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Stansberry Investor Hour

Quantamental Investing Lessons with Jason Hsu

Stansberry Investor Hour

Stansberry Research

America, How, To, Crash, Money, Learn, Stansberry, Income, Research, Debt, Stocks, Porter, Business, Realestate, Banking, Investment, American, Investing, Invest, Howtosave, Sjuggerud, Ferris, Eifrig, Jubilee, Buck, Sexton, Market, Bonds, Churchouse, Savings, Options, Lashmet

4.4677 Ratings

🗓️ 18 March 2021

⏱️ 63 minutes

🧾️ Download transcript

Summary

One year ago today, Bitcoin traded for around $5,200...

Today, it's hovering around $58,000...

When one of your investments has grown to a massive winner, what's the next step?

It's a tough question that every investor needs to face on their own. But on this week's rant Dan looks back to the story of Robert Kirby and the coffee can portfolio, which suggests sometimes the best thing to do... is nothing at all.

Then on this week's interview, Dan invites Jason Hsu onto the show. Jason is Chairman and CIO of Rayliant, an asset manager who focuses on generating alpha from investing in China and other inefficient emerging markets.

Some asset managers tend to lean towards a quantitative approach... Some use a fundamental approach...

Jason shares how Rayliant has blended the two into one in order to take advantage of the massive opportunity in China and other emerging markets. 

During their discussion, Dan and Jason discuss the massive opportunity in China today... how the Chinese government's hands-on approach differs from the U.S. government's way of doing things... and how his firm is making it easier than ever for investors to gain exposure to emerging markets around the globe that are often overlooked.

Then on the mailbag, Dan answers your questions, comments and politely-worded criticisms. But this week, there's only one big question that Dan wants to focus on... It's one that many investors – retail and institutional alike – have been wondering.

Is it better to buy Bitcoin outright or are Bitcoin ETFs, like GBTC, a suitable way to gain exposure?

Listen to Dan's take on this popular question and more on this week's episode.

Transcript

Click on a timestamp to play from that location

0:00.0

Broadcasting from the Investor Hour Studios and all around the world, you're listening to the Stansberry Investor Hour.

0:11.5

Tune in each Thursday on iTunes, Google Play, and everywhere you find podcasts for the latest episodes of the Stansberry Investor Hour.

0:20.0

Sign up for the free show archive at InvestorHour.com.

0:23.6

Here's your host, Dan Ferris.

0:25.6

Hello and welcome to the Stansberry Investor Hour.

0:28.6

I'm your host, Dan Ferris.

0:29.6

I'm also the editor of Extreme Value published by Stansberry Research.

0:34.6

Today we'll talk with Jason Sue.

0:36.6

He's the founder and CIO of Raylient,

0:39.3

a firm that combines quantitative investing with fundamental investing, and they call it

0:45.3

quantum mental investing. We'll talk with him. He's a great guy. It'll be a lot of fun.

0:50.3

This week in the mailbag, I have a single mailbag item about how to buy Bitcoin. In my

0:57.4

opening rant this week, I'll talk about a topic that I plan to mention frequently. You know,

1:03.5

maybe once a year, maybe twice, but I was reminded of it recently while listening to two investors

1:09.6

talk about equity returns since the peak

1:12.7

of the internet bubble. That and more right now on the Stansberry Investor Hour. So I'm going to

1:20.8

talk about this topic that I plan to mention with some regularity. I've mentioned it before

1:24.9

and I will mention it again. But first, I have to talk a

1:28.2

little bit about Bitcoin just for a minute. I'm starting to wonder about it just because it trades

1:35.8

like a risk asset, right? Risk on, it goes up. Risk off, it goes down. And I'm trying, I'm starting

1:43.5

to think about something I never think about, which is like,

1:47.0

what's going to happen to the price of this thing in the future if other people are selling?

...

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