Jason Hsu, Rayliant Global Advisors - As Investors, We’re Always Looking For Uncorrelated Sources Of Return | #296

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 24 March 2021

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 296, we welcome our guest, Jason Hsu, founder and chairman of Rayliant Global Advisors. In today’s episode, we get an update from Jason on the Chinese stock market and hear how it differs from the U.S. Then we talk about his new ETF, which gives investors a way to allocate to China A-Shares. He explains why the A-Shares are a great place to seek outperformance due to the large amount of retail involvement. Jason then addresses some of the most commonly cited risks for investing in the Chinese stock market, including accounting issues and the presence of so many state-owned-enterprises. As we wind down, Jason gives his take on the recent developments with Ant Financial and Jack Ma. All this and more in episode 296 with Rayliant Global Advisor’s Jason Hsu. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mepp Faber Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Matt Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of
0:31.2	Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:39.6	What's up everybody?
0:40.6	Great show today with a returning guest he's the founder and
0:44.6	chairman of Raylient Global Advisors where he offers products to transform the
0:48.9	investment ecosystem in Asia and beyond. In today's episode we get an update from our guest on the
0:54.2	Chinese stock market. Ways it differs from the US then we talk about his new
0:58.3	active E.T.F to provide access to American investors in Chinese A shares. He explains why the A shares are a great place to seek outperformance
1:06.5	due to the large amount of retail involvement. Our guest then addresses some of the most commonly
1:11.1	cited risks for investing in the Chinese stock market,
1:13.6	including accounting issues in the presence of so many state-owned enterprises.
1:18.0	Be sure to stick around until the end to hear our guest take on the recent developments
1:21.2	with Ant Financial and where in the world is Jack Ma?
1:24.6	American Farmland is disappearing at an alarming rate.
1:28.0	According to the USDA, the US has lost four acres of farmland per minute since 2000. That's a landmass larger than the state of Florida,
	...

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