Longriver Podcast
Graham RhodesConversations on business and investing with Graham Rhodes, Founder and CIO of Longriver Investment Partners Limited.
| Publishes | Monthly | Episodes | 33 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Categories | InvestingBusiness | ||||
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Latest Episodes
I spoke with Dan Rupp, founder and CIO of Parkway Capital, about what it means to leave a respected institution, launch a fund in the teeth of an Asian bear market, and build an investment business from scratch. Dan launched Parkway in 2024, when sen... more
I spoke with Michael McGaughy, founder and CIO of Research Alpha, about what it means to invest where crisis, illiquidity, and institutional abandonment have driven valuations to generational lows. This was a timely chance to catch up on Michael’s th... more
I spoke with Brian Mushonga and Will Thrower, two members of the three-person team at Caledon Investment Partners, about a recent memo they published titled ‘Hyperscaler Capex is Hitting Its Physical Limits’. This is the fourth time I’ve had Brian an... more
I spoke with Enrique Becerra (aka @pandwatch88) about a presentation he recently published, titled “A Hitchhiker’s Guide to the China Stock Galaxy: 2026-2030”.
It is a lighthearted but serious attempt to cut through the noise that surrounds China an... more
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- A hidden gem
i’ve been a reader of the host’s long river blog for a long time. it’s very rare for an author with well experienced investment background, with both asian and western mindset, without any bias and being fluent in both chinese and english. Graham gets all of these nice things and most importantly, does a fantastic job at analyzing great companies across multiple countries.
Apple Podcasts5linw2
United States4 years ago - Long overdue
I have been reading your blog/website for some time. Investment philosophy in the footsteps of Nick Sleep. Gives me more to listen to during my long walks.
Apple Podcasts5Cheeki14
Hong Kong5 years ago
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Apple Podcasts | #35 |  Norway/Business/Investing |
Apple Podcasts | #57 |  Israel/Business/Investing |
Apple Podcasts | #146 | Norway/Business |
Apple Podcasts | #190 | Israel/Business |
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Frequently Asked Questions About Longriver Podcast
What is Longriver Podcast about and what kind of topics does it cover?
A climate of practical investing insight and business building runs through recent episodes. Conversations center on fund construction, disciplined research, and the balance between human judgment and quantitative tools, with a strong emphasis on Asia-focused opportunities, governance, and the infrastructure of running money across markets. Guests bring hands-on experience from asset management, fintech, and regional markets, sharing lessons on hiring, culture, capital deployment, and investor relations, along with real-world anecdotes that illuminate long-term portfolio thinking. A notable edge is the blend of macro context, on-the-ground diligence, and a clear emphasis on how business decision-making intertwines with investment strategy, ... more
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How many episodes of Longriver Podcast are there?
Longriver Podcast launched 5 years ago and published 33 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 Longriver Podcast?
Recent guests on Longriver Podcast include:
1. Dan Rupp
2. Michael McGaughy
3. Enrique Becerra
4. Jev Kazanins
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.