Ben Harburg

Caroline Hyde reflects on Intel's CEO Pat Gelsinger being ousted, explaining the board's frustrations over his turnaround plans. Nick Wadhams dives into the escalating tension between Israel and Hezbollah, even post-ceasefire. Jackie Davalos shares insights into Greg Lindberg's chaotic life and his controversial IVF practices that raise ethical questions. Lastly, Ben Harburg discusses the shifting investment landscape in China, navigating geopolitical challenges while identifying opportunities in a complex market.

Rene Haas, CEO of Arm Holdings, discusses the pivotal role of energy-efficient processors in AI infrastructure investments. Rachel Metz shares insights on the collaborations among tech giants like SoftBank and OpenAI, emphasizing the transformative potential of government support in AI. Najat Khan explains how AI is revolutionizing drug discovery, speeding up the path to clinical trials. Ben Harburg analyzes the implications of new investment strategies in China, while Rich Greenfield evaluates Netflix's growth amidst intense streaming competition.

This episode is sponsored by KraneShares’s KRBN ETF is the 1st, largest, and most liquid carbon ETF. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).Ben Harburg, founder, and managing partner at MSA Capital, has been at the intersection of the U.S., China, and emerging markets for years. He joins Maggie Lake to share the highs and lows — and the lessons learned — of a career focused on China tech, Asian private markets, and the Middle East. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ben Harburg discusses the Chinese real estate market, debunking fears of an economic collapse. Topics include consumer behavior favoring domestic brands, comparison of investing in India and China, analysis of unemployment rates, investment opportunities in Chinese companies, fintech regulations, and economic stimulus measures.

Join Ben Harburg, a keen investor in Chinese markets, and Scott Ladner, a savvy chief investment officer, as they dissect the massive U.S. stock selloff that has rippled across Asia. They explore the contrasting market sentiments, revealing how Chinese investors are diving into Hong Kong stocks amidst economic turmoil. The duo also discusses the impacts of recent tariff hikes on U.S. agricultural goods and the evolving dynamics of inflation in China, uncovering both challenges and potential opportunities for savvy investors.

Ben Harburg, founder of Core Values Alpha and managing partner of Novo Capital, dives into the implications of DeepSeek and the future of AI. He discusses the booming investor interest in AI and its transformative effects on technology infrastructure, particularly in establishing major AI data centers. Harburg also highlights the unique challenges in the tech and gaming industries, especially for companies like Roblox. Additionally, he shares insights on the necessity for U.S. startups to bolster their infrastructure in the face of global competition with China.

Jennifer Bartashus, a Senior Retail Analyst at Bloomberg Intelligence, discusses Walmart's improved sales outlook, driven by consumers hunting for bargains. Noah Buhayar shares his personal journey on dealing with a brain tumor and highlights advances in neurosurgery. Ben Harburg, Founder and Portfolio Manager, dives into the complexities of investing in China's economy, detailing its challenges and opportunities. The conversation also touches on the potential impacts of federal price gouging regulations on retail.

Amy Or and Steve Man discuss Zeekr's IPO success and Chinese EV market positioning. Ben Harburg talks about investing in China. Tim Sullivan shares NJ economic growth initiatives. Christina Stembel chats about the floral industry. The podcast covers diverse topics like clean energy, film industry, Mother's Day, and market trends.

Ben Harburg discusses investing in China, focusing on arbitrage opportunities and growth pockets in areas such as cross-border e-commerce, technology chip companies, and domestic travel. Isabelle Freidheim shares insights on the IPO outlook for 2024, including analysis of stock prices, Chinese trade shift, and the state of the IPO market with a backlog of companies waiting to go public.

Topics include investing in China, the Chevron-Hess deal, the Israel-Hamas conflict, reducing carbon emissions, AI in creativity and trust, the declining trend of China trade, open source and AI, and opportunities in equity.