese tech companies.
Taylor Ogan is Chief Executive Officer of Snow Bull Capital, based in Shenzhen, China.
Follow him on X @TaylorOgan.
Steve and Taylor discuss:
1:02 Taylor's background and why he moved his firm to China
20:43 China post-pandemic and economic dynamism
33:43 China dominance in electric vehicles; LIDAR
56:55 Investment research: factory and site visits
1:06:52 US-China competition - the future of innovation is in China
Audio-only version and transcript: