K-Market Strategy Report

PODCAST · business

K-Market Strategy Report

Strategic Insights from a Local Perspective likeadeerr.substack.com

  1. 32

    Beyond the $36K Ceiling:

    Beyond the $36K Ceiling: Korea’s $110B Strategic Gamble and the New ‘National Growth ISA’ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com

  2. 31

    ep31.The Seoul-Brasília Nexus: Securing Rare Earths and Space Frontiers in a Tariff-Heavy World(Potcast)

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  3. 30

    ep30.KOSPI 5,900(Potcast)

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  4. 29

    ep29.The Great Re-rating: Why KOSPI 5,500 is Just the Beginning

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  5. 28

    ep28. The "Zero-Labor" Shipyard: Why Korea's Labor Crisis is a Buy Signal for Tech-Shipbuilders(Potcast)

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  6. 27

    ep27.K-Food 2.0: From "Viral Trend" to "Earnings Reality"(Potcast)

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  7. 26

    ep26.The Great Filter: Why Korea’s 2026 Regulatory Pivot is a "Buy" Signal(Potcast)

    The Great Filter: Why Korea’s 2026 Regulatory Pivot is a “Buy” Signal This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com

  8. 25

    ep25.The Great Korean Asset Reallocation: (Potcast)

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  9. 24

    ep24. The Great Wall of Brussels vs. The Fire of Buldak: (Potcast)

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  10. 23

    ep23. The Great Rotation: (Potcast)

    The Great Rotation: From “Apps” to “AX” – Korea’s 10 Trillion Won Startup Reset This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com

  11. 22

    ep22. The $800/kWh Paradigm: (Potcast)

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  12. 21

    ep21. KOSPI’s Dip is a Gift(Potcast)

    KOSPI’s Dip is a Gift: Why Value-Up 2.0 Makes 6,000 the New Reality This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com

  13. 20

    ep20.The 300 Trillion Won Unlock(Potcast)

    The 300 Trillion Won Unlock: Korea’s STO Market Officially Opens This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com

  14. 19

    ep.19 The 60 Trillion KRW 'Package Deal'(Potcast)

    The 60 Trillion KRW 'Package Deal' – Why Korea is the New Standard for Defense Exports This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com

  15. 18

    ep18. The Robotic Spine of K-Defense(Potcast)

    The Robotic Spine of K-Defense: Why Automation is the New Security Frontier This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com

  16. 17

    ep17. The Moon Shot(Potcast)

    The Moon Shot: How the $24B Artemis Budget Ignited Korea’s "Trillion-Won" Space Era This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com

  17. 16

    ep16. KOSDAQ Sidecar Alert(Potcast)

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  18. 15

    ep.15 Chasing 5,000(Potcast)

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  19. 14

    ep14. The Arctic Pivot(Potcast)

    The Arctic Pivot: Why the "Frozen Silk Road" is K-Shipbuilding's Next Super-Cycle This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com

  20. 13

    ep13. The Greenland Gambit(Potcast)

    The Greenland Gambit: Why Seoul is the Hidden Winner of the US-EU Trade War This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit likeadeerr.substack.com

  21. 12

    ep12. The Great Repatriation(Potcast)

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  22. 11

    ep11. The Arctic Pivot(Potcast)

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  23. 10

    ep10. The 2nm Wall(Potcast)

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  24. 9

    ep9. The Great Pivot(Potcast)

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  25. 8

    ep8.The 9-Year Dam Breaks(Potcast)

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  26. 7

    ep7.G7’s Strategic Shield(Potcast)

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  27. 6

    ep6. The Achilles’ Heel of AI(Potcast)

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  28. 5

    ep5.The 1,012 Paradox(Potcast)

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  29. 4

    ep4.The Tax Revolution(Potcast)

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  30. 3

    ep3.The Great Diversion(Potcast)

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  31. 2

    ep2.The Giant Wakes (Podcast)

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  32. 1

    ep1.Welcome to K-Market Strategy Report(Potcast)

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Strategic Insights from a Local Perspective likeadeerr.substack.com

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