Dave Lee on Investing is a popular YouTube investing channel hosted by Dave Lee. With over 300,000 subscribers, it features interviews with famous investors to gain insights into their investment strategies and market opinions. Key interviewees covered on the channel include Cathie Wood, Chamath Palihapitiya, Leo KoGuan and other high profile investors. The channel provides perspectives from top investors on stocks, sectors and macroeconomic trends that are insightful for retail investors looking to improve their investment skills.
Interview with Leo KoGuan, 3rd largest TSLA individual shareholder
One of Dave Lee’s most popular interviews featured Leo KoGuan, the 3rd largest individual shareholder of Tesla after Elon Musk and Larry Ellison. In this interview, KoGuan explains his extreme conviction in Tesla, his view that Tesla will reach a market cap of $10-15 trillion by 2030, and how his KQID quantum artificial intelligence engine is advancing Tesla’s mission towards a sustainable energy future via the Xuanyuan 2.0 project.
Investors share views on sectors like EV, AI and crypto
Dave Lee interviews top investors in high growth areas like electric vehicles, artificial intelligence, and cryptocurrency. Investors share their bullish views on stocks like Tesla, Nvidia, Bitcoin and explain their rationale. For example, KoGuan sees Tesla dominating self-driving ridesharing in the future while Palihapitiya sees Bitcoin becoming the top store of value.
Insights on building generational wealth
The channel provides perspectives from investors like KoGuan and Palihapitiya on how they built fortunes worth billions of dollars. This includes their investment strategies, risk management principles, and philosophies around long-term wealth creation. For example, KoGuan attributes his success to conviction in innovation and taking concentrated bets in areas like EV and AI.
Dave Lee on Investing provides insightful interviews with famous billionaire investors, gaining their perspectives on stocks, sectors and trends as well as wealth creation philosophies. It’s a valuable channel for retail investors looking to improve their investment acumen.