Join business leaders, investors, academics and members of government to forge a deeper and long-lasting understanding of how two different economic and political models can see through their differences for the benefit of the world at large.
Michael Every, Global Strategist at Rabobank joins Paul for a conversation about his widely discussed report. "China's Marxist "Profound Revolution" Is Here, And Nobody In The West Is Ready Developments in China continue to confound market optimists, with new talk of a “profound revolution” towards a new target of “Common Prosperity”. Rather than simply react to these events, Michael analyzes the history of Marxist-Leninist-Maoist Thought to try to put current moves under Xi Jinping Thought in a larger context that many Western investors fail to appreciate.
KraneShares CIO, Brendan Ahern, returns to US-China Series to discuss the latest developments surrounding Chinese tech regulation. A calm voice throughout, Brendan will provide some rational thinking to the often irrational debate about public equity investing in China
In the midst of an unprecedented bull market in risky assets, tail protection has never been more important even if the source of those risks can be clouded by Central Bank Liquidity. 36 South specializes in the creation and management of asymmetrical portfolios with an emphasis on crisis protection and we are joined by Portfolio Manager, Neale Jackson to discuss ways to protect against outlier scenarios.