Unlock the secrets of smarter investing with our special guest, Jason Hsu of Rayliant Global Advisors. As a trailblazer who co-founded Research Affiliates and pioneered smart beta strategies, Jason offers a front-row seat to the shifting tides of the US stock market. Join us to explore how the rise of index-based investing in major indices like the S&P 500 and NASDAQ is upending traditional market efficiency, and gain insights into why international markets are increasingly capturing Jason's strategic attention.
Our conversation journeys into the intricate world of emerging markets, with a spotlight on the challenging yet exciting landscape of China's economy. We tackle the complexities of classifying China as an emerging market despite its significant economic prowess and explore the ethical and strategic considerations involved in investing there. Discover why Jason advocates for a new category for China to enhance diversification and the potential benefits of investing in entrepreneurial ventures despite political hurdles and market volatility.
The final leg of our exploration takes us to Japan, where a renewed economic vigor presents intriguing investment opportunities. We dissect the factors behind Japan's transformation, from reduced debts to technological innovation, and why this creates prime conditions for investment in mid and small-cap companies. Our chat wraps up with a look at "The Bridge," a newsletter that distills global insights into actionable investment strategies, promising to enrich both personal and professional investment journeys. Join us for this illuminating discussion with Jason Hsu as we chart these compelling investment landscapes.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Rayliant Global Advisorsand Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a soli
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