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Ep. 55: Alibaba with J Capital's Anne Stevenson-Yang, Tractor Supply Company, AutoNation, Prologis

The Drill Down

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What's Behind Alibaba's Growth?

There is a shift right now, obviously, in the way the Chinese government is viewing publicly listed US listed companies. I think it's really just control. It's kind of like, you know, when DD, for example, went in IPO in the US without first getting its green light from the Chinese authorities,. They basically just threw a tantrum. Jack Ma was not around to be seen for a good amount of time and that was also a notable moment. But anyway, Jeff Bezos could make somebody of the level of Jack Ma disappear at this point.

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