TIP384: Evergrande, Alibaba, and the Collapse w/ David Stein

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We Study Billionaires - The Investor’s Podcast

Guest
On today’s show, 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 on in China and whether we as investors should be concerned about a stock market collapse.



IN THIS EPISODE, YOU’LL LEARN:

  • (01:07) How are Chinese stocks valued historically?
  • (05:37) How to think about stock market valuations in the US vs. China.
  • (09:04) Why are some investors like Charlie Munger, bull on Chinese equities?.
  • (13:36) Why are some investors bear on Chinese equities?
  • (17:50) What is the true debt situation in China?
  • (24:31) Can Evergrande lead to a stock market collapse?
  • (28:03) What happens to investors’ ADRs if they get delisted in the US?
  • (33:03 ) What is happening in the tech sector from an investing and regulatory perspective?
  • (37:11) What is the intention behind common prosperity?
  • (44:23) What are the known knowns and known unknowns when investing in China?
  • (48:03) What are the implications of the new Chinese currency?
  • (53:20) How to position yourself when investing in China.



*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.



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