Podcasts about kweb

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

Amidst headlines proclaiming economic doom from Trump's tariffs, a surprising reality emerges: Chinese exports to the United States represent a mere 2.3% of China's GDP. This revealing statistic underscores China's remarkable transformation from an export-driven economy to one powered by domestic consumption and services.Henry Greene, Investment Strategist at KraneShares, breaks down this economic evolution with remarkable clarity. China's exports to America have plummeted from over 25% of total exports in 2006-2010 to just 14% today, while their manufactured goods exports represent only about 11% of GDP. For investors concerned about Chinese internet companies, the news grows even more intriguing – less than 2% of revenues from KWeb portfolio companies (including Alibaba, PDD, Tencent, and Meituan) originate from American consumers. Only PDD Holdings, with its popular Temu app, faces meaningful exposure at roughly 15% of revenue.The conversation explores several misconceptions plaguing market narratives. Concerns about Chinese company delistings from U.S. exchanges largely rehash existing policies from the 2020 Holding Foreign Companies Accountable Act, rather than representing new threats. Similarly, trade tensions around Taiwan reflect long-standing political posturing rather than imminent geopolitical shifts. Meanwhile, Chinese internet valuations remain compelling at roughly 17% earnings multiples compared to 30% for U.S. tech counterparts.Looking forward, multiple growth catalysts remain intact regardless of trade negotiations. Artificial intelligence development continues at pace with companies like Alibaba introducing increasingly efficient models. Consumer confidence has room to recover from pandemic-era lows. Perhaps most promising, cloud computing penetration among Chinese businesses sits at just 50% – substantially below Western rates and echoing the internet adoption curve that powered earlier growth cycles.Discover how savvy investors are navigating this complex landscape using strategies like balanced onshore/offshore exposure, covered calls, buffer products, and Asian fixed income to capitalize on China's economic resilience while managing volatility. Subscribe to KraneShares.com or ChinaLastNight.com for ongoing market insights that challenge mainstream narratives with data-driven analysis. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

VettaFi's Head of Research Todd Rosenbluth discussed the KraneShares CSI China Internet ETF (KWEB) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”  Invest in your greatest asset—yourself. Exchange is a financial services conference for advisors to strengthen their skills and develop across core dimensions of their professional portfolio. To learn more, visit https://www.exchangeetf.com/registration/

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫京东上线外卖和打车，对美团的以攻代守？来自港美王老板。京东最近宣布上线了外卖，又推出了app内的聚合打车业务。围绕这几块业务，京东到底想做什么？谈谈个人的看法：首先是外卖。京东上线外卖频道，在说明了已经强调了，是：“品质堂食餐饮商家”招募。这就侧面说明了，在商家的规模、数量、丰富度上，不和美团比拼。我理解这样切入，有几重考虑：首先这些品质商家的客单价高，如果接入到京东，会带来不错的流水。其次，这批商家的扣点，因为客单高，在其他平台的扣点金额也会高。所以，京东宣布免佣金，吸引力更大。最后是京东的用户群，和品质商家的重合度高。对美团的影响：京东的外卖，目的并不是抢美团外卖的份额。抢用户的消费场景、粘性和频次，比如刚上线的聚合网约车业务。打车业务本身，不管短期、中期和长期，肯定无法带来利润。但是对于京东来说，用户在app上打车，就贡献了一次打开率，京东的战略价值就达到了。这个角度，类似美团的单车业务，对美团app的意义。京东最重要的战略目标：本地的即时零售。打开京东的首页，“秒送”频道已经放在了一级入口。秒送的类目，包括超市、奶茶、药品、生鲜等。这里面的商铺，主要是周围3公里为主。京东的秒送，直接PK的是美团一揽子业务。所以，外卖和网约车聚合，更像是京东的“提频”和“促活”，真正的主战场是本地的即时零售。而京东重点把即时零售作为主战场，也很容易理解：美团即使零售进攻猛烈，长期会影响京东的电商份额。过去半年，美团密集上线了“闪电仓”业务，并且，美团对外披露的数据看，前置仓的增速非常快。而前置仓的商品供给，主要是实物商品，比如3c数据线、食品快消等。这些都是京东的优势类目。对于闪电仓，从美团的策略看，目前主要是开城、跑模型，一旦模型转正，必然会全国铺开。闪动仓和美团的即时零售，虽然并不知道模型能否跑通，但京东作为传统的B to C，必须进行进攻，代替防守。也就是说：不管美团的业务进展如何，京东必须跟进。达达前一阵私有化，本质上就是为了配合京东的闪动和自家的即时零售战略。对美团的影响：短期看不出来，股价上，我觉得肯定有一些压力和影响。美团2025年到现在只上涨了9.7%。远远落后于恒生科技和中概的KWEB。市场对美团的担忧，我觉得主要是外卖的放缓，其次是即时零售，目前又有新的挑战者。不管京东的牌打出来如何，对美团都有一些影响。这个影响不是外卖，而是即时零售这个大盘子。而如果美团的即时零售，从集团里去掉，在1万亿市值中，影响是可见的。对京东，我觉得算中性。目前仍然看不清京东能否拿下本地的即时零售业务。从履约上，我觉得达达的能力，过去确实比美团弱。未来能否和美团提高到一样的能力，得持续观察。达达私有化，并入集团，也没有业绩的压力，主要看集团怎么投入。京东以守代攻，留给美团的，需要在规模上和模型上，跑的更快，目前看，两家的这场游戏，对自身都重要。

In this episode, we explore where value might be hiding in today's high-valuation market. From overlooked oil and gas plays to global opportunities in Japanese railways and Chinese big tech, we break down areas of potential interest for savvy investors. We also discuss the pitfalls and potential in pharma, defense, and precious metal miners, as well as the challenges pandemic darlings face in a post-COVID world. Plus, Braden dives into the concept of quality in investing, inspired by Dev Kantesaria of Valley Forge Capital. Discover why the intersection of growth and predictability defines great companies and how this framework can help you identify enduring opportunities in any market environment. Tickers of Stocks/ETFs discussed: HAL, TVK.TO, CNQ.TO, TOU.TO, ENB.TO, TRP.TO, KMI, MPC, JNJ, PFE, MRK, LLY, NVO, KVUE,PPH, IHE, ZHU.TO, LMT, UNP, 9020, KWEB, BABA, FNV.TO, WPM.TO, ABX.TO, NGT.TO, GDX, GDXJ, ZGD.TO, DOO.TO, 7309 Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

China-focused ETFs have attracted significant interest since Beijing launched economic stimulus measures. (1:30) - Is The Chinese Economy Caught In A Doom Loop? (6:05) - Will China's Defensive Measures Be Enough To Revive The Economy? (11:00) - What Impact Will The United States Election Have On Chinese Investing? (16:55) - Why Should You Consider Investing In China Right Now? (21:30) - XTrackers Harvest CSI 300 China A-Shares ETF: ASHR (24:20) - Episode Roundup: CRTC, KWEB, MCHI, EMXC Podcast@Zacks.com

I react to more of an interview with super Investor David Tepper from Appaloosa Management, who recently offered his very bullish views on Alibaba stock and the Chinese stock market. His opinion is then compared with legendary investor Stanley Druckenmiller, and Fundstrat's Tom Lee. Stocks mentioned include BABA (Alibaba), PDD (Pinduoduo), JD, BIDU (Baidu), KWEB, FXI (China stock EFTs) Timestamps: 01:14: David Tepper on Alibaba and other China stocks 05:49 Recent performance of Tepper's China stocks 07:12 David Tepper vs Stan Druckenmiller on Chinese stocks 11:34 Fundstrat's Tom Lee: China stock market outlook Related episodes: Super Investor David Tepper SUPER BULLISH On Alibaba Stock https://youtu.be/x7C5Tz_4iPc Alibaba Stock: New BABA CEO Eddie Wu Takes Charge of Ecommerce  https://youtu.be/vsrmMAkO9Z4 Alibaba Stock: Reactions to Shock Jack Ma Memo! | BABA Stock https://youtu.be/W54QVlxSwPw Join The Art of Value Patreon community for exclusive content I don't share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

I react to more of an interview with super Investor David Tepper from Appaloosa Management, who recently offered his very bullish views on Alibaba stock and the Chinese stock market. His opinion is then compared with legendary investor Stanley Druckenmiller, and Fundstrat's Tom Lee. Stocks mentioned include BABA (Alibaba), PDD (Pinduoduo), JD, BIDU (Baidu), KWEB, FXI (China stock EFTs) Timestamps: 01:14: David Tepper on Alibaba and other China stocks 05:49 Recent performance of Tepper's China stocks 07:12 David Tepper vs Stan Druckenmiller on Chinese stocks 11:34 Fundstrat's Tom Lee: China stock market outlook Related episodes: Super Investor David Tepper SUPER BULLISH On Alibaba Stock https://youtu.be/x7C5Tz_4iPc Alibaba Stock: New BABA CEO Eddie Wu Takes Charge of Ecommerce  https://youtu.be/vsrmMAkO9Z4 Alibaba Stock: Reactions to Shock Jack Ma Memo! | BABA Stock https://youtu.be/W54QVlxSwPw Join The Art of Value Patreon community for exclusive content I don't share anywhere else: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

  In this episode, Braden dives into the company behind OnlyFans. Despite being a controversial name, OnlyFans is an economic powerhouse, boasting $1.3 billion in revenue and an impressive 37% net margin. We break down its unique subscription-based business model and the staggering amount of dividends paid last year. Then, we shift gears to explore the case for investing in Chinese stocks. Despite a volatile regulatory environment, Simon discusses why bearish sentiment and low valuations could present a contrarian opportunity for savvy investors. Tickers of Stocks & ETF discussed: KWEB, BABA, AAPL, TSLA, MSFT, NVDA, META, GOOG, AMZN Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Dan's Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.  See omnystudio.com/listener for privacy information.

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

On this TCAF Tuesday, Join Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: CPI, an update on earnings, Nvidia, Amazon stock, mystery charts, and more! (Keep listening at the end for a special bonus outtake.) Thanks to KraneShares for sponsoring this episode. KraneShares just launched two defined outcome ETFs off KWEB. Learn more by Visiting: https://kraneshares.com/kraneshares-launches-defined-outcome-etfs-tickers-kpro-kbuf-for-china-internet-exposure-on-the-new-york-stock-exchange/ Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews 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 Josh Brown 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

Scott Wapner and the Investment Committee debate the narrow market as several members of the Investment Committee make new moves around the mega caps. Plus, the Chart of the Day is the KWEB, it was Josh's Contrarian play for 2024, he weighs in on the name. And later, we're covering the Calls of the Day on Bristol-Myers, Broadcom and McDonald's. Investment Committee Disclosures

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MARK SEBASTIAN, THE OPTION PIT CO-HOST: MIKE TOSAW, ST. CHARLES WEALTH MANAGEMENT CO-HOST: HENRY SCHWARTZ, CBOE GLOBAL MARKETS ON THIS EPISODE, MARK, THE GREASY MEATBALL, UNCLE MIKE, AND THE FLOWMASTER BREAK DOWN: THE LATEST IN THE OPTIONS MARKETS THE MOST ACTIVE EQUITY OPTIONS TODAY INCL META, MARA UNUSUAL OPTIONS ACTIVITY IN ATUS STANDOUT/RIDICULOUS/DUBIOUS/BEST PUT SPREAD EVER TRADES OF THE YEAR: CHPT, SNAP, RSP, KWEB, CPRI, NKLA, CS, GME 80S WRESTLING TRIVIA FINAL RESULTS OPTIONS TRADING PREDICTIONS FOR 2024 WHAT'S ON OUR RADAR FOR THE REST OF THE WEEK AND WEEKEND AND MUCH MORE TRADE OF THE DAY INSIGHTS NEWSLETTER - REQUEST ACCESS TO ADMIN@TRADE-ALERT.COM

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MARK SEBASTIAN, THE OPTION PIT CO-HOST: MIKE TOSAW, ST. CHARLES WEALTH MANAGEMENT CO-HOST: HENRY SCHWARTZ, CBOE GLOBAL MARKETS ON THIS EPISODE, MARK, THE GREASY MEATBALL, UNCLE MIKE, AND THE FLOWMASTER BREAK DOWN: THE LATEST IN THE OPTIONS MARKETS THE MOST ACTIVE EQUITY OPTIONS TODAY INCL META, MARA UNUSUAL OPTIONS ACTIVITY IN ATUS STANDOUT/RIDICULOUS/DUBIOUS/BEST PUT SPREAD EVER TRADES OF THE YEAR: CHPT, SNAP, RSP, KWEB, CPRI, NKLA, CS, GME 80S WRESTLING TRIVIA FINAL RESULTS OPTIONS TRADING PREDICTIONS FOR 2024 WHAT'S ON OUR RADAR FOR THE REST OF THE WEEK AND WEEKEND AND MUCH MORE TRADE OF THE DAY INSIGHTS NEWSLETTER - REQUEST ACCESS TO ADMIN@TRADE-ALERT.COM

10 China Tech Aktien für 2024 - Sehr hohes Aufwärtspotential mit Makrorisiken (KWEB)

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: ANDREW GIOVINAZZI, THE OPTION PIT CO-HOST: MIKE TOSAW, ST. CHARLES WEALTH MANAGEMENT CO-HOST: HENRY SCHWARTZ, CBOE GLOBAL MARKETS ON THIS EPISODE, MARK, THE ROCK LOBSTER, UNCLE MIKE, AND THE FLOWMASTER BREAK DOWN: THE LATEST IN THE OPTIONS MARKETS MOST ACTIVE EQUITY OPTIONS TODAY INCL PLTR UNUSUAL OPTIONS ACTIVITY IN SFM, KWEB, DKNG WHAT'S ON OUR RADAR FOR THE REST OF THE WEEK AND WEEKEND AND MUCH MORE TRADE OF THE DAY INSIGHTS NEWSLETTER - REQUEST ACCESS TO ADMIN@TRADE-ALERT.COM

HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: ANDREW GIOVINAZZI, THE OPTION PIT CO-HOST: MIKE TOSAW, ST. CHARLES WEALTH MANAGEMENT CO-HOST: HENRY SCHWARTZ, CBOE GLOBAL MARKETS ON THIS EPISODE, MARK, THE ROCK LOBSTER, UNCLE MIKE, AND THE FLOWMASTER BREAK DOWN: THE LATEST IN THE OPTIONS MARKETS MOST ACTIVE EQUITY OPTIONS TODAY INCL PLTR UNUSUAL OPTIONS ACTIVITY IN SFM, KWEB, DKNG WHAT'S ON OUR RADAR FOR THE REST OF THE WEEK AND WEEKEND AND MUCH MORE TRADE OF THE DAY INSIGHTS NEWSLETTER - REQUEST ACCESS TO ADMIN@TRADE-ALERT.COM

Using the correct cost-basis statistic is critical to our option-selling success. This podcast will highlight the appropriate cost-basis when initiating a covered call writing trade, when managing that trade and after closing all legs of the trade. The cost-basis is not the same for these transactions. A real-life example with KWEB will be used. Premium Membership: https://www.thebluecollarinvestor.com/membership/ ----- Best Discounted Packages: 1. BCI Package, our Best and most Comprehensive Investment package: https://thebluecollarinvestor.com/minimembership/bci-investor-program/ 2. TCM Package - BCI Trade Management System: https://thebluecollarinvestor.com/minimembership/bci-trade-management-system/ 3. CEO Package - Includes TMC Package: https://thebluecollarinvestor.com/minimembership/ceo-package/ ------- SEE BCI COURSE & PRODUCTS : https://thebluecollarinvestor.com/store/ FIND BCI ON AMAZON http://amzn.to/Nx2Zqk

On today's show, Michael and Ben are joined by Jonathan Shelon, COO of KraneShares to discuss internet growth in China, how to get exposure to China, how the KLIP ETF is able to generate high yields, risks involved with covered call strategies, cash flow rebalancing with KWEB, and much more!    Find complete shownotes 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   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/

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW A.J. Button on Twitter: https://twitter.com/AJButton2 SUBSCRIBE to his Youtube: https://www.youtube.com/@UCqIHNKfWKUDZzhvm1cDF9rQ READ his articles: https://seekingalpha.com/author/growth-at-a-good-price Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ (0:00) - Intro (1:15) - Why invest in China? (3:55) - Risks of investing in China (5:39) - Emerging markets provide additional opportunities for value (7:30) - What could/would happen if a Taiwan conflict erupts? & Taiwan Semiconductors (11:05) - Investing strategy - long, with a focus on valuation (12:10) - Alibaba vs PDD: which is better??? (15:15) - Alibaba spinoff of its operating segments (16:11) - Alibaba: high free cash flow but slow buybacks (for now) (18:50) - KWEB: probably one of the better ETFs for retail investors looking to invest in China tech stocks (19:56) - Tencent (21:50) - for China: buy cheap & assess risk properly (23:22) - Bank of America: cheap valuation (27:20) - TD: high quality Canada bank with high US exposure (27:20) - Google: incredible business with strong moat (30:00) - Apple: getting expensive (31:07) - High valuation: sometimes signs of quality, but can also be a mistake - Costco vs Shopify (34:00) - Microsoft (35:20) - AJ's portfolio & allocation between stocks and ETFs (36:50) - Brookfield (This is the Newcomer Investor podcast, after all!) (38:24) - Reallocating portfolio funds based on valuation (38:58) - Biggest advice & lesson (42:10) - Follow @AJButton2 on Twitter!

VettaFi's vice chairman Tom Lydon discussed the KraneShares CSI China Internet ETF (KWEB) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”

Tech has outperformed in 2023, but Chinese tech stocks have been sitting out this rally. The $KWEB is down 8% this year. Plus – AI announcements today from Nvidia, Google and Adobe.

I discuss how Chinese tech stocks such as Alibaba, Tencent, Pinduoduo, and the China Internet ETF KWEB are up hugely over the past few months. Why is this big rally happening now, and can it be sustained? Stocks mentioned: KWEB, BABA, HKG 0700, PDD Related episodes: Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY? https://youtu.be/qfrjfIEx1vw Mohnish Pabrai: Why I Switched from Alibaba to Tencent https://youtu.be/v27JsHlgPZU Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://anchor.fm/theartofvalue/message

I discuss how Chinese tech stocks such as Alibaba, Tencent, Pinduoduo, and the China Internet ETF KWEB are up hugely over the past few months. Why is this big rally happening now, and can it be sustained? Stocks mentioned: KWEB, BABA, HKG 0700, PDD Related episodes: Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY? https://youtu.be/qfrjfIEx1vw Mohnish Pabrai: Why I Switched from Alibaba to Tencent https://youtu.be/v27JsHlgPZU Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://anchor.fm/theartofvalue/message

In this episode I look at some of the pros and cons of investing in Chinese stocks in the current market environment, given valuations have dropped so much, and there is a great deal of pessimism and uncertainly around. Is the Chinese market now "uninvestable" as some analysts have been saying, or could it be a historic long-term value opportunity? Stocks mentioned: BABA, PDD, JD, NIO, BIDU, HXC, KWEB, MPNGY, HKG:3690 Timestamps: 00:00 Intro 01:27 China "uninvestable" or buying opportunity? 02:11 Xi Jinping's Common Prosperity and the market 04:20 China vs U.S. market value ratios 06:10 Popular China stocks update 08:26 Uninvestable often means future multibagger returns 11:37 Investing at the time of maximum pessimism 13:14 Some China positives 14:42 Charlie Munger's views on investing in China 16:31 Summing up and potential catalysts Related episode: Alibaba Stock Crash Continues! BABA Stock Update & Review https://youtu.be/6UjgARFWx3U Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://anchor.fm/theartofvalue/message

In this episode I look at some of the pros and cons of investing in Chinese stocks in the current market environment, given valuations have dropped so much, and there is a great deal of pessimism and uncertainly around. Is the Chinese market now "uninvestable" as some analysts have been saying, or could it be a historic long-term value opportunity? Stocks mentioned: BABA, PDD, JD, NIO, BIDU, HXC, KWEB, MPNGY, HKG:3690 Timestamps: 00:00 Intro 01:27 China "uninvestable" or buying opportunity? 02:11 Xi Jinping's Common Prosperity and the market 04:20 China vs U.S. market value ratios 06:10 Popular China stocks update 08:26 Uninvestable often means future multibagger returns 11:37 Investing at the time of maximum pessimism 13:14 Some China positives 14:42 Charlie Munger's views on investing in China 16:31 Summing up and potential catalysts Related episode: Alibaba Stock Crash Continues! BABA Stock Update & Review https://youtu.be/6UjgARFWx3U Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://anchor.fm/theartofvalue/message

This earnings season is turning out to be tough for many publicly listed companies. During this special episode, we go over earnings from Visa, Microsoft and Google. We then talk about Chinese stocks and if they have become uninvestable following the 20th National Congress of the CCP.  Tickers of stocks discussed: V, MSFT, GOOG, KWEB, BABA, TCEHY, JD, PDD Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Sign up to Stratosphere for free

「一句講哂，美麗新香港既合理價係幾多!?」 星期一KWEB的單日跌幅超越了疫情爆發時期，有人說恆指drop to zero，又有人說恆指現在是undervalue。好多人在網上或電視機前面9up說恆指或者標普指數今年會收多少。而一般網上KOL就會在指數圖上圈幾點，畫條Trendline出來。是否他們說我們就要信？ 今集回歸基本步，用科學一點的角度來分析恆指有沒有機會回本。指數或股價的price target，是根據什麼構成？究竟市場是怎樣決定恆指的目標價？

TimingResearch.com's Analyze Your Trade Episode #196, recorded at 4PM ET on September 1st, 2022. The full video, timeline, special offers, show notes, and other information for this episode is available here: https://timingresearch.com/blog/2022/analyze-your-trade-episode-196/   Lineup for this Episode: - Sunny Harris of MoneyMentor.com - The Option Professor of OptionProfessor.com (moderator)   Symbols discussed today: $NVDA, $XLE, $MSFT, $NIO, $CCJ, $USO, $ENVX, $PBR, $TGT, $USO, $XOM, $BJ, $TSLA, $UNH, $DIA, $DBA, $EWZ, $KWEB, $PDD, and more!   ⚡ eBook: 10 Recession Trading Strategies https://timingresearch.com/LR2POD   TimingResearch Disclaimer, Terms, and Policies: https://timingresearch.com/policies/  

Featuring AEHR AMD AXSM CCJ CGC (MSOS) DNOW DRUG FL FREY JD (BABA, BIDU) KWEB MANU NVTS PINS PLUG SMCI SNOW VLCN WOLF Trading Risk Disclaimer All the information shared in this video is provided for educational purposes only. Any trades placed upon reliance of SharperTrades.com are taken at your own risk for your own account. Past performance is no guarantee. While there is great potential for reward trading stocks, commodities, options and forex, there is also substantial risk of loss. All trading operations involve high risks of losing your entire investment. You must therefore decide your own suitability to trade. Trading results can never be guaranteed. This is not an offer to buy or sell stocks, forex, futures, options, commodity interests or any other trading security.

Learn more about CI Futures here: http://completeintel.com/2022PromoEnergy has taken a huge downside hit this week, in the wake of the OPEC+ announcement, US refining capacity utilization declining, etc. What's happening? Why are we seeing differences between physical and paper crude markets? Also, there was talk months ago about a new energy supercycle. Is that real? With China-Taiwan-US tensions tighter than they've been for years, we're seeing Chinese tech stocks just muddle through. We haven't seen a major hit – as if China tech will see major fallout from these tensions – but we also haven't seen a major bump – as if China is expected to stimulate out of this to win domestic hearts and minds. Also, could possible government intervention to solve China's mortgage credit crunch be holding back the broad stimulus we've all expected for a couple of quarters? Key themes:1. Low energy (prices) 2. China tech & stimulus 3. Equity upside? 4. What's ahead for next week? This is the 29th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week. Follow The Week Ahead panel on Twitter: Tony: https://twitter.com/TonyNashNerd Albert: https://twitter.com/amlivemon/ Tracy: https://twitter.com/chigrlTime Stamps0:00 Start 0:30 Key themes for this Week Ahead episode 1:51 Moves we're seeing in energy markets – why there's a fall? 3:39 How much of the energy moves is seasonal? 6:58 EIA computer “glitch” problem 7:24 What happened in the refining capacity now at 91%? 8:30 Capacity utilization fall – is this a statement about the denominator or falling demand10:14 Is the commodities supercycle happening? 12:13 China and technology – KWEB is not falling or rising 14:00 Will the Chinese government help real estate developers? Will that take away from possible tech stimulus? 16:58 Viewer question: Is there still upside benefit to SPY? 22:18 How will be the start of the Fed pivot — 25 or 50 bps rise? 24:45 What's for the week ahead? Listen to the podcast version on Watch this episode on Youtube here: https://youtu.be/HtXd0hvPy78

TimingResearch.com Crowd Forecast News Episode #350, recorded at 1PM ET on July 11th, 2022. The full video, timeline, special offers, and show notes available here: https://timingresearch.com/blog/2022/crowd-forecast-news-episode-350/   Highlights: • S&P 500 / $SPX / $SPY projections for the week. • Other symbols discussed: $EUFN, $FXI, $AAPL, $META, $KWEB, and more!   Lineup for this Episode: - Sunny Harris of MoneyMentor.com - Simon Klein of TradeSmart4x.com - The Option Professor of OptionProfessor.com (moderator)   Terms and Policies: https://timingresearch.com/policies/  

Sam and Derek provide updates on their drastically down metaverse portfolios. They go over each individual holding and their respective current losses in this bear market. They also indicate why they are still excited about this space and which companies they are continuing to invest in. Individual stock holdings mentioned in the episode: $AI, $AMD, $ATVI, $BILI, $AVID, $EA, $KWEB, $MTTR, $COIN, $NHNCF, $RBLX, $SONY, $U Listen to ILAB 234 on iTunes here or subscribe on your favorite podcast app.   Where we are: Johnny FD – Balkins / IG @johnnyfdj Sam Marks – Barcelona / IG @imsammarks Derek Spartz – Los Angeles / IG @DerekRadio Sponsor: IndeedReceive a $75 credit for a sponsored job post when you visit Indeed.com/ILAB Support Invest Like a Boss: Join our Patreon   Discussed: 195: Diving into the Metaverse with Virtual Reality Picks - Invest Like a Boss 196: Breaking Down Sam's $500K Metaverse Portfolio - Invest Like a Boss 197: Jon Radoff Gives Us the Metaverse Vision Quest - Invest Like a Boss   Like these investments? Try them with these special ILAB links: ArtofFX – Start with just a $10,000 account (reduced from $25,000) Fundrise – Start with only $1,000 into their REIT funds (non-accredited investors OK) *Johnny and Sam use all of the above services personally. Time Stamp: 05:55 – Let's start by talking about crypto 11:35 – What about private investments? 19:24 – Let's talk about my favorite mataport? 23:05 – Let's talk about bmobile 28:58 – What about stocks? 38:44 – How do you predict the stocks and what do you buy into now? 41:20 – What is our benchmark? 47:14 – Is now the time to invest in the metaverse for the first time? 51:59 – What is the plan going forward? If you enjoyed this episode, do us a favor and share it! Also if you haven't already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!  Copyright 2022. All rights reserved. Read our disclaimer here.

TimingResearch.com Crowd Forecast News Episode #346, recorded at 1PM ET on June 13th, 2022. The full video, timeline, special offers, and show notes available here: https://timingresearch.com/blog/2022/crowd-forecast-news-episode-346/   Highlights: • S&P 500 / $SPX / $SPY projections for the week. • Sunny and Jim's favorite indicators and strategies. • Other symbols discussed: $SMH, $GLD, $XLB, $TLT, $KWEB, $FXI, $RRC, and more!   Lineup for this Episode: - Sunny Harris of MoneyMentor.com - The Option Professor of OptionProfessor.com (moderator)   Terms and Policies: https://timingresearch.com/policies/  

TimingResearch.com Crowd Forecast News Episode #345, recorded at 1PM ET on June 6th, 2022. The full video, timeline, special offers, and show notes available here: https://timingresearch.com/blog/2022/crowd-forecast-news-episode-345/   Highlights: • S&P 500 / $SPX / $SPY projections for the week. • Simon and Sunny's favorite trading indicators. • Other symbols discussed: $USDJPY, $FXI, $KWEB, $LVS, $DIDI, $XLE, $ADM, $CF, $MOS, and more!   Lineup for this Episode: - Simon Klein of TradeSmart4x.com - Sunny Harris of MoneyMentor.com - The Option Professor of OptionProfessor.com (moderator)   Terms and Policies: https://timingresearch.com/policies/  

Stocks are attempting to bounce off recent lows, but markets remain under pressure amid rising interest rates and elevated inflation, but Managing Director of AXS Investments Matt Tuttle says the market is extremely oversold and expects a bounce. Here Tuttle discusses what areas of the market he sees opportunity, including exchange traded funds through AXS that follow ARK Innovation (ARKK) and Kraneshares China Internet (KWEB) ETFs.

Subscribe to CI Futures special promo here: https://www.completeintel.com/promo Only until April 30th.Get the full transcript of this episode at https://www.completeintel.com/weekahead/the-week-ahead-2-may-2022Sam Rines wrote a piece on business costs and uncertainty weighing on earnings this season. He talked us through what's happening with interesting charts on Caterpillar and Old Dominion.We saw Facebook turn dramatically this week and we saw KWEB up over 7% on Friday. At the same time, Amazon, Pinterest, and others with disappointing earnings. Tech isn't really a sector-wide play as it was in 2020 and 2021. Alber Marko explains what should we be looking at in tech.We've had a lot of action in Europe with Russia cutting off the gas in Poland and Bulgaria and a demand that oil and gas be paid in Rubles. Tracy Shuchart explains what it means for commodity prices and the market in general. Key themes from last week1. Earnings: COGS in the Machine2. Earnings: Tech3. Europe-Gas-Ruble Chaos--------------------------------------------------------------------------------------------This is the 16th episode of The Week Ahead in collaboration with Complete Intelligence and Intelligence Quarterly, where experts talk about the week that just happened and what will most likely happen in the coming week. Follow The Week Ahead experts on Twitter:Tony: https://twitter.com/TonyNashNerdSam: https://twitter.com/SamuelRinesTracy: https://twitter.com/chigrlAlbert: https://twitter.com/amlivemonTime Stamps0:00 Start1:05 Key themes1:18 Caterpillar and Old Dominion3:45 Will they leak in gradual price rises?5:20 We've hit new pricing levels - permanent or not?5:55 How much price increase are small businesses looking at?6:49 Meta's G&A and number of employees.8:45 Is tech a sector-wide play, still?11:51 Euro, Ruble, gas prices -- what it means?14:07 Conversion fees banks are charging for Euro to Ruble.14:35 Russia turning off gas to Poland - did it hurt?16:54 Is fertilizer still an urgent issue?18:11 When will the Dollar go to 110?20:12 Week Ahead lightning round.

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.

Twitter, Tesla, Delta Hedging and KWEB

In this episode of the Canadian Investor Podcast we are back to our regular schedule. Here's an overview of what we discuss during the episode: Historical data shows that full year stock returns often turn positive even if they start the year poorly The causes behind chinese stocks to be significantly down in the past year How doing less often means better returns when investing Braden interviews Mahima Poddar from EQ Bank Tickers of stocks discussed: KWEB, BABA, PDD, TCEHY, JD, BIDU, CSU.TO    Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Sign up to Stratosphere for free

KWEB Chinese Tech Bounce, Sell Commodities, Bank Stocks and Shopify

Morning Brief ประจำวันที่ 15/03/65 ล็อกดาวน์เซินเจิ้น กระทบหุ้นเทคฯ จีน ร่วงหนัก KWEB -28% ใน 3 วัน ลบล้างผลตอบแทน 9 ปี >>> https://youtu.be/liUOWE2i8jc

What do copper miners, the metaverse and carbon credits all have in common? Absolutely nothing, except they are all tracked by ETFs that made Bloomberg Intelligence's 22 ETFs to Watch in '22 annual report. The report, which is published each December, features ETFs that the ETF research team is thinking about, obsessed with or taps into a big trend or theme. On this episode of Trillions, Eric and Joel are joined by all of the analysts who contributed to the list, including Athanasios Psarafagis, James Seyffart, and Rebecca Sin. They debate and discuss the full list: BITO, VOTE, IGHG, GBTC, FRDM, CTRU, COPX, BITS, FOVL, SARK, BKLC, SPSB, C02, ARKK, META, DRIV, KWEB, TLT, VTI, USMV, MVPS and AVDV.See omnystudio.com/listener for privacy information.

In this final Season II episode of ETF Battles, you'll watch an emerging markets ETF clash between the Emerging Markets Internet & Ecommerce ETF (EMQQ) vs. the KraneShares CSI China Internet ETF (KWEB). Which ETF wins the battle?Ron DeLegge @ETFguide referees this emerging markets scuffle with guest judges Jessica Ferringer from ETF.com and Eric Balchunas at Bloomberg sharing their research insights. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by: Direxion Daily Leveraged & Inverse ETFs. If you're ready for a bold trade, visit http://www.Direxion.com 

Chinese stocks have been in a free fall and China ETFs have been following suit. The attack by Chinese regulators on technology, education and social media industries may present a good opportunity for patient investors with stomach. In this episode of ETF Battles you'll see another audience requested head-to-head contest - this time between the iShares Large-Cap China ETF (FXI) vs. KraneShares CSI China Internet ETF (KWEB) vs. iShares MSCI China ETF (MCHI). Which Chinese ETF prevails? Ron DeLegge @ETFguide referees today's bout with guest judges Eric Balchunas at Bloomberg and Mike Akins at ETF Action providing their research insights. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by: Direxion Daily Leveraged & Inverse ETFs. If you're ready for a bold trade, visit http://www.Direxion.com 

Dave Nadig, Director of Research at ETF Trends, discusses strategies to utilize ETFs for the long-term. He examines 2021 ETF performance and flows, specifically mentioning Kranshares TR CSI CHI Internet ETF (KWEB), Invesco Exchange Traded Fund T Optimum Yield ETF (PDBC), and JP Morgan ETF Trust Equity Premium Income ETF (JEPI). He also talks about China stocks, including Alibaba (BABA), Baidu (BIDU), JD.com (JD), and Tencent (TCEHY). Tune in to find out more.

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.