Podcast appearances and mentions of brendan ahern

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Best podcasts about brendan ahern

Latest podcast episodes about brendan ahern

The Meb Faber Show
Cole Wilcox on The Power Law of Investing | #584

The Meb Faber Show

Play Episode Listen Later May 30, 2025 64:02


Today's guest is Cole Wilcox, CIO of Longboard Asset Management, a boutique asset manager specializing in alternative investment strategies. In today's episode, Cole walks through one of my favorite papers of all time, Does Trend-Following Still Work On Stocks? Hint: it does. Cole explains why you have to be a good loser to be a good investor, how power laws dominate the stock market, and the set up for trend following going forward., including the dollar and gold, and if he believes we are headed for a recession. (0:00) Start (1:02) Introducing our guest, Brendan Ahern (5:53) The state of China's economy (14:18) Analysis of China's geopolitical concerns and international partnerships (20:01) The narrative around China post Russia-Ukraine (22:03) Deep dive into KWEB (29:44) Implications of the US election (32:40) Discussion on currency hedging (33:52) Other KraneShares' funds (41:44) Will TikTok be banned (43:52) Brendan's most memorable investment (46:18) Future plans for KraneShares ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Animal Spirits Podcast
Talk Your Book: Will China Win the Trade War?

Animal Spirits Podcast

Play Episode Listen Later May 12, 2025 32:55


On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠Michael Batnick⁠⁠⁠ and ⁠⁠⁠Ben Carlson⁠⁠⁠ are joined by Brendan Ahern, CIO at KraneShares to discuss an update on China's economy, China real estate, the AI race with China, stock picking within China, consumerism outside the US, and much more! Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠A Wealth of Common Sense⁠⁠⁠ Michael Batnick's ⁠⁠⁠The Irrelevant Investor⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠https://www.idontshop.com⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

TD Ameritrade Network
'BIDU not growing is problematic'

TD Ameritrade Network

Play Episode Listen Later Feb 18, 2025 7:39


Baidu (BIDU) shares are slumping after the company saw profits decline last quarter. Brendan Ahern of Kraneshares said that the company's outlook is being hurt by the lack of stimulus and growth in the Chinese economy. White the stock is cheap, Ahern thinks there are other Chinese-based stocks like Alibaba (BABA) and Tencent (TCEHY) that may be better positioned until a trade deal with the U.S. is reached.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Animal Spirits Podcast
Talk Your Book: Buy Low, Sell High in China

Animal Spirits Podcast

Play Episode Listen Later Dec 16, 2024 33:32


On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson talk to Brendan Ahern from KraneShares about Chinese tech stocks, historically low sentiment towards international stocks, US vs. China tech companies, stimulus measures in China and much more. Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright's Podcast 971 - Strength in China with Brendan Ahern, CIO at KraneShares

Dorsey Wright & Associates Technical Analysis Podcast

Play Episode Listen Later Oct 25, 2024 33:59


This week, Ian is joined by Brendan Ahern, CIO at KraneShares, for a discussion on China.

Stansberry Investor Hour
Don't Believe the China Boogeyman Narrative

Stansberry Investor Hour

Play Episode Listen Later Oct 7, 2024 63:02


On this week's Stansberry Investor Hour, Dan and Corey welcome Brendan Ahern to the show. Brendan is the chief investment officer at asset manager KraneShares. The company provides investors access to Chinese companies, climate investments, and uncorrelated assets through exchange-traded funds. Brendan kicks off the show by describing the basics of KraneShares and its involvement in Chinese markets. He discusses the recent surge in Chinese stocks and gives context for what's driving it. As Brendan explains, the country is focused on stabilizing real estate prices and stimulating the broader economy. By lowering interest rates and announcing loads of subsidies that will benefit its citizens, the government can increase domestic consumption at a crucial time. (0:43) Next, Brendan talks about China's negative reputation due to Western disinformation and political rhetoric. As almost all U.S. investors are implicitly involved with China, and as the majority of Western companies outsource to China, our economy depends on the foreign nation. Brendan also discusses the influence U.S. investors have had on Chinese companies in regard to corporate governance... billionaire hedge-fund manager David Tepper going all-in on China... and why he believes China won't invade Taiwan. (18:11) Finally, Brendan breaks down the growth prospects for China today and shares his thoughts on the U.S. moving to produce more semiconductors domestically. After, he discusses today's data-driven world and the new ways this data is collected by research firms. KraneShares is able to leverage this data in turn and be selective about which Chinese companies it gets involved with. As Brendan explains, cooperation with China is both important for investors' portfolio diversification and for a harmonious future. (37:12)

Stansberry Investor Hour
Don't Believe the China Boogeyman Narrative

Stansberry Investor Hour

Play Episode Listen Later Oct 7, 2024 63:02


On this week's Stansberry Investor Hour, Dan and Corey welcome Brendan Ahern to the show. Brendan is the chief investment officer at asset manager KraneShares. The company provides investors access to Chinese companies, climate investments, and uncorrelated assets through exchange-traded funds. Brendan kicks off the show by describing the basics of KraneShares and its involvement in Chinese markets. He discusses the recent surge in Chinese stocks and gives context for what's driving it. As Brendan explains, the country is focused on stabilizing real estate prices and stimulating the broader economy. By lowering interest rates and announcing loads of subsidies that will benefit its citizens, the government can increase domestic consumption at a crucial time. (0:43) Next, Brendan talks about China's negative reputation due to Western disinformation and political rhetoric. As almost all U.S. investors are implicitly involved with China, and as the majority of Western companies outsource to China, our economy depends on the foreign nation. Brendan also discusses the influence U.S. investors have had on Chinese companies in regard to corporate governance... billionaire hedge-fund manager David Tepper going all-in on China... and why he believes China won't invade Taiwan. (18:11) Finally, Brendan breaks down the growth prospects for China today and shares his thoughts on the U.S. moving to produce more semiconductors domestically. After, he discusses today's data-driven world and the new ways this data is collected by research firms. KraneShares is able to leverage this data in turn and be selective about which Chinese companies it gets involved with. As Brendan explains, cooperation with China is both important for investors' portfolio diversification and for a harmonious future. (37:12)

Hedge Fund Tips with Tom Hayes
Hedge Fund Tips with Tom Hayes (Brendan Ahern - Special Guest) - podcast - Episode 253 - 8/22/2024

Hedge Fund Tips with Tom Hayes

Play Episode Listen Later Aug 23, 2024 203:03


About Tom Hayes: ⁠⁠https://www.hedgefundtips.com/about-tj-hayes/⁠⁠ Brendan Ahern - KraneShares CIO - www.ChinaLastNight.com Twitter: @ahern_brendan ETF - KWEB Contact Us/Tom: ⁠https://www.hedgefundtips.com/contact-us/⁠ Great Hill Capital (Money Management) Contact: https://www.hedgefundtips.com/money-management/ Free Stock Market Newsletter and Book: ⁠⁠https://www.hedgefundtips.com/free/⁠⁠ Not Investment Advice - See Terms: https://www.hedgefundtips.com/terms-of-use/

The Meb Faber Show
KraneShares' Brendan Ahern on China's Economic Landscape: Is It Still Investable? | #535

The Meb Faber Show

Play Episode Listen Later May 31, 2024 52:14


Today's guest is Brendan Ahern, Chief Investment Officer at KraneShares, which provides investors access to China, Climate, and other uncorrelated strategies. He also produces China Last Night, a daily note recapping important news out of China.  In today's episode, Brendan delves into the current state of China's stock market and economy, exploring the impact of the property crisis, upcoming U.S. election and the state of the consumer. Our discussion addresses key questions on whether China remains a viable destination for investors, considering recent regulatory changes, economic policies, and global market dynamics.  (1:02) Introducing our guest, Brendan Ahern (5:53) The state of China's economy (14:18) Analysis of China's geopolitical concerns and international partnerships (20:01) The narrative around China post Russia-Ukraine (22:03) Deep dive into KWEB (29:44) Implications of the US election (32:40) Discussion on currency hedging (33:52) Other KraneShares' funds (41:44) Will TikTok be banned (43:52) Brendan's most memorable investment (46:18) Future plans for KraneShares ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: 10 East is a membership-based investment firm founded by Michael Leffell, former Deputy Executive Managing Member of Davidson Kempner, focused on providing targeted exposure to private markets. Members invest at their discretion in single-investment and niche fund vehicles across private credit, real estate, private equity, and venture capital. Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright's Podcast 949 - A Case for China with Brendan Ahern, CIO at KraneShares

Dorsey Wright & Associates Technical Analysis Podcast

Play Episode Listen Later Apr 26, 2024 30:34


This week, Ian Saunders is joined by Brendan Ahern, CIO at KraneShares. Brendan shares his expert opinion on the Chinese economy and market, and what investors are missing.

Worldwide Exchange
Exclusive with Treasury Secretary Yellen and Wall Street's Next Test 4/8/24

Worldwide Exchange

Play Episode Listen Later Apr 8, 2024 47:47


Treasury Secretary Janet Yellen addresses tariffs, electric vehicles, and green exports in an exclusive interview with CNBC. Atlantic Council's Hugh Tran gives his thoughts on the conversation. Plus, Yellen also says she's focused on keeping American companies in business as they face growing pressure from China. KraneShares' Brendan Ahern dives into the issue. And, Wall Street faces a fresh test this week with March CPI on Wednesday. Rose Advisors at Hightower's Patrick Fruzzetti and Blanke Schein Wealth Management's Robert Schein discuss.

Insigneo Talks
Speaker Series - Brendan Ahern

Insigneo Talks

Play Episode Listen Later Dec 15, 2023 33:57


Brendan Ahern is the Chief Investment Officer at KraneShares. Brendan joined KraneShares in 2013. Brendan leads the firm's research and education efforts and actively works with investors on a variety of subjects ranging from asset allocation to trading to articulating the growing influence that index providers hold in the asset management industry. Prior experience includes over ten years with Barclays Global Investors (subsequently BlackRock's iShares), which he joined in 2001 during the rollout of their ETF business. His career has spanned a period of tremendous growth for ETFs, which has contributed to his profound knowledge of the ETF landscape.   Brendan is considered a preeminent expert in global financial markets with a particular focus on China. He is a frequent visitor to China and actively maintains daily contact with a deep local research network comprised of investment banks, brokers, and regional and boutique research firms. He produces a daily update called China Last Night (www.chinalastnight.com), which also appears as a column on Forbes.com. He is often sought after by leading business and financial outlets and regularly appears on CNBC and Bloomberg to discuss China's capital markets. He is a frequent guest of Bloomberg Radio's Daybreak Asia, and he is quoted in The Wall Street Journal and Investor's Business Daily.   Brendan graduated from the College of the Holy Cross and has a Master of Science in Financial Analysis from the University of San Francisco.

Money Life with Chuck Jaffe
Bitwise's Hougan: This is 'classic, Year One bull market in crypto"

Money Life with Chuck Jaffe

Play Episode Listen Later Dec 13, 2023 59:28


Matt Hougan, chief investment officer at Bitwise Asset Management -- the nation's largest crypto index fund manager -- says that cryptocurrency has historically moved in four-year cycles, with a big move upwards followed by a big reset. Last year, when crypto suffered losses bigger than the down market, was the setback; now crypto assets are in the recovery phase -- which he says most investors aren't paying attention to -- setting up "a significant and sustained bull run in crypto." Also on the show, Brendan Ahern, chief investment officer, KraneShares -- the editor of ChinaLastNight.com -- says that a four-year losing streak in China has positioned the market there as a global value play, noting that he thinks many investors are lost in the headlines over trade concerns and focusing portfolios on the "very crowded trade" of U.S. markets rather than eyeing the potential for an economic turnaround/comeback in China. In the Market Call, portfolio manager Brian Mulberry of Zacks Investment Management, talks about the firm's earnings-consistency purview in picking stocks.

Inside ETFs
The Inside ETFs Podcast: Brendan Ahern, Simeon Hyman and Devon Drew on Emerging Asset Classes and Fintech Innovations

Inside ETFs

Play Episode Listen Later Dec 11, 2023 46:15


The underweight of non-US equities, opportunities in cryptocurrency, the rise of artificial intelligence and machine learning in investments — these are important topics for today's investors. In this special episode of the Inside ETFs Podcast, Informa Wealth Management's Nabia Jenkins-Johnston is joined by Brendan Ahern, chief investment officer at KraneShares, Simeon Hyman, global investment strategist … Read More Read More

Animal Spirits Podcast
Talk Your Book: Investing in Luxury

Animal Spirits Podcast

Play Episode Listen Later Oct 30, 2023 32:43


On today's show, Michael and Ben are joined by Brendan Ahern, CIO of Kraneshares to discuss: the creation of Kraneshares Luxury ETF, demographic trends and utilizing the wealth affect, challenges in investing in international markets, luxury dynamics in a recession, and much more!    Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

IG Trading the Markets
‘Yuan weakness is a positive for Chinese stocks'

IG Trading the Markets

Play Episode Listen Later Oct 4, 2023 10:38


Brendan Ahern, CIO of KraneShares, sits down with IGTV financial analyst @AngelineOng to discuss the trajectory of the Chinese economy, EV politics, the dollar, and why yuan weakness is a positive for Chinese stocks. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram, and YouTube *Your capital is at risk. 70% of retail CFD accounts lose money*

Making Money with Matt McCall
Is China Approaching Its 'Lehman Moment'?

Making Money with Matt McCall

Play Episode Listen Later Sep 19, 2023 20:39


Hopefully you've been enjoying the interviews from last week's Future Proof conference. On this new episode of Making Money With Matt McCall, Matt continues his "Future Proof" series by sitting down with Brendan Ahern. He's the chief investment officer at KraneShares and an expert in global financial markets – particularly China. So, Matt and Brendan dive into all things China. Chinese stock valuations are sitting at multiyear lows. But that doesn't mean they'll stay in the doghouse forever. Plus, is the Chinese real estate market facing a "Lehman Brothers moment"? Whether or not you're bullish, bearish, or on the fence about China and Chinese stocks...  ➡️ Watch Here

Worldwide Exchange
Busiest Week of Earnings Season, China Stocks, and the Final Trading Day of July 7/31/23

Worldwide Exchange

Play Episode Listen Later Jul 31, 2023 44:39


Markets kick off the busiest week of earnings season with a key focus on Apple and Amazon. Wedbush's Dan Ives previews the results. Plus, China stocks are higher on hopes of a government-backed economic stimulus. KraneShares' Brendan Ahern discusses. And, what's in store for the final trading day of the month? Delancey Wealth Management's Ivory Johnson and Matrix Asset Advisors' David Katz weigh in.

Money Life with Chuck Jaffe
KraneShares' Ahern: China will suffer - then rebound - through a U.S. recession

Money Life with Chuck Jaffe

Play Episode Listen Later Jun 2, 2023 60:25


Brendan Ahern, chief investment officer at KraneShares, says that any recession or economic downturn in the United States will wind up having spillover effects in China, where the economy is so geared to the West that it is the proverbial 'canary in the coal mine,' because if manufacturing there is slowing and exports are down, it reflects a sluggish economy in the U.S. and Europe. He sees improved potential for China and emerging markets, provided that the politicians on both sides can avoid trade conflicts and allow for improved trade. Rob Shaker of Shaker Financial Services, says that the stock market hasn't been climbin a wall of worry so much as a 'Wall of Meh,' but notes that economic mediocrity is creating opportunities for long-term investors in closed-end funds to buy into discounts now and get paid off as early as the second half of this year, when he expects a 'generalized recovery' from today's worrisome issues. Plus, Gene Peroni of Peroni Portfolio Advisors talks technical analysis and says the range-bound market is likely to see the upper limits on the current market swings move higher -- by more than 10 percent -- before the year ends.

P&L With Paul Sweeney and Lisa Abramowicz
Debt Limit Latest, Gen Z Financial Independence

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jun 1, 2023 35:04


Dr. Lori Esposito Murray, President of the Committee on Economic Development from the Conference Board, joins to discuss the debt ceiling drama and outlook of the US economy ahead of a potential June rate hike. Brendan Ahern, CIO at KraneShares, discusses the markets and gives his stock picks. David Dietze, Senior Investment Strategist at Peapack Private Wealth Management, joins the show to discuss the equity market. Christina Roman, Consumer Education and Advocacy Manager at Experian, joins to discuss their recent findings on the ability of Gen Z and Millennials to be financially independent.  Hosts: Paul Sweeney, Kriti Gupta, and Madison Mills. See omnystudio.com/listener for privacy information.

ETF Edge
Commodities Corner: China Reopening & D.C. Debt Drama 5/22/23

ETF Edge

Play Episode Listen Later May 22, 2023 9:33


CNBC's Seema Mody spoke with Brendan Ahern, CIO of Kraneshares and Will Rhind, Founder and CEO of GraniteShares – as well as Todd Rosenbluth, Head of Research at VettaFi. They shed some light onto how investors are feeling about the China reopening story. They also dove deep into the mixed cross-currents for commodities – with copper faltering but gold prices higher in the face of debt ceiling drama in Washington. 

Worldwide Exchange
Walmart's Earnings Report, Investing in Chinese Equities, and Mining's M&A Boom 5/18/23

Worldwide Exchange

Play Episode Listen Later May 18, 2023 44:37


Walmart reports earnings this morning after Home Depot and Target said consumers are pulling back on discretionary spending. TD Cowen's Oliver Chen discusses his expectations. Plus, famed hedge fund manager Michael Burry may be betting big on China, but the rest of Wall Street is growing more skeptical about the world's second largest economy. KraneShares' Brendan Ahern breaks down the trade. And, mining companies are sitting on a lot of cash after last year's strength in commodity prices, which is fueling a boom in lithium M&A activity. Stifel's Cole McGill weighs in on the sector.

Making Money with Matt McCall
How to Invest in China's 'Stealth Bull Market'

Making Money with Matt McCall

Play Episode Listen Later Mar 30, 2023 32:18


In this episode of Making Money With Matt McCall, Matt welcomes Brendan Ahern onto the show. He's the chief investment officer at KraneShares and an expert in global financial markets – particularly China. Brendan shines some light on what's really going on in the world's second-largest economy right now. But more importantly, he's here to give you a side of the story you won't get from the mainstream media and politically driven talking heads. Matt and Brendan break down what China's reopening means for its economy and investors. And they consider some important questions... Like will increased tensions between the U.S. and China have real implications on the world? And how will that affect Chinese stocks going forward? So put your political opinions aside and listen with an open mind to get a fresh view on China and its potential investment opportunities. ➡️ Watch Here

Musicians And Beyond
Episode 50 Brendan Ahern

Musicians And Beyond

Play Episode Listen Later Mar 27, 2023 48:09


A monumental episode! We are proud to say we have 50 episodes in the books, and we couldnt have celebrated it with a better guest. Brendan Ahern came into M&B Studios and shared stories about his "Converse Outlet Band" and his super successful "Pulling The Cork" podcast. Brendan breaks out his weathered and worn, musically precise acoustic guitar and shares some tunes with us. His stories, humor and enthusiasm filled the room as he tells us the serendipitous chain of events that led to the "Converse Outlet Bands" membership. John and Mark were super honored to receive a guest invite and a lifetime membership with a endless variety of whiskey included, to be guests on Pulling The Cork. You will love Brendans talents, humor, songwriting skills and most of all,... his generosity towards charitable groups. Buckle Up and listen in to this wild and crazy ride with Brendan. --- Support this podcast: https://podcasters.spotify.com/pod/show/musiciansandbeyond/support

Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright's Podcast 890 - Talking China with Brendan Ahern, CIO at KraneShares

Dorsey Wright & Associates Technical Analysis Podcast

Play Episode Listen Later Feb 3, 2023 29:24


This week, Ian is joined by Brendan Ahern, Chief Investment Officer at KraneShares. The two discuss the current market environment in China at both a fundamental and technical level.

Worldwide Exchange
Amazon Layoffs, Votes for House Speaker, and Chinese Tech Stock Gains 01/05/23

Worldwide Exchange

Play Episode Listen Later Jan 5, 2023 44:55


Amazon is raising the number of employees it plans to lay off, with job cuts focused on the company's e-commerce business, human resources, and technology. Arete Research's Richard Kramer explains the outlook. Plus, Republican congressman Kevin McCarthy is set to try and secure enough votes to become House Speaker for a third straight day. Stifel's Brian Gardner gives the latest. And, big gains in Chinese tech stocks may be signaling that the government's wide-ranging crackdown on tech and other sectors may be nearing an end. Krane Shares' Brendan Ahern discusses whether China is investable again.

ETF Edge
China's Covid Unrest & Tax-Loss Harvesting Season 11/28/22

ETF Edge

Play Episode Listen Later Nov 28, 2022 31:52


CNBC's Bob Pisani spoke with Brendan Ahern, CIO of KraneShares – along with Ben Slavin, Global Head of ETFs at BNY Mellon, and Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors. They discussed the fallout from Covid-19 unrest in China as rare protests break out across the nation. What does this all mean for China's reopening story? Plus, it's been a rough year and a lot of investors have had losses, particularly in technology stocks and funds. The gang explored the ins and outs of tax loss harvesting as investors look to close out the year. In the Markets ‘102' portion of the podcast, Bob continues the conversation with Ben Slavin from BNY Mellon.

Worldwide Exchange
A Slowdown in Big Tech, Housing, and Chinese Stocks? 10/25/22

Worldwide Exchange

Play Episode Listen Later Oct 25, 2022 45:03


The big tech giants report results amid signs of slowing demand for smartphones, e-commerce, and digital ads. Third Bridge's Scott Kessler gives his expectations for the sector. Plus, ahead of the S&P Case-Shiller Home Price Index release today, is the housing market cooling down? Cortland's Brad Dillman weighs in. And, Hong Kong and Chinese stocks are falling for a second straight session following their steepest sell-off in 14 years. KraneShares' Brendan Ahern explains what this means for China president Xi Jinping's next move.

Exchange Traded Fridays
9/23/2022: China Remains an Attractive Investment

Exchange Traded Fridays

Play Episode Listen Later Sep 23, 2022 21:40 Transcription Available


ETF.com's Sumit Roy and Heather Bell speak with Brendan Ahern, chief investment officer of KraneShares, about the investment argument for China and the abundant investment opportunities in its markets.

Animal Spirits Podcast
Talk Your Book: Investing in China

Animal Spirits Podcast

Play Episode Listen Later Aug 29, 2022 35:54


On today's show, we spoke with Brendan Ahern to give us an update on China, Chinese stock listing issues, investing in China's largest companies, and much more.   Find complete shownotes on our blogs...  Ben Carlson's A Wealth of Common Sense  Michael Batnick's The Irrelevant Investor  Like us on Facebook  And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. 

Worldwide Exchange
The Number Wall Street Has Been Waiting For is Due Today: May's CPI Report. JUNE 10, 2022

Worldwide Exchange

Play Episode Listen Later Jun 10, 2022 44:48


Wall Street is buzzing as investors await the May CPI report, due later this morning, with price gains remaining at their highest level in 40 years. Sarah House of Wells Fargo tells us what to expect from the report. Plus, stocks in China are rising today, including tech stocks like Alibaba, Meituan, and NetEase. Brendan Ahern of KraneShares, shares what is driving the spike in these stocks. And, despite sky-high inflation, Janet Yellen says that a recession is not likely in the works. Dan Very of Palisade Capital Management gives his thoughts on the strength of the economy.

Big Asp Cornhole Podcast
Episode 121: Bag Brawl Draft ft 20 Dollar Chef and Brendan Ahern

Big Asp Cornhole Podcast

Play Episode Listen Later May 4, 2022 68:26


Sean and Dane are back! Another ACL National is upon us as we ready for the Bag Brawl event! Shaun Latham (20 Dollar Chef) and Brendan Ahern (Dogcast and Pulling the Cork) join the show for an ACL fantasy episode!! BIG ASP Cornhole Patreon page: 3 Tiers to choose from!! Come join our growing community and get insider info, become an active participant in show content, be eligible for bag giveaways and more!!!https://www.patreon.com/bigaspcornholehttps://www.localbagcompany.com/-Throw like a pro….Throw Localhttps://www.cornholesolutions.com/-For all your cornhole board problems-Code: BigAsp saves you 10%https://blackjackcornhole.com/Code: BigAsp saves you 10%https://airwolfathletics.com/Code: BigAsp saves you 10%https://www.harddragpush.com/Your one stop shop for all your cornhole content needs!!

TD Ameritrade Network
KWEB, KGRN, KUBY: What China's Covid Lockdowns Mean For The Markets

TD Ameritrade Network

Play Episode Listen Later Apr 26, 2022 6:59


Mainland investors are getting a bit worried with all of the lockdowns, but offshore investors are not the same which is why there is a bit of a bid in KWEB, says Brendan Ahern. He discusses what China's Covid-lockdowns mean for the markets. He also compares some of Kraneshares China ETFs including KWEB, KGRN, KBUY, and KURE. He then goes over which China stocks are memos affected by recent lockdowns. Tune in to find out more.

IG Trading the Markets
Trading the Chinese tech industry

IG Trading the Markets

Play Episode Listen Later Mar 30, 2022 15:27


In this week's episode Daniela Sabin Hathorn is joined by Brendan Ahern and Xiaolin Chen from Kraneshares to talk about the recent volatility in the Chinese tech industry. Brendan goes over the market fears about current regulation for Chinese tech companies which could lead to the de-listing of US listed Chinese ADRs in 2024, as well as possible sanctions in the near future. Xiaolin then explains the common structure regarding foreign ownership and exposure of Chinese stocks and how the impact of the Russia-Ukraine conflict is more limited than in other countries.

Pulling The Cork
Episode 1- Pulling The Cork

Pulling The Cork

Play Episode Listen Later Mar 28, 2022 55:49


In episode 1 of Pulling The Cork, co-hosts Danny Gillis and Brendan Ahern discuss the ideas behind the podcast, the best and worst parts of Irish Culture, who's ass can you kick in heaven?,  and how to tailgate a wake.

Big Asp Cornhole Podcast
Episode 108: Fantasy Draft ft Brendan Ahern and Jason McCannon

Big Asp Cornhole Podcast

Play Episode Listen Later Feb 9, 2022 104:29


Sean and Dane are back!! They are joined by Brendan Ahern (Dogcast) and Jason McCannon (Fire Cornhole) for their first National fantasy draft. They guys each draft singles/doubles players and touch on random topics throughout the episode! BIG ASP Cornhole Patreon page:https://www.patreon.com/bigaspcornholehttps://www.localbagcompany.com/-Throw like a pro….Throw Localhttps://www.cornholesolutions.com/-For all your cornhole board problems-Code: BigAsp saves you 10%https://blackjackcornhole.com/Code: BigAsp saves you 10%https://airwolfathletics.com/Code: BigAsp saves you 10%

IG Trading the Markets
Demystifying China's stock market

IG Trading the Markets

Play Episode Listen Later Dec 8, 2021 8:57


Language apart, the China stock market has several layers of accessibility. IG's Jeremy Naylor caught up with Kraneshares' Brendan Ahern, a specialist in the China stock market, to find out what it all means.  Whether it is A shares, B shares, or shares traded on the Hong Kong market, the ‘alphabet soup' of classification may seem off-putting. But, as discussed, when you drill down there are opportunities that may appeal to any level of risk appetite. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

In Your Best Interest
Unpacking China's Regulatory Crackdowns, with Brendan Ahern, CIO of KraneShares

In Your Best Interest

Play Episode Listen Later Nov 25, 2021 47:42


In this episode, Brendan Ahern shares his insights on China's regulatory crackdowns, long-term economic outlook, and just how it may revolutionise tech with its up-and-coming industries.Check out Kraneshare's blog, chinalastnight.comFor past guests, visit stashaway.com/podcastIf you enjoy what you've heard, we'd really appreciate it if you'd even consider leaving a quick but thoughtful review. It takes less than 60 seconds, and it really helps us make the show even better for you so that we can convince great guests to join us.Have feedback for us? Is there someone you want us to have on the show? Is there a topic you want covered? Shoot us an email at podcast@stashaway.com. We'd love to hear your thoughts!Find StashAway on FacebookFind StashAway on InstagramFind StashAway on LinkedInFind StashAway on TwitterAlso, our lawyers would want us to tell you that the opinions of our guests are not necessarily shared by StashAway, that past performance is no guarantee of future results, and that what you heard is not investment advice.

TD Ameritrade Network
Alibaba (BABA) & JD.com (JD) Earnings' Reports Released Today

TD Ameritrade Network

Play Episode Listen Later Nov 18, 2021 4:39


Alibaba (BABA) and JD.com (JD) earnings' reports were released today, November 18th. Brendan Ahern, Chief Investment Officer at KraneShares, discusses the takeaways from Alibaba and JD.com earnings. BABA's revenue came in at $31.15B versus an estimated $31.92B, and JD's 3Q revenue grew 25.5% Y/Y. Tune in to find out more.

IG Trading the Markets
China's tech intervention: what is it trying to achieve?

IG Trading the Markets

Play Episode Listen Later Sep 22, 2021 24:32


With some big declines in many of the US listings of Chinese stocks, what is China trying to achieve?IGTV's Jeremy Naylor caught up with Dr Xiaolin Chen, head of international at KraneShares, and Brendan Ahern, chief investment officer, about China's endgame. What is the strategy, what opportunities will it provide, and what can we expect in the meantime?Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

CFA Society Chicago
Investing in China – What Has Changed? with Brendan Ahern & Brett Bina, CFA, CAIA

CFA Society Chicago

Play Episode Listen Later Sep 9, 2021 49:03


Former CFA Society Chicago member Brett Bina, CFA, CAIA brings back KraneShares' Chief Investment Officer, Brendan Ahern to dig deeper in the topic of investing in China and what has happened over the last year. Connect with Brett on LinkedIn https://www.linkedin.com/in/brett-bina-cfa-caia-6a923b25/ and email brett.bina@gmail.com Connect with Brendan on LinkedIn https://www.linkedin.com/in/brendan-ahern-4858083/ and follow his blog at www.chinalastnight.com Follow KraneShares on LinkedIn https://www.linkedin.com/company/kraneshares and visit their website http://www.kranshares.com/ For more episodes go to www.cfachicago.org/podcasts

Alpha Trader
A buying opportunity in China? KraneShares' (KWEB) Brendan Ahern joins Alpha Trader

Alpha Trader

Play Episode Listen Later Aug 18, 2021 50:04 Transcription Available


This week's Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Brendan Ahern, chief investment officer at KraneShares, whose flagship fund is the $5B AUM KraneShares CSI China Internet ETF (KWEB). Among the topics covered: Why the fall of Afghanistan - no doubt a serious issue for the Middle East - doesn't necessarily translate into China getting more aggressive with Taiwan There's plenty being lost in translation with respect to the regulatory news coming out of China, says Ahern. Much of what we're seeing - while clunkily handled by Beijing - is no different than much of the regulatory issues faced by the likes of Facebook and Amazon on a regular basis in the U.S. or EU. The result has been a large disconnect between fundamentals (still great) in Chinese Internet players like Alibaba (BABA), Tencent (TCEHY), JD.Com (JD), Meituan (MPNGF), and Pinduoduo (PDD), and the price action (not so great). Links of interest: Why Ray Dalio thinks worries about the China regulatory crackdown are overblown Why George Soros is highly worried about China KWEB's top holdings Learn more about your ad choices. Visit megaphone.fm/adchoices

TD Ameritrade Network
China's Continued Regulatory Crackdown: KWEB, BABA

TD Ameritrade Network

Play Episode Listen Later Jul 27, 2021 7:18


China continues its regulatory crackdown on ADR's. Brendan Ahern, Chief Investment Officer at KraneShares, discusses KraneShares China Internet ETF (KWEB), as well as Alibaba (BABA) whose earnings will be released Tuesday, August 3rd. He also talks about how China's ban on after-school tutoring is affecting the markets. Tune in to find out more.

Interactive Investor
The ETFs Show: what you need to know about investing in China

Interactive Investor

Play Episode Listen Later Jun 11, 2021 31:29


Tom is joined by Brendan Ahern, chief investment officer at KraneShares, to discuss the history of index and passive investing in China, and the breakdown of share categories. The pair also take a broad look at the long-term goals of the Chinese government and what it means for the economy and firms in the future. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

ETF Edge
The China Tech Wreck

ETF Edge

Play Episode Listen Later Mar 29, 2021 23:40


CNBC’s Dom Chu fills in for Bob Pisani and discusses the China tech wreck and the Moonshot Innovators ETF with Brendan Ahern of KraneShares, Tom Lydon of ETF Trends and ETF Database and Dave Mazza, Head of Product at Direxion.

P&L With Paul Sweeney and Lisa Abramowicz
Biden Tax Hike Puts Capital Gains In The Crosshairs

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Mar 15, 2021 27:47


Laura Davison, Bloomberg congressional tax reporter, on Biden planning the first major tax hike since 1993. Jeff Sloan, CEO of Global Payments (NYSE: GPN), on how business owners are taking advantage of digital technologies in a post-pandemic world. Brendan Ahern, CIO of KraneShares, on China’s tech crackdown. Sri Natarajan, Bloomberg finance reporter, on his story: “Goldman CEO’s Year of Empty Offices, Island Getaways and Strife.” Hosted by Paul Sweeney and Matt Miller. 

The Rathpeacon Rambler's Podcast
Rathpeacon Pintcast - Brendan Ahern and Aidan O'Brien

The Rathpeacon Rambler's Podcast

Play Episode Listen Later Feb 20, 2021 35:09


This week Dinny and Cian talk to two giants of Rathpeacon hurling, Brendan Ahern and Aidan O'Brien. The lads talk us through the highs and lows of their career with the small club, the red cards they wouldn't dispute and give us their thoughts on the modern game. A brilliant chat with two Rathpeacon legends!

Market Pulse
New York-Presbyterian CEO: Helping Overcome Vaccine Fears

Market Pulse

Play Episode Listen Later Feb 6, 2021


Dr. Steven Corwin, New York-Presbyterian President & CEO, on the covid-19 vaccination rollout and educating the underserved. Brendan Ahern, Chief Investment Officer at KraneShares, on their new KSTR ETF which gives U.S. investors access to Shanghai’s Nasdaq-style STAR Board. Yelena Shulyatyeva, Senior Economist for Bloomberg Economics, on jobless claims and economic outlook. Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Janus Henderson’s client exodus. Hosted by Paul Sweeney and Vonnie Quinn.  Read Full Article

P&L With Paul Sweeney and Lisa Abramowicz
New York-Presbyterian CEO: Helping Overcome Vaccine Fears

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Feb 4, 2021 29:08


Dr. Steven Corwin, New York-Presbyterian President & CEO, on the covid-19 vaccination rollout and educating the underserved. Brendan Ahern, Chief Investment Officer at KraneShares, on their new KSTR ETF which gives U.S. investors access to Shanghai’s Nasdaq-style STAR Board. Yelena Shulyatyeva, Senior Economist for Bloomberg Economics, on jobless claims and economic outlook. Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Janus Henderson’s client exodus. Hosted by Paul Sweeney and Vonnie Quinn. 

Big Asp Cornhole Podcast
Episode 58: ACL National preview ft Doghouse Dogcast

Big Asp Cornhole Podcast

Play Episode Listen Later Feb 3, 2021 109:47


Sean and Dane are back and are joined by two Cornhole legends , Brendan Ahern and Donald McPhee, of the Doghouse Dogcast!! The guys each draft a team and breakdown their thoughts on the brackets!!

The Jay Kim Show : Entrepreneurship | Investing | Startups

Listen to this episode on iTunes What was your biggest insight from this week's episode? Let Jay know in the […]

ETF Edge
Pfizer Vaccine, Election Impact & Ant Financial IPO

ETF Edge

Play Episode Listen Later Nov 9, 2020 28:07


CNBC's Bob Pisani spoke with Nick Colas, co-founder of DataTrek Research, Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors and Brendan Ahern, CIO of KraneShares. They discussed the monster rally we’re seeing on the back of Pfizer’s vaccine news, election impact and what Ant Financial’s IPO debacle means for the Chinese ETF market. In the 'markets 102' segment, Bob discusses the strength of the rally and how sustainable the momentum is going into year-end.

IG Trading the Markets
Investing: Is China a good place for investors’ money?

IG Trading the Markets

Play Episode Listen Later Oct 7, 2020 21:51


China has been on investors’ horizon since the turn of the century. According to Ray Dalio, founder of Bridgewater Associates, many investors underweight Chinese equities, therefore in this week's episode, we'd like to discuss investing opportunities around Chinese stocks. IGTV's Jeremy Naylor is joined by Brendan Ahern, chief investment officer at KraneShares, and an ETF specialist. Together they discuss the Chinese economic recovery after the coronavirus pandemic, the effect it has on Chinese stocks and what are the risks of investing in China. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter @IGTV  

East West Hurricane
Update #64 - K-Pop IPO, More Indian Bans, and Bilibili Content

East West Hurricane

Play Episode Listen Later Sep 4, 2020 4:03


Welcome to East West Hurricane! 🌪We update you on the most essential news from Asia in tech, media, and business—the things you need to know that you probably haven’t heard in Western media.Follow us on Twitter and Instagram! ⚡️K-pop’s Big Hit Entertainment Plans an IPO 🎤Big Hit Entertainment is one of the world’s largest K-pop agencies and this week they announced their intention to go public. Big Hit Entertainment plans to raise $812 Million in an IPO that would be the biggest Korean IPO of the last three years. Big Hit manages the absurdly popular K-pop group BTS, who has become one of the world’s most popular music groups and grossed $170 Million from live events in 2019, which made them the fifth largest live music act in the world. BTS’s latest single ‘Dynamite’ just reached #1 on the US Billboard Hot 100, which is the first time an Asian act has done this since 1963. K-pop’s popularity has increased massively over the last few years, which contributes to the growing wave of Korean influence in global pop culture. This Korean cultural wave also includes the major film success of Parasite and the growing popularity of K-drama. I’m super bullish on the continuing influence of Korean culture on the world stage. It’s all part of this increasing relevance of Asia that East West Hurricane was built to witness and document.India Issues New Ban That Includes PUBG Mobile On Wednesday, the Indian government announced a new list of 118 Chinese mobile apps that are now banned in the country. This comes after the government banned 59 apps just over a month ago, including TikTok. The big news from this round is that one of these apps is PUBG Mobile, which was one of the most popular games in India. For PUBG, India was their largest market with 175 Million downloads and 24% of their total downloads globally.As per the previous group of banned Chinese apps, the Indian government is citing security reasons as the reason for the ban. First TikTok, and now PUBG? Brendan Ahern, who writes the newsletter China Last Night, described it best when he called this situation an “Indian Teenagers’ Worst Nightmare.” The Global Times, a Chinese publication, has described the move essentially as a way for the Indian Prime Minister to deflect away from domestic failures, especially related to Covid. Whatever the truth behind the decision, it seems like we could start seeing more regional technology - where legislation makes internet services like social media and gaming different on a country by country basis. Bilibili’s New Content Acquisition 🎥Bilibili is kind of like ‘the Youtube of China,’ with over 170 Million users and a particular focus on ACG, which stands for Anime, Comics, and Gaming. As the platform grows, their strategy is increasingly to expand outside of the initial ACG niche. On Monday, Bilibili announced a $66 Million strategic investment in Huanxi Media, one of China’s largest media production companies. This gives Bilibili exclusive broadcasting rights to a large part of Huanxi’s TV and Film productions. The two companies also agreed on other partnership revenue opportunities like joint merchandise, film production, and shared ad revenue. A Western equivalent of this would be like Youtube investing into a major film studio like Paramount Pictures in order to have exclusive rights to broadcast their content on Youtube. As I’ve written about previously, Bilibili is an interesting company that has made tons of progress recently, including a listing on the Nasdaq in 2018 and continued growth over the last two years. They also received a $400 Million investment from Sony in May. Keep your eye on Bilibili, because another priority for them is international expansion. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit eastwesthurricane.substack.com

American Monetary Association
351: China’s Post Pandemic Economy, Trade War, Global Relations

American Monetary Association

Play Episode Listen Later Aug 19, 2020 24:43


What are the relations with China looking like for the US and for the rest of the globe? Brendan Ahern of the ChinaLastNight.com blog updates Jason Hartman on what he sees with China’s economy. Brendan touches on China’s ability to re-establish trust moving forward and how they might change from being such a largely export dependent country. Key Takeaways: [1:30] Where is China now, in regards to reopening? [3:15] How will China re-establish trust moving forward? [6:15] How have the trade negotiations changed before and after COVID-19? [9:45] “Even investing has become politicized” [13:45] China realized that being very export dependent made them susceptible to downturns. [20:30] Tourism has stopped, and not just in Hong Kong. Websites:  kranshares.com ChinaLastNight.com JasonHartman.com/Asset JasonHartman.com/Webinar www.JasonHartman.com www.JasonHartman.com/properties Jason Hartman Quick Start Jason Hartman PropertyCast (Libsyn) Jason Hartman PropertyCast (iTunes) 1-800-HARTMAN

CFA Society Chicago
Investing in China with Brendan Ahern & Brett Bina, CFA, CAIA

CFA Society Chicago

Play Episode Listen Later Aug 3, 2020 37:12


CFA Society Chicago member Brett Bina, CFA, CAIA discusses investing in Chinese tech companies with KraneShares’ Chief Investment Officer, Brendan Ahern. Connect with Brett on LinkedIn @ brett-bina Connect with Brendan on LinkedIn @ brendan-ahern and follow his blog at www.chinalastnight.com Follow KraneShares on LinkedIn @kraneshares and visit their website www.kranshares.com For more episodes go to www.cfachicago.org/podcasts Information referenced in this podcast - https://www.heritage.org/index/?version=1167 https://www.transparency.org/en/ https://libertystreeteconomics.newyorkfed.org/ https://www.msci.com/index-solutions

Holistic Survival Show - Pandemic Planning
561: Brendan Ahern, China Trade War & COVID-19

Holistic Survival Show - Pandemic Planning

Play Episode Listen Later Jul 31, 2020 25:13


What are the relations with China looking like for the US and for the rest of the globe? Brendan Ahern of the ChinaLastNight.com blog updates Jason Hartman on what he sees with China's economy. Brendan touches on China's ability to re-establish trust moving forward and how they might change from being such a largely export dependent country. Key Takeaways: [1:30] Where is China now, in regards to reopening? [3:15] How will China re-establish trust moving forward? [6:15] How have the trade negotiations changed before and after COVID-19? [9:45] “Even investing has become politicized” [13:45] China realized that being very export dependent made them susceptible to downturns. [20:30] Tourism has stopped, and not just in Hong Kong. Websites:  kranshares.com ChinaLastNight.com JasonHartman.com/Asset JasonHartman.com/Webinar www.JasonHartman.com www.JasonHartman.com/properties Jason Hartman Quick Start Jason Hartman PropertyCast (Libsyn) Jason Hartman PropertyCast (iTunes) 1-800-HARTMAN

Jet Setter Show
127: China Trade War, Global Relations, COVID-19

Jet Setter Show

Play Episode Listen Later Jul 31, 2020 25:04


What are the relations with China looking like for the US and for the rest of the globe? Brendan Ahern of the ChinaLastNight.com blog updates Jason Hartman on what he sees with China’s economy. Brendan touches on China’s ability to re-establish trust moving forward and how they might change from being such a largely export dependent country. Key Takeaways: [1:30] Where is China now, in regards to reopening? [3:15] How will China re-establish trust moving forward? [6:15] How have the trade negotiations changed before and after COVID-19? [9:45] “Even investing has become politicized” [13:45] China realized that being very export dependent made them susceptible to downturns. [20:30] Tourism has stopped, and not just in Hong Kong. Websites:  kranshares.com ChinaLastNight.com JasonHartman.com/Asset JasonHartman.com/Webinar www.JasonHartman.com www.JasonHartman.com/properties Jason Hartman Quick Start Jason Hartman PropertyCast (Libsyn) Jason Hartman PropertyCast (iTunes) 1-800-HARTMAN

The Commercial Investing Show
248: China's Global Trust Post-Pandemic, Brendan Ahern

The Commercial Investing Show

Play Episode Listen Later Jul 31, 2020 25:02


What are the relations with China looking like for the US and for the rest of the globe? Brendan Ahern of the ChinaLastNight.com blog updates Jason Hartman on what he sees with China's economy. Brendan touches on China's ability to re-establish trust moving forward and how they might change from being such a largely export dependent country. Key Takeaways: [1:30] Where is China now, in regards to reopening? [3:15] How will China re-establish trust moving forward? [6:15] How have the trade negotiations changed before and after COVID-19? [9:45] “Even investing has become politicized” [13:45] China realized that being very export dependent made them susceptible to downturns. [20:30] Tourism has stopped, and not just in Hong Kong. Websites:  kranshares.com ChinaLastNight.com JasonHartman.com/Asset JasonHartman.com/Webinar www.JasonHartman.com www.JasonHartman.com/properties Jason Hartman Quick Start Jason Hartman PropertyCast (Libsyn) Jason Hartman PropertyCast (iTunes) 1-800-HARTMAN

The Compound Show with Downtown Josh Brown
How to invest in TikTok, the opportunity in Chinese tech stocks, What Are Your Thoughts with Michael Batnick, the best 90 days ever for diversified investors

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Jul 31, 2020 76:20


This week Josh talks with Brendan Ahern, Chief Investment Officer of KraneShares, to find out how US investors can get involved with TikTok, the hottest social network on earth. They discuss the opportunity in Chinese internet stocks, the massive size and scale of Ant Financial, which will be coming public soon, and how US investors can stay updated on all of the biggest developments in China. You can subscribe to Brendan's daily morning note at ChinaLastNight.com to get up to speed.Michael Batnick joins for a new edition of What Are Your Thoughts to tackle the best 90 day period for diversified investors ever, the biggest earnings day of the year, the rally in gold and Bitcoin, when plumbers have stock tips and more!Leave us a rating and review if you like the show, it helps a lot! See acast.com/privacy for privacy and opt-out information.

Creating Wealth Real Estate Investing with Jason Hartman
1515: US, China Trade War & COVID Brendan Ahern KraneShares

Creating Wealth Real Estate Investing with Jason Hartman

Play Episode Listen Later Jul 27, 2020 32:52


Jason Hartman prepares for the first major virtual event of the network, Meet the Masters XXII. Today’s guest is Chief Investment Officer of KraneShares, Brendan Ahern. What are the relations with China looking like for the US and the rest of the globe? Brendan Ahern of the ChinaLastNight.com blog updates Jason Hartman on what he sees with China’s economy. Brendan touches on China’s ability to re-establish trust and how it might change from being such a widely export-dependent country.  Special LIVESTREAM: Tuesday Evening, 8 PM EDT “The History of Bubbles” YouTube Jason Hartman facebook.com/JasonHartman.com Meet The Masters Virtual: July 31 – August 2 JasonHartman.com/Masters  Guests: Ken McElroy, Sharon Lechter, Harry Dent, George Gammon, Sean Carroll Key Takeaways: [4:45] Portfolio Acquisition Calculator, Thanks Ross [6:15] Meet the Master: Virtual Forum  Brendan Ahern [9:30] Where is China now, in regards to reopening? [11:15] How will China re-establish trust moving forward? [14:15] How have the trade negotiations changed before and after COVID-19? [17:45] “Even investing has become politicized.” [21:45] China realized that being very export-dependent made them susceptible to downturns. [28:30] Tourism has stopped, and not just in Hong Kong. Websites:  kranshares.com ChinaLastNight.com JasonHartman.com/Asset JasonHartman.com/Webinar www.JasonHartman.com www.JasonHartman.com/properties Jason Hartman Quick Start Jason Hartman PropertyCast (Libsyn) Jason Hartman PropertyCast (iTunes) 1-800-HARTMAN

Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright's Podcast 768 - Looking to China with Brendan Ahern of KraneShares

Dorsey Wright & Associates Technical Analysis Podcast

Play Episode Listen Later Jul 22, 2020 28:40


Ian and Brendan discuss different aspects of the Chinese equity markets and offer insight for both domestic and foreign investors.

Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright's Podcast 768 - Looking to China with Brendan Ahern of KraneShares

Dorsey Wright & Associates Technical Analysis Podcast

Play Episode Listen Later Jul 22, 2020 28:40


>Ian and Brendan discuss different aspects of the Chinese equity markets and offer insight for both domestic and foreign investors.

P&L With Paul Sweeney and Lisa Abramowicz
Pfizer May Have the Edge Over Moderna In Vaccine Race

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jul 21, 2020 27:46


Sam Fazeli, Director of Research: EMEA at Bloomberg Intelligence, on the race for a covid vaccine. Brendan Ahern, Chief Investment Officer at KraneShares, on why U.S.-listed Chinese companies are re-listing in Asia. Matt Hawkins, CEO of Entourage Effect Capital, a cannabis-only VC firm, on how PE and VC capital are the only options for many cannabis companies burning thru capital. David Harden, president and CIO of Summit Global Investments, discusses his current investment strategy and stock picks. Hosted by Paul Sweeney and Vonnie Quinn. 

ETF Edge
Chinese Stocks & Tax Day

ETF Edge

Play Episode Listen Later Jul 13, 2020 22:25


CNBC’s Bob Pisani speaks with Brendan Ahern, chief investment officer at KraneShares, and Dave Nadig, chief investment officer and director of research at ETF Trends. They discussed the path forward for Chinese stocks and how tax day impacts ETF's. In the 'Markets 102' section, Bob discusses active nontransparent ETFs.

Big Asp Cornhole Podcast
Doghouse Dogcast Reunion

Big Asp Cornhole Podcast

Play Episode Listen Later Jun 11, 2020 63:18


The Asp brothers are joined by friends and legends Brendan Ahern and Donnie “the Voice” Mcphee of the Doghouse Dogcast! The guys discuss a variety of topics including what makes a great doubles partner, when should you retire a set of bags and what rule changes to the game they would like to see.

P&L With Paul Sweeney and Lisa Abramowicz
China Stock Delisting Threat Is All Bark, No Bite: KraneShares CIO

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later May 21, 2020 31:30


Brendan Ahern, Chief Investment Officer at KraneShares, on Trump ramping up blame on China and Xi, and the GOP Senate voting to delist China stocks. Donny Dorling, Professor of Geography at Oxford and author of "Slowdown: The End of the Great Acceleration," explains why the pandemic is a wake-up call to the need for a slowdown. Annie Massa, Investing Reporter for Bloomberg, and Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, on how the Fed turned to BlackRock for bond buying help in this crisis. Jeff Phlegar, Chairman & CEO, MacKay Shields, discusses how investors are viewing the fiscal and monetary response to the current crisis. Hosted by Lisa Abramowicz and Paul Sweeney. 

the Joshua Schall Audio Experience
Formula For: Brendan Ahern Interview

the Joshua Schall Audio Experience

Play Episode Listen Later Mar 27, 2020 54:43


Formula For, is a podcast that unpacks the early stories of CPG entrepreneurs, to reveal the list of ingredients that ultimately led them to the revered products they built. On this never before launched episode that was taped on 7/18/2018, we talk to Brendan Ahern, which is currently CEO and Co-Founder of Ronnie Coleman Signature Series (RCSS). RCSS is a privately held, born global, premium sports nutrition company. The company was founded in 2011 and initial capital was generated through prepaid international sales orders. Their first three years of business generated over 2000% growth and they were named #208 on INC. Magazine's 500 Fastest Growing Companies List. RCSS products are available in over 120 countries. Prior to co-founding RCSS with Ronnie Coleman, he played a major role in brand development of Bio-Engineered Supplements & Nutrition (BSN), which was acquired by Glanbia in 2011 for $155MM. Ronnie Coleman: The King Documentary - https://www.netflix.com/title/81018183

Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright's Podcast 751 - A Special China Update with Brendan Ahern of KraneShares

Dorsey Wright & Associates Technical Analysis Podcast

Play Episode Listen Later Mar 25, 2020 56:10


>Brendan Ahern of KraneShares and Ian Saunders of NDW provide a qualitative and technical review of the Chinese markets.

Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright's Podcast 751 - A Special China Update with Brendan Ahern of KraneShares

Dorsey Wright & Associates Technical Analysis Podcast

Play Episode Listen Later Mar 25, 2020 56:10


Brendan Ahern of KraneShares and Ian Saunders of NDW provide a qualitative and technical review of the Chinese markets.

Behind the Markets Podcast
Behind the Markets: Maura Pape & Brendan Ahern

Behind the Markets Podcast

Play Episode Listen Later Feb 28, 2020 53:16


Show from 2/28/20Professor Jeremy Siegel kicks off the show discussing market disruption due to the spread of the Coronavirus. He covers the impact of low earnings rates, the future of stocks and bonds, and the potential of a fed basis rate decline. Then hosts Liqian Ren and Jeremy Schwartz talk to two guests about the impacts of coronavirus globally on markets. Their first guest, Maura Pape, is a data analyst who gathers high frequency data to evaluate bounce back in China. She says two indicators in China have been bouncing back, industrial and people movement. Plus they bring on China expert Brendan Ahern to look at different ways of accessing the Chinese market.GuestsMaura Pape - Strategist Director of Business Development for DeepMacroDeepMacro Website: https://beta.deepmacro.com/Brendan Ahern - The CIO of KraneSharesKraneShares Website: https://kraneshares.com/ See acast.com/privacy for privacy and opt-out information.

P&L With Paul Sweeney and Lisa Abramowicz
Rekindled China Trade Uncertainty Amps Flight To Gold

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Feb 24, 2020 29:47


Everett Millman, Precious Metals Specialist at Gainesville Coins, on the flight to gold. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses Bernie Sanders' decisive Vegas win and the possibility of a brokered convention. Ferdinando Giugliano, Bloomberg Opinion Editor in Milan, on the coronavirus outbreak in Italy. Brendan Ahern, Chief Investment Officer for KraneShares, on how mainland China investors are stepping in to buy. Hosted by Lisa Abramowicz and Paul Sweeney

P&L With Paul Sweeney and Lisa Abramowicz
China Sell-Off Is Buying Opportunity: KraneShares CIO

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Feb 3, 2020 26:18


Brendan Ahern, Chief Investment Officer at Kraneshares, on China markets sinking and whether it's a buying opportunity. Rania Sedhom, Managing Partner of Sedhom Law Group, on how luxury goods are impacted by counterfeiting at Amazon and other online retailers. Noah Feldman, Harvard Law Professor who testified at the House Impeachment trial, and Bloomberg Opinion columnist, discusses how the GOP Senate has condoned future election interference. Vincent Deluard, Global Macro Strategist for INTL FCStone (NASDAQ: INTL), discusses his global macro outlook and the theme of the year: reflation. Hosted by Lisa Abramowicz and Paul Sweeney.

Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright's Podcast 724 - A Conversation with Brendan Ahern, CIO of KraneShares

Dorsey Wright & Associates Technical Analysis Podcast

Play Episode Listen Later Sep 25, 2019 32:53


Tom Dorsey is joined by Brendan Ahern of KraneShares for a discussion on the growing Chinese economy and other opportunities within the capital markets.

Dorsey Wright & Associates Technical Analysis Podcast
Dorsey Wright's Podcast 724 - A Conversation with Brendan Ahern, CIO of KraneShares

Dorsey Wright & Associates Technical Analysis Podcast

Play Episode Listen Later Sep 25, 2019 32:53


Tom Dorsey is joined by Brendan Ahern of KraneShares for a discussion on the growing Chinese economy and other opportunities within the capital markets.

P&L With Paul Sweeney and Lisa Abramowicz
Tobacco Giants Philip Morris, Altria To Reunite

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Aug 27, 2019 27:17


Tara Lachapelle, Bloomberg Opinion deals and media columnist, on Philip Morris in talks to merge with Altria. Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses his Summer Intelligence report. Brendan Ahern, Chief Investment Officer at KraneShares, discuss the latest salvo in the China trade war and how China assets are reacting. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on emerging markets, including Argentina and Brazil. Hosted by Lisa Abramowicz and Paul Sweeney

Advisor Success Series
Navigating China’s Market with Brendan Ahern, CIO of Kraneshares ETFs

Advisor Success Series

Play Episode Listen Later Jun 18, 2019 32:37


On this episode, Ben Lavine sits down with Brendan Ahern to discuss specific investment themes tied to China’s growing economy.  Brendan also shares some counterpoints to some bear market arguments concerning China’s sensitivity to a slowdown in global trade activity and China’s ability to manage its significant debt levels. 

P&L With Paul Sweeney and Lisa Abramowicz
Target Will Benefit Most From Retailer Bankruptcies (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Mar 5, 2019 30:42


Burt Flickinger, Managing Director for Strategic Resource Group, on Target and Kohl's, and the retail landscape.  Atish Davda, CEO of EquityZen, on the Lyft roadshow and upcoming IPOs. Shawn Matthews, CEO of Hondius Capital Management, on why it's a good time to sell into any good China trade deal news. Brendan Ahern, CIO of KraneShares, on why the rumors of the death of the Chinese consumer is exaggerated.

P&L With Paul Sweeney and Lisa Abramowicz
It's Premature To Start Celebrating the Death of Obamacare (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Dec 17, 2018 32:47


Max Nisen, Bloomberg Opinion health care columnist, discusses his column, "Celebration of Obamacare’s Death Is Again Premature."  Alex Spinelli, former head of Amazon’s Alexa, discusses his new AI creation – “Maven," his big initiative as Global CTO of AI bot maker LivePerson. Brendan Ahern, CIO of KraneShares, on China’s weak economic data, and current investment strategies. Matt Toms, CIO of Fixed Income at Voya Investment Management, to discuss his 2019 outlook for fixed income.  Hosted by Pimm Foxx and Lisa Ambramowicz.

The Monthly Dirtcast
TMD Episode 24: Brendan Ahern

The Monthly Dirtcast

Play Episode Listen Later Dec 3, 2018 46:29


Ever wonder what it is like to start an ETF issuer? It is a lot more complicated than you think. This month we have Brendan Ahern, CIO of Kraneshares, a boutique issuer of China-based ETFs. This is an episode about all things ETFs, with an epic Speed Round at the end.

P&L With Paul Sweeney and Lisa Abramowicz
Angela Merkel Pre-Empts Power Vacuum With Exit Strategy

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Oct 29, 2018 28:17


Irene Finel-Honigman, Adjunct Professor of International Affairs at Columbia University, on Angela Merkel’s strategy in exiting leadership of her party, and how this could impact the European landscape. Bob Hockett, Professor at Cornell Law School, discusses the FBI examining if Tesla misstated information about production of its Model 3 sedans and misled investors. Joe Lusardi, President of Curaleaf, one of the largest cannabis retailers in the U.S., on the company’s listing on the CSE, and outlook for growth. Brendan Ahern, CIO of KraneShares, on China markets and what he’s buying in the selloff. Hosted by Pimm Fox and Lisa Abramowicz.

P&L With Paul Sweeney and Lisa Abramowicz
Markets May Have To Adjust To Getting Info Via Twitter

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Aug 15, 2018 26:55


Jill Fisch, Business Law Professor at the University of Penn Law School, discusses the legality surrounding Elon Musk's tweets regarding a potential buyout. Robert Lawrence, Professor of International Trade and Investment at the Harvard Kennedy School and former economic advisor to Clinton, on the deal that Trump really wants with China. Brendan Ahern, Chief Investment Officer of KraneShares, discusses Tencent earnings and the China tech sector. Jonathan Tyce, Senior Banks Analyst for Bloomberg Intelligence, on Turkish banks, new restrictions on shorting the lira, and which foreign banks have the most exposure.

Strategic Investor Radio
Changes to the MSCI Emerging Markets Index - Krane Shares - with Brendan Ahern

Strategic Investor Radio

Play Episode Listen Later Jun 19, 2018 24:38


KraneShares is a family of ETF's, all focused on China.  Brendan, the Chief Investment Officer, tells about the restructuring of the MSCI Emerging Market Index, to include mainland Chinese securities.  Index based ETF's, as passive investments, invest in those companies that are included in these indexes.  This means that those who invest in this index will now include those securities from Chinese exchanges, resulting in additional shares to be purchased of these companies.  This is somewhat historic, and could generate some significant changes in the value of these securities that will now be included in the index.  Very interesting interview for any investor.

P&L With Paul Sweeney and Lisa Abramowicz
Deflationary Forces Will See 30-Year UST Going To 2%: Shilling

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Apr 6, 2018 32:59


Guests: Gary Shilling, President of A. Gary Shilling & Co. and Bloomberg View Prophet and columnist, on markets, commodities and current investment themes.Brendan Ahern, CIO of KraneShares, on China, tariffs, and current China investment strategies.Erin Browne, head of asset allocation at UBS Asset Management, discusses markets and current allocation strategy, trade war impact, and currencies outlook.George Kurian, CEO of NetApp, and Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on the company’s financials and outlook, and keeping data safe in the cloud.

Strategic Investor Radio
China's "One Belt One Road" Fund - Krane shares - with Brendan Ahern

Strategic Investor Radio

Play Episode Listen Later Oct 19, 2017 26:59


As a China focused family of ETF's, Krane Shares has launched a new ETF, based upon the massive development called the "One Belt One Road" Initiative.  Chief Investment Officer, Brendan Ahern, discusses this initiative and fund.  Under the new majority ownership by the China International Capital Corporation, Krane Shares has created an ETF to invest into companies expected to participate in the OBOR Initiative, involving 69 countries developing infrastructure and expected to spend over $6 Trillion (not a misprint). This conversation is not only interesting but on the cutting edge of one of the most ambitious projects in the history of commerce.  This is interesting stuff that you will not want to miss.

P&L With Paul Sweeney and Lisa Abramowicz
Holt Expects Booming Job Market and Cooling Housing Market in Canada

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Sep 26, 2017 28:01


Scotiabank's Derek Holt talks to Pimm Fox and Lisa Abramowicz about Canada's housing and economic outlook. Bloomberg's Jennifer Surane discusses the exit of Equifax CEO Richard Smith. Brendan Ahern, CIO of KraneShares, talks about Chinese markets and the impact of tighter housing curbs. Finally, Carlos Capistran, the head of Canada and Mexico economies at Bank of America Merrill Lynch, says a U.S. corporate tax cut poses a risk to those two countries.

P&L With Paul Sweeney and Lisa Abramowicz
Western Union's Looking at Digital Currency, But Not Ready Yet

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jun 21, 2017 28:07


Odilon Almeida, the president of global money transfer at Western Union, discusses his outlook for the rapidly expanding role of digital global money transfer. Logan Mohtashami, a senior loan officer at AMC Lending Group, tells Pimm Fox and Lisa Abramowicz why he doesn't anticipate any housing crash. Brendan Ahern, the chief investment officer at KraneShares, discusses the impact of China stocks winning MSCI inclusion. Finally, David Kudla, CEO and chief investment strategist at Mainstay Capital, talks about markets and investments, the Fed and where he's seeing value.

P&L With Paul Sweeney and Lisa Abramowicz
World Freeloads Off U.S. on Drug Pricing, Miller Says

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Apr 6, 2017 31:11


Live from the National Medicare Advantage Summit in Arlington, Virginia. Dr. Steve Miller, chief medical officer at Express Scripts, says the high price of prescription drugs in the U.S. means Americans are funding innovation for the rest of the world. Tom Scully, the former administrator of the Centers for Medicare and Medicaid Services, talks about the outlook for policy. Dr. Kavita Patel, a senior fellow at Brookings Institution and former adviser to the Obama White House who worked on the Affordable Care Act, weighs in on the politics and policy of healthcare under Trump. Finally, Brendan Ahern, chief investment officer at KraneShares, discusses Trump's meeting with President Xi Jinping and the impact to investing in China.

Creating Wealth Real Estate Investing with Jason Hartman
CW 681 - Brendan Ahern - China, Real Estate, Currency War & Economy with KraneShares CIO

Creating Wealth Real Estate Investing with Jason Hartman

Play Episode Listen Later Jun 1, 2016 44:06


Today's guest, Brendan Ahern is the Chief Investment Officer for KraneShares, a company which provides unique investment opportunities for next-wave developments in China. Brendan is a specially qualified to discuss the Chinese economy and how it relates to the US economy, the widespread investment of Chinese money into the US real estate market and China's ever-changing social safety net as he has over 12 years of experience in Exchange Traded Funds.    Key Takeaways: [3:39] How life expectancy and longevity affects the social security system and the US economy. [8:01] Vacation rentals do not get the same tax benefits as real estate investments.   Brendan Ahern Guest Interview: [16:29] The Tale of Two Chinas - Domestic consumption is growing but exports and industrials are slowing. [19:24] The urbanized Chinese want to enjoy the things we take for granted. [22:04] The Chinese government is trying to figure out ways to increase domestic consumption. [26:22] There isn't much in the way of a social safety net in China right now. [29:28] What's going on with the currency war between the US and China, now and in the future? [32:55] For some reason, when Chinese investors diversify it's labeled as capital flight. [36:27] The real estate market in Tier 1 cities have performed well but location, location, location is still important. [38:48] Entrepreneur led companies are leading the way in China's socialist market economy.   Mentioned in This Episode: Jason Hartman Liberty Health Share @jasonhartmanroi on Twitter KraneShares

Strategic Investor Radio

Brendan Ahern of KraneShares discusses the often under reported aspects of China's economy, urbanization of China, currency issues, the re-composition of the MSCI Index and other aspects of investing in China. He discusses the coming MSCI Index re-composition which will include dozens of additional Chinese companies being added to the Index, and he believes will result in the purchase of shares of these newly added companies. This has been a greatly under reported story that investors will find to be very interesting. Brendan makes a compelling case for the future of China and its economy.

Inside True Wealth
Ep #2 Peter Churchouse – Asia Investment Legend

Inside True Wealth

Play Episode Listen Later Jan 8, 2015 41:13


We promised you a brand-new podcast show to start off 2015 and today we're delivering on that promise. Since Dr. Sjuggerud joined Stansberry Research in 2001, he has found super-safe, profitable investment ideas for his subscribers that the average investor simply never hears about... until the big gains have already been made. Starting today, you'll be able to hear Steve discuss these ideas with his co-host and senior analyst Brett Eversole. Together they'll recap the markets, tell you what's "cheap, hated, and in an uptrend," and let you listen in as they interview the legends in the financial markets. So today, to kick off the start of our brand-new podcast, Inside True Wealth, Steve calls his good friend Peter Churchouse, a true pioneer in the Asian markets. He's lived in Hong Kong since 1980. He worked alongside Barton Biggs to start Morgan Stanley's first Asian office. And he then headed Morgan Stanley's Asian Real Estate Research department for 16 years. Peter's been out of the investment banking business for more than decade but he's still 100% in tune with the Asian markets. In 2009, he began writing The Churchouse Letter – which is the absolute best newsletter we've seen focused on Asian markets. Plus for all of Steve's listeners, Peter is offering a huge discount. Listen here to get the promo code. In today's show, Steve and Peter dive in China's stock market. Both made bold calls on a Chinese stock market boom a few months back... and both have been absolutely correct so far. Now, after a few months of incredible gains, where does Peter believe China's market is headed? He answers that question as well as explains exactly why China is booming today. Peter is an expert in Chinese stocks and Asian markets. And he lays it all out in today's episode. Additionally, Steve speaks with Brendan Ahern of KraneShares – an ETF issuer focused on Chinese markets. Brendan built his career in the world of ETFs. And KraneShares offers the most innovative products for U.S. investors interested in China.   Steve and Brendan discuss the opportunity in China and a few of the best – and easiest – ways to invest today.

Strategic Investor Radio
KraneShares ETF's - China Family of ETF's

Strategic Investor Radio

Play Episode Listen Later Jan 7, 2015 24:34


Listen to Brendan Ahern of KraneShares tell about KraneShares ETF's, a family of ETF's that is totally focused on China. If you are interested in investing in China you will find this interview to be very interesting.  A reminder: Past performance is not indicative of future returns and should not be relied upon as the sole basis for any investment decision.