Jason Hsu, Chairman & CIO at Rayliant discusses investing in international markets and friendshoring. Josh & Michael explore topics like Tesla, oil stocks, small caps breakout, Jerome Powell, and Trump's stock. They analyze the Fed's communication, market trends, and impacts of monetary policy. The conversation is insightful and engaging, covering a wide range of financial topics.

Jason Hsu dives into the Chinese equity market, highlighting the potential for onshore Chinese stocks. Topics include the real estate market dynamics, China's push to move up the value chain, and the affordability of Chinese stocks. Regulatory scrutiny on tech, the banking system's resilience, and the impact of the Japanese real estate bust are also discussed.

Chairman Jason Hsu discusses blending quantitative and fundamental approaches in investing, focusing on opportunities in China and emerging markets. They explore the differences between US and China's government intervention, making investing in overlooked markets more accessible. Dan reflects on the importance of doing nothing when investments grow, inspired by the coffee can portfolio strategy. Jason also touches on detecting financial irregularities in Chinese markets and the evolution of regulatory practices between China and the US.