My Life in 4 Trades - Anne Stevenson-Yang Predicted Evergrande’s Collapse

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 9 July 2022

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

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Summary

Here’s a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Anne Stevenson-Yang, the co-founder and managing principal at J Capital Research, famously predicted the collapse of Evergrande, one of China’s biggest property developers. In China for 25 years, Anne’s been at the epicenter of its rapid economic ascent, in recent years researching opportunities on the long and short side. She joins Maggie Lake to discuss her unique career path, how her team puts together a report, and China’s history of expansion and retreat. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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1:03.4	Here's what's coming up on this edition of my life in four trades.
1:15.4	China has become a lot darker place over the last 20 years.
1:20.4	I think 20 years ago, we were in a situation where I basically could get myself out of
1:26.4	anything with enough phone calls. 10 years ago, phone calls wouldn't do it, but money would.
1:32.4	Now, God only knows.
1:38.4	Hi everyone and welcome to another edition of my life in four trades. Joining me today
1:42.4	is Anne Stevenson Yang, the co-founder of Jake Capital Research, an activist long and short
1:48.4	research firm. Anne's a former journalist and is a highly regarded investment research
1:53.4	analyst with a focus on China and is known for predicting the Evergrande collapse.
1:58.4	Welcome, Anne. Thank you Maggie.
2:00.4	Tell us a little bit about your background. You know, where did you grow up?
2:03.4	What was the young Anne Stevenson Yang like?
	...

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