Talk Your Book: Will China Win the Trade War?

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 12 May 2025

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠Michael Batnick⁠⁠⁠ and ⁠⁠⁠Ben Carlson⁠⁠⁠ are joined by Brendan Ahern, CIO at KraneShares to discuss an update on China's economy, China real estate, the AI race with China, stock picking within China, consumerism outside the US, 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 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. See our disclosures here: ⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠ 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's Animal Spirits Talk Your Book is brought to you by Crane Chairs.com.
0:03.0	Go to Cranechairs.com, learn more about their whole suite of products, including K-Web
0:07.0	that we're going to be talking about today.
0:09.0	That's cranechairs.com for more.
0:14.0	Welcome to Animal Spirits, a show about markets, life, and investing.
0:18.0	Join Michael Batnick and Ben Carlson as they talk about what they're reading,
0:21.6	writing, and watching. All opinions expressed by Michael and Ben are solely their own opinion and do
0:26.7	not reflect the opinion of Ridholt's wealth management. This podcast is for informational purposes
0:31.4	only and should not be relied upon for any investment decisions. Clients of Ridholt's wealth
0:36.2	management may maintain positions in the securities discussed
0:38.9	in this podcast.
0:43.4	Welcome to Animal Spirits with Michael and Ben.
0:45.2	Last time Brendan joined us was the end of 2024.
0:48.4	And I don't know if he was desponded or if I'm just making that up.
0:50.7	I can't quite remember.
0:51.9	But the average American investor had absolutely thrown in the towel on international stocks.
0:58.4	We were like, literally what would have to happen?
1:01.8	What would have to happen for international stocks to outperform?
1:06.5	And sometimes that's the way it goes.
1:08.7	Yes.
1:09.2	No one predicted trade war and following dollar and all this other stuff.
1:14.4	Deep seek.
	...

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