Talk Your Book: Buy Low, Sell High in China

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 16 December 2024

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson talk to Brendan Ahern from KraneShares about Chinese tech stocks, historically low sentiment towards international stocks, US vs. China tech companies, stimulus measures in China and much more. Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's Animal Spirits is brought to you by Crane Shares. Go to cranechairs.com to learn more about all their whole suite of ETFs.
0:06.7	Emerging markets, China tech companies, they have options selling strategies for income.
0:11.6	You can also sign up for China last night, which is their daily newsletter on all things China.
0:17.5	It's craneshares.com to learn more.
0:21.5	Welcome to Animal Spirits, a show about markets, life, and investing. Join Michael
0:26.2	Batnik and Ben Carlson as they talk about what they're reading, writing, and watching.
0:30.9	All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the
0:35.2	opinion of Ridholt's wealth management. This podcast is for informational purposes only and should not be relied upon for any investment
0:41.9	decisions. Clients of Ridholt's wealth management may maintain positions in the securities
0:46.2	discussed in this podcast. Welcome to Animal Spirits with Michael and Ben.
0:53.8	Michael, I've done a lot of studying historically on the sea change we saw in the U.S.,
0:59.6	really in the early 1980s of 401Ks and IRAs, and how big that was for the stock market.
1:05.6	And the story goes that once IRAs came around, people had a reason to invest in stocks for the long run.
1:12.5	It, like, forced them out on their time horizon.
1:14.2	Like, oh, I'm going to have more money in the stock market because of this vehicle.
1:19.9	So we learned on the show today talking to Brennan Ahren from Crane shares that China has never
1:24.8	had anything like this before.
1:26.6	And I think we take for granted how far ahead
1:28.9	we are in terms of retirement planning, financial products, than most of the rest of the world.
1:35.5	But it sounds like China is just now ruling out their first ever tax deferred retirement strategy
1:41.4	for consumers. They had pensions, but they don't have much of a safety net at all.
1:46.1	And that is just kind of mind-boggling to me.
	...

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