KraneShares' Brendan Ahern: Is China Investable? | #535

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 31 May 2024

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guest is Brendan Ahern, Chief Investment Officer at KraneShares, which provides investors access to China, Climate, and other uncorrelated strategies. He also produces China Last Night, a daily note recapping important news out of China. In today’s episode, Brendan delves into the current state of China's stock market and economy, exploring the impact of the property crisis, upcoming U.S. election and the state of the consumer. Our discussion addresses key questions on whether China remains a viable destination for investors, considering recent regulatory changes, economic policies, and global market dynamics. (1:02) Introducing our guest, Brendan Ahern (5:53) The state of China's economy (14:18) Analysis of China's geopolitical concerns and international partnerships (20:01) The narrative around China post Russia-Ukraine (22:03) Deep dive into KWEB (29:44) Implications of the US election (32:40) Discussion on currency hedging (33:52) Other KraneShares' funds (41:44) Will TikTok be banned (43:52) Brendan's most memorable investment (46:18) Future plans for KraneShares ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: 10 East is a membership-based investment firm founded by Michael Leffell, former Deputy Executive Managing Member of Davidson Kempner, focused on providing targeted exposure to private markets. Members invest at their discretion in single-investment and niche fund vehicles across private credit, real estate, private equity, and venture capital. Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor Show where the focus is on helping you grow and preserve your wealth.
0:06.6	Join us as we discuss the craft of investing and uncover new and profitable ideas,
0:10.9	all to help you grow wealthier and wiser.
0:13.0	Better investing starts here.
0:15.0	Meff Baber is the co-founder and Chief Investment Officer at Cambria Investment Management.
0:18.0	Did it industry regulations, he will not discuss any of Cambra's funds on this podcast.
0:22.0	All opinions expressed by podcast participants
0:23.4	are solely their own opinions and do not reflect the opinion of
0:25.3	Cambria Investment Management or its affiliates.
0:27.2	For more information, visit Cambria Investments.
0:28.8	com.
0:30.1	This episode is brought to you by 10 East.
0:34.0	Long time listeners know I've invested in private markets quite a bit myself,
0:38.0	but with access to these markets broadening,
0:40.0	it can be hard to know where to find vetted high quality offerings.
0:43.2	That's where Ten East comes in. Ten East is a platform where qualified investors can
0:47.7	co-invest on a deal by deal basis across private equity, private credit, real estate, venture, and other one-off opportunities
0:55.3	typically unavailable through traditional channels.
0:58.5	They're founded and led by Michael Lefel, who spent his early career building Davidson Kimbner and who invest material
1:04.4	personal capital in every offering they bring to the platform aligning interests
1:08.3	with 10 East members who co-invest at their discretion.
1:11.6	Join numerous founders, executives in portfolio managers from leading investment firms who use
	...

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