This week’s content links include First Eagle’s Idanna Appio on where she sees value in Asia, Tim Clissold on how to narrow our knowledge gap on China, Christopher Vonheim’s wide-ranging conversation with Alexander Saverys of CMB.TECH, Bloomberg on how Weijian Shan went from hard labor to private equity pioneer, GS on the summer of stablecoins, and Kuppy on the AI cycle.

• Asia Centric Podcast: First Eagle looks outside the US for returns.
• Tim Clissold: How to narrow our knowledge gap on China.
• Christopher Vonheim: Wide-ranging conversation with Alexander Saverys of CMB. TECH.
• Bloomberg: How Weijian Shan went from hard labor to private equity pioneer.
• GS: Stablecoin summer.
• Praetorian Capital: Global crossing is reborn…