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Artwork for Inside Out: Tell a Better Story of Investing in China

Inside Out: Tell a Better Story of Investing in China

InsideOut
China
Venture Capital
Robotics
Deepseek
Industrial Automation
Chinese Robotics Market
Global Competition
Investment Trends
Entrepreneurship
Supply Chain
Logistics Tech
Cross-Border Technology
Last Mile Delivery
Aspoon Capital
Hard Tech
China Tech
Humanoid Robots
Artificial Intelligence
Nordics Robotics
Swiss Robotics Ecosystem

The one podcast for everything about investing in China, co-hosted by Danchun and Xinhao. From venture capital to the public markets, we’re here to share insider perspectives and explore next-gen opportunities. We talk to the brightest investors and most visionary founders, sharing exclusive insights for global GPs and LPs. Let’s tell a better story of investing in China!

PublishesTwice monthlyEpisodes16Founded9 months ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Inside Out: Tell a Better Story of Investing in China

Latest Episodes

Dive into China's next "golden period" of AI with Stella Zhou, Founding Partner at INCE Capital.

With 20 years in VC—including backing Musical.ly (now TikTok) as Qiming's youngest partner—Stella shares her journey from Shanghai roots to leading AI-... more

China Connect 2025 Event

Next-Gen Innovation & Investment Opportunities in China

🗓️ Oct 2, Zurich

👉 Register Here

In Ep 14, we sit down with Xinyue Hou, Lead Portfolio Manager at Bellecapital. She offers a masterclass in navigating the complex... more

From humanoids hitting factory floors to the surprising shift in where robotics innovation happens globally - this special episode brings together four leading investors from Silicon Valley, China, Switzerland, and the Nordics to decode the robotics ... more

Recorded across three continents (US, Europe, and China), this deep dive with James Zhao—Founder and Managing Partner of LYFE Capital—unpacks how transpacific healthcare buyouts are reshaping biotech and medtech.

A medical doctor turned investor (M... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Recent Guests

Stella Zhou
Founding partner at INCE Capital with nearly two decades of venture investing experience
INCE Capital
Episode: From TikTok to AI Agents: AI-Enabled Consumer Ventures with Stella Zhou
Xinyue Hou
Lead Portfolio Manager focusing on the Asia market at Bellecapital
Bellecapital
Episode: China+1 and Long-Term Asia Plays with Xinyue Hou
James Zhao
Founder and Managing Partner of LYFE Capital
LYFE Capital
Episode: Cross‑Border Healthcare Buyouts and Asia’s Hidden Engines with James Zhao
Hao Yu
Founder and CIO of Bamboo Hill Capital, a low-net long-short hedge fund.
Bamboo Hill Capital
Episode: China’s Shift Beyond Debt-Driven Growth & Long/Short Equity Alpha with Hao YU
Dr. Lei Yang
Venture capitalist with over 20 years of experience in tech and former associate partner at McKinsey
Particle Future
Episode: China’s HardTech Evolution & Entrepreneurship with Dr. Lei Yang
Ryan Yin
Founder and Chief Investment Officer at Aspoon Capital
Aspoon Capital
Episode: Pulse of Alpha | Policy Shifts, AI, and the Long/Short Game with Ryan Yin
Patrick Grossman Kavanagh
An operator and investor who has built fintech companies and backed over 50 startups.
Old Friendship Capital
Episode: Old Friendships, New Frontiers | Manus AI, AI Agents & China Tech with Patrick Kavanagh
Murong Yang
Managing director and IC member at Future Capital, specializing in deep tech investments, with a background in investment banking and technology.
Future Capital
Episode: Funding the Future | Navigating China's EV Success & AI Acceleration with Murong Yang
Marko Bjelonic
CEO and co-founder at RIVR, a robotics company
RIVR
Episode: Intelligent Movement | Robotics and Physical AI with Marko Bjelonic

Hosts

Danchun
Co-host with insights into investing in China and expertise in venture capital strategies.
Xinhao
Co-host focused on investment insights within China, emphasizing next-gen opportunities.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#138
Russia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

"X = Alpha" | China's Consumer Investing with Boyu Hu
Q: What inspired you to transition from being an entrepreneur to starting your own venture capital firm?
It was a gradual realization that the industry had room for improvement, prompting me to build a great firm myself.
"X = Alpha" | China's Consumer Investing with Boyu Hu
Q: How do you see the consumer market in China going forward?
We're still optimistic for the long term despite facing short-term challenges.
Value in Volatility | China Public Markets: Value Investing and AI Surges with Xin Wu
Q: For LPs, from an investor perspective, what differences should they expect compared to the US equity market?
The Chinese market has a similarity in depth and breadth to the US market but differs significantly in terms of company delistings and volatility due to retail investor influence.
Value in Volatility | China Public Markets: Value Investing and AI Surges with Xin Wu
Q: How did you end up with investing in public equity and founded Banyan?
After years in private equity, I transitioned to public equity due to the ability to manage risks better and observed companies being listed prematurely, which presented investment opportunities.
Value in Volatility | China Public Markets: Value Investing and AI Surges with Xin Wu
Q: What was your experience working during the pre-dotcom bubble in Silicon Valley?
It provided great training and was very hectic, working with many companies that still exist today.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

Content centers on the dynamic landscape of investing in China, featuring discussions around venture capital, public markets, and technological advancement. Topics frequently include insights from seasoned investors and founders, touching on potential shifts in investment strategies with a particular focus on AI, healthcare, electric vehicles, and robotics. The conversations are characterized by in-depth analysis of market trends influenced by cultural and economic factors, offering exclusive perspectives on cross-border investments and the changing tides in the Chinese market. This podcast stands out by providing listeners not only with narrative storytelling but also practical investment wisdom from experts deeply entrenched in these sect... more

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1. No Priors: Artificial Intelligence | Technology | Startups
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3. Forklart

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this podcast launched 9 months ago and published 16 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Stella Zhou
2. Xinyue Hou
3. James Zhao
4. Hao Yu
5. Dr. Lei Yang
6. Ryan Yin
7. Patrick Grossman Kavanagh
8. Murong Yang

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