Panda Perspecticast

About Panda Perspecticast

My name is Leonid and I help manage a China Long-only and an Asia Pacific long/short funds with PACAT Capital Management in Hong Kong. This is my Podcast is a free companion to my Substack on investing in Asia & China Not investment advice, but food for thought! pandaperspectives.substack.com (https://pandaperspectives.substack.com?utm_medium=podcast)

Publisher

Podcast By Leonid Mironov of Panda Perspectives

Category

business · business

Language

en

Explicit

No

First episode

26 Dec 2024

Latest episode

28 Aug 2025

Latest episodes

24 episodes in the feed.

1. 

   28 Aug 2025

   Perspecticast ep.23

   Certified Value Respector, [Host Name], explores the potential for AI stocks like NVDA to continue their rapid growth despite high valuations, offering insights for investors.

2. 

   12 Aug 2025

   Perspecticast ep.22

   Host [Host Name] and guest [Guest Name] explore East vs. West semiconductor narratives and China's domestic growth strategies in this insightful interview.

3. 

   4 Aug 2025

   Perspecticast ep.21

   Leonid from Panda Perspecticast presents a macro overview of the semiconductor industry, covering policy, equipment, foundries, memory, AI, and other sectors.

Podcast Authority Score: 3 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

6

Social presence

0

YouTube

0

Engagement

0

Contact Panda Perspecticast

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.