Evergrande Crisis | Chinese Stock Market Collapse w/ David Stein (TIP384)

Рет қаралды 12,282

Күн бұрын

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 in China and whether we as investors should be concerned about a stock market collapse.
IN THIS EPISODE, YOU'LL LEARN:
0:00:00 - Intro
0:00:29 - How Are Chinese Stocks Valued Historically?
0:05:20 - How to Think About Stock Market Valuations in the US vs. China?
0:09:23 - Why Are Some Investors, Like Charlie Munger, Bull on Chinese Equities?
0:13:51 - Why Are Some Investors Bear On Chinese Equities?
0:18:26 - What Is the True Debt Situation in China?
0:26:16 - Can Evergrande Lead To a Stock Market Collapse?
0:30:10 - What Happens to Investors’ Adrs if They Get Delisted in the Us?
0:35:41 - What Is Happening in the Tech Sector From an Investing and Regulatory Perspective?
0:40:30 - What Is the Intention Behind Common Prosperity?
0:46:29 - Chinese Situation With Regards To AI/Data Market
0:49:35 - What Are the Known Knowns and Known Unknowns When Investing in China?
0:53:44 - What Are the Implications of the New Chinese Currency?
0:59:50 - How to Position Yourself When Investing in China?
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Пікірлер: 32

@TheInvestorsPodcastNetwork 2 жыл бұрын

Hey guys, what are your key takeaways from this episode? IMPORTANT: We would like to remind the TIP Community to beware of cyber scams & phishing attacks. We have received reports of fake accounts claiming to be affiliated with The Investor’s Podcast Network or posing as one of our hosts. Please help us report those suspicious accounts. We will never reach out to you for any business or investment opportunity. Stay vigilant!

@Kukaboora 2 жыл бұрын

David Stein is great. His rational, attitude and explanation are non bias. He seems very honest. Definitely not a blowhards like many other pundits on utube. The demographic discussion was great. Anh Nguyen.

@Kukaboora 2 жыл бұрын

David’s analysis on China debt structure is very refreshing. Also on the debt problem of EverGrande, he offered an definitive conclusion rather than two ways about it. I am on his side, as long as the GDP grows in commensurate with the stimulus QE, QE will not cause inflation. Anh Nguyen

@mikedar8484 2 жыл бұрын

So 100 trillion will not cause inflation? Have you not heard the refrain too much money chasing to few goods? Serious mistake to assume 3.5 trillion will not do the same, inflate goods and services cost.. especially when the creation just isn't growing as it should- scarcity.. prices always goes up. And I would point out Corporations are playing this to the hilt!!! Keeping production only high enough to maintain monopoly.

@Kukaboora 2 жыл бұрын

@@mikedar8484 Does not matter how much stimulus, monetary (QE) or fiscal (government spending) if the increase in GDP is equal to the amount of spending, there would be no inflation. Of course, there will be some lag time between stimulus and the GDP increase, and there will be inflation in this lag time. That is why the inflation would be transitory. We have QE since 2008 to now with no inflation.

@mikedar8484 2 жыл бұрын

@@Kukaboora LOLOL.. who taught you that? Most of this money will go into wall street derivatives, prices will rise. We did have >< 1.5-1.75% inflation under Obama and under Trump it grew to 2%... where you get your data I have no idea, Learn a lesson, the entire reason the Fed Reserve exists is to protect what was sold last year/s value by inflation this year. Part of the deal made back in ??1913, the Fed set up a 2% inflation deal in exchange for handling the currency.

@Kukaboora 2 жыл бұрын

David’s discussion on Alibaba and ten cent is invaluable. Anh Nguyen

@kingzion3032 2 жыл бұрын

What did he say about it?

@Kukaboora 2 жыл бұрын

@@kingzion3032 1. China is not true capitalist free enterprise. The central planing polo bureau could take away any successful business and make it state owned. 2. The Alibaba shares listed in the United States have no validity, they have no legal status and essentially worthless. Investors in the US must be aware of this risk.

@Kukaboora 2 жыл бұрын

@@kingzion3032 Please replace polo with polit.

@kingzion3032 2 жыл бұрын

@@Kukaboora you are aware you can edit your original comment to fix the error

@kingzion3032 2 жыл бұрын

@@Kukaboora so pretty much you wouldn’t invest the Alibaba not even $1? Is that right?

@BV-fr8bf 2 жыл бұрын

I heard that housing is 30% of the $14.5 Trillion Chinese economy yesterday, not 20% as stated vs. the United States Housing market at 17%. The justification was Chinese population's stock market investments are much lower than the United States.

@cryptolyst 2 жыл бұрын

The host needs to practice his mic skills. I went deaf like 5 times... :/ great guest though!

@choski76 2 жыл бұрын

Yeah 1

@dasfahrer8187 2 жыл бұрын

Lost me when he said student loan debt is good debt. Not even close.

@DennisRay99 2 жыл бұрын

In certain circumstances they can be good. For example a Doctor. For many not great but better than let's saying taking a vacation or new boat/motorcycle/ATV ect

@mikedar8484 2 жыл бұрын

It would be eve better if students were not borrowing hand over fist.. while ill prepared to enter University and unwilling to last 4 years. Debt is fine... if you can repay it.. and the threat of debt repayment should regulate taking on debt. Markets are made that way, students ignored it that way.

@armentumhominum9931 2 жыл бұрын

@@mikedar8484 Or if the institutions giving away debt irresponsibly would deal with their own defaults instead of being bailed out.

@mikedar8484 2 жыл бұрын

@@armentumhominum9931 Yeah... right.... 'Institutions' should know if the applicant is a moron, lazy after all... we cannot allow people to chose on their own what they want or think they are qualified for... I mean obviously parents shouldn't be in the mix of deciding huh? There is one person, bucks stop here, individual responsible even if you do not like it.. the student.

@armentumhominum9931 2 жыл бұрын

@@mikedar8484 I agree IF said institutions aren't bailed out when they go bankrupt. Which isn't the case. So they should be held responsible as well.