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384 TIP. Evergrande, Alibaba, and the Collapse w/ David Stein

Stig Brodersen has invited back David Stein. David is a former chief investment strategist for Fund Evaluation Group. A $70 billion investment advisory firm. In this episode, David will break down what is going in China and whether we as investors should be concerned about a stock market collapse.

IN THIS EPISODE, YOU’LL LEARN:
0:00:00 – Intro
0:00:29 – How Are Chinese Stocks Valued Historically?
0:05:20 – How to Think About Stock Market Valuations in the US vs. China?
0:09:23 – Why Are Some Investors, Like Charlie Munger, Bull on Chinese Equities?
0:13:51 – Why Are Some Investors Bear On Chinese Equities?
0:18:26 – What Is the True Debt Situation in China?
0:26:16 – Can Evergrande Lead To a Stock Market Collapse?
0:30:10 – What Happens to Investors’ Adrs if They Get Delisted in the Us?
0:35:41 – What Is Happening in the Tech Sector From an Investing and Regulatory Perspective?
0:40:30 – What Is the Intention Behind Common Prosperity?
0:46:29 – Chinese Situation With Regards To AI/Data Market
0:49:35 – What Are the Known Knowns and Known Unknowns When Investing in China?
0:53:44 – What Are the Implications of the New Chinese Currency?
0:59:50 – How to Position Yourself When Investing in China?

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