Jason Hsu

In this engaging discussion, Jason Hsu, founder and CIO at Raliant Global Advisors and finance professor at UCLA, shares his insights on navigating China’s complex economic landscape. He delves into the interplay of inflation and employment, exploring the challenges faced by both emerging markets and corporate giants. The conversation also tackles the Federal Reserve’s struggles with rising interest rates and the implications for global investors. Hsu's expertise provides valuable perspectives on investment strategies amid an evolving economic climate.

Jason Hsu, co-founder of Research Affiliates and CIO of Rayliant, shares insights on smart beta and quantitative investing. He argues that simply investing in the S&P 500 is outdated, highlighting the inefficiencies in Asian markets due to retail speculation and governance risks. Jason discusses the evolution of factor investing, emphasizing its advantages over traditional indexing. He also explains how Rayliant employs machine learning to create robust portfolios and shifts retail investors from short-term trading to long-term value creation.

In a captivating discussion, Jason Hsu, co-founder of Research Affiliates and founder of Rayliant Global Advisors, shares insights on smart beta strategies and international markets. He examines how index investing is reshaping market efficiency and delves into the complexities of investing in emerging markets like China. Jason advocates for a new classification for China, highlighting its potential amidst volatility. He also uncovers promising investment opportunities in Japan, emphasizing the revival of mid and small-cap companies. A must-listen for savvy investors!