Talk Your Book: The Bull Case For China with Brendan Ahern

Today’s Talk Your Book is brought to you by KraneShares:

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On today’s show, we discuss:

• Policy errors in China’s recent past and the current outlook for the Chinese economy
• Where China and the U.S. stand in the AI race, and China’s open-source approach
• The effects of a falling dollar on performance
• How local and state governments in the U.S. may protect workforces from AI-led layoffs
• How listing location affects valuations in China, and why many growth names choose to list offshore
• An outlook for U.S.-China relations under the Trump administration

Listen here:

https://podcasts.thecompoundnews.com/show/animalspirits/

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