Jason Hsu: China Is 'the Last Great Remaining Alpha Reservoir'

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 21 April 2021

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The founder and chairman of Rayliant Global Advisors discusses the promise and challenges of investing in China, machine learning, and the investor timing gap.

Transcript

Click on a timestamp to play from that location

0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.5	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.5	Hi, and welcome to the Longview. I'm Jeff Battack Chief Ratings Officer at Morningstar Research Services.
0:38.3	And I'm Christine Ben's director of Personal Finance for Morningstar.
0:42.3	Our guest this week is Jason Sue. Jason is founder and chairman of Rayleigh and Global Advisors,
0:47.3	a quantitative asset manager based in Hong Kong.
0:50.3	Jason also co-founded research affiliates with Rob Arnott and has been at the forefront of the fundamental indexing movement.
0:58.3	Jason is a member of the board of directors at the Anderson School of Management at UCLA, as well as an adjunct professor in finance.
1:05.8	He has authored more than 40 peer-reviewed articles, is an associate editor of the Journal of Investment Management,
1:12.3	and serves on the editorial board of numerous other financial journals, including the Financial Analyst Journal.
1:19.1	Jason earned his bachelor's in physics from Caltech, his master's in finance from Stanford,
1:24.8	and his PhD in finance from UCLA.
1:28.3	Jason, welcome to the Longview.
1:30.3	Glad to be here.
1:32.0	So let's start by talking about your firm, Raleant.
1:35.8	Why did you found Raleant?
1:37.5	And what was the opportunity you were seeking to capitalize on when you founded it?
1:43.1	No, I found a Raleian with the single focus to take advantage of the emergence of China and the
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Morningstar, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Morningstar and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.