Jun Bei Liu

Jun Bei Liu, co-founder of Tencap and renowned for managing $1.5 billion in funds, shares her investing journey. She recounts her early days in Australia and how her family’s values shaped her interest in finance. Liu emphasizes the importance of behavioral finance in stock-picking and offers practical tips for everyday investors, including focusing on quality companies and utilizing ETFs. She also candidly discusses a major investment mistake and highlights the significance of continuous learning in the ever-changing market.

Jun Bei Liu, Founder and portfolio manager at Ten Cap, shares her insights on stock picking for 2026. She identifies promising sectors like mining due to strong earnings potential, while warning against banks and REITs that may disappoint. Liu discusses how CSL could rebound and highlights mid-tier gold miners as strong bets amidst a complicated market. She recommends Flight Centre for travel recovery and suggests avoiding Temple & Webster, indicating a cautious approach to the current economic climate.

Jim Craige, Co-Chief Investment Officer at Stone Harbor Investment Partners, shares insights on US inflation trends and labor market shifts, emphasizing potential Federal Reserve interest rate cuts. Jun Bei Liu, Co-Founder of Ten Cap, discusses the Asian equity rally, highlighting how favorable US economic indicators are positively affecting the region. Both guests delve into the impact of AI on job demand and the evolving dynamics of emerging markets, providing a dynamic view of global investment strategies.

In this discussion, Jun Bei Liu, the founder and lead portfolio manager at TenCap, shares her insights on transforming mistakes into stepping stones for success. She reveals how to block out negativity and champions the importance of self-advocacy for career advancement. Jun Bei recounts her journey from China to Australia, highlighting resilience in overcoming cultural challenges. Emphasizing continuous learning and ambition, she encourages listeners to dream big and communicate effectively to navigate their professional paths.

Jun Bei Liu, founder of TenCap and a market expert, discusses the potential long-term impacts of impending Trump tariffs on China's economy, highlighting the fragility of the market. Stuart Thomas, founding partner at Presidian Investments, shares insights on how the strengthening U.S. dollar could provide unique opportunities for investors amid these tariff-driven changes. The conversation also touches on Chinese countermeasures and the evolving dynamics of U.S.-China trade relations, emphasizing the importance of staying alert in these turbulent times.