

US-China Economic ties, Asia Markets
Feb 27, 2024
Exploring US-China economic ties, quant clampdown in China, and perspective on APAC markets. Tech export controls, challenges faced by American firms, and evolving dynamics of US-China relations. Impact of quants in Chinese market, recent market meltdown, and influence on market weaknesses. Insights on Asian investments, real estate, Warren Buffet's investment strategy, and perspectives on passive investing and value stocks.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Tech Export Controls and US-China Relations
02:12 • 7min
Navigating the Path to Success and Exploring China's Quant Industry
08:57 • 2min
Quant Industry Impact in China
10:27 • 6min
Discussion on Asian Investments and Real Estate, Wealth Management Ad, and Market Conditions for Value Investing
16:10 • 2min
Warren Buffet's Investment Insights and Market Analysis
17:52 • 8min
Perspectives on Passive Investing and Value Stocks
25:23 • 2min