Hedgeye Podcasts

Hedgeye Investing Summit Spring 2025 | Brendan Ahern, CIO of KraneShares

Apr 22, 2025
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INSIGHT

China's Trade Shift & Stimulus

  • China reduced its export dependency on the US to under 3% of its GDP.
  • It plans to offset lost US trade with major domestic consumption stimulus.
INSIGHT

Corporate Margins at Risk

  • The current US corporate profit margins are at an all-time high.
  • This is unsustainable and likely to decline, pressuring the market.
INSIGHT

Dynamic Hedge Products Growth

  • Structured equity hedge products are growing rapidly with potential to reach $650 billion AUM by 2030.
  • Dynamic option hedging using Hedgeye risk ranges offers significant benefits over static products.
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