TIP384: Evergrande, Alibaba, and the Collapse w/ David Stein

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen and The Investor's Podcast Network에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Stig Brodersen and The Investor's Podcast Network 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2+ y ago 1:00:50

MP3•에피소드 홈

On today’s show, Stig Brodersen has invited back David Stein. David is a former chief investment strategist for Fund Evaluation Group, a $70 billion investment advisory firm. In this episode, David will break down what is going on in China and whether we as investors should be concerned about a stock market collapse.

IN THIS EPISODE, YOU’LL LEARN:

(01:07) How are Chinese stocks valued historically?
(05:37) How to think about stock market valuations in the US vs. China.
(09:04) Why are some investors like Charlie Munger, bull on Chinese equities?.
(13:36) Why are some investors bear on Chinese equities?
(17:50) What is the true debt situation in China?
(24:31) Can Evergrande lead to a stock market collapse?
(28:03) What happens to investors’ ADRs if they get delisted in the US?
(33:03 ) What is happening in the tech sector from an investing and regulatory perspective?
(37:11) What is the intention behind common prosperity?
(44:23) What are the known knowns and known unknowns when investing in China?
(48:03) What are the implications of the new Chinese currency?
(53:20) How to position yourself when investing in China.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Listen to David Stein’s podcast, Money For the Rest of Us.
Visit David Stein’s Website.
Visit David Stein’s YouTube channel.

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