We Study Billionaires - The Investor’s Podcast Network podcast

TIP384: Evergrande, Alibaba, and the Collapse w/ David Stein

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On today’s show, Stig Brodersen has invited back David Stein. David is a former chief investment strategist for Fund Evaluation Group, a $70 billion investment advisory firm. In this episode, David will break down what is going on in China and whether we as investors should be concerned about a stock market collapse.


IN THIS EPISODE, YOU’LL LEARN:

  • (01:07) How are Chinese stocks valued historically?
  • (05:37) How to think about stock market valuations in the US vs. China.
  • (09:04) Why are some investors like Charlie Munger, bull on Chinese equities?.
  • (13:36) Why are some investors bear on Chinese equities?
  • (17:50) What is the true debt situation in China?
  • (24:31) Can Evergrande lead to a stock market collapse?
  • (28:03) What happens to investors’ ADRs if they get delisted in the US?
  • (33:03 ) What is happening in the tech sector from an investing and regulatory perspective?
  • (37:11) What is the intention behind common prosperity?
  • (44:23) What are the known knowns and known unknowns when investing in China?
  • (48:03) What are the implications of the new Chinese currency?
  • (53:20) How to position yourself when investing in China.


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES:

  • Listen to David Stein’s podcast, Money For the Rest of Us.
  • Visit David Stein’s Website.
  • Visit David Stein’s YouTube channel.
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.
  • Read the 9 Key Steps to Effective Personal Financial Management.
  • Updating your wardrobe with Mizzen+Main. Use promo code WSB to receive $35 off any order of $125 or more.
  • Have high-quality, sustainably sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafood.
  • Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today.
  • Get help writing your emails, reports, presentations, resumes, blogs today with WordTune.
  • Communicate your ideas in the best way possible with Canva.
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more.
  • Start feeling better with a single message. Match with a licensed therapist with Talkspace and get $100 off your first month with the promo code WSB.
  • Connect with other users - friends, other members, and notable investors with Public.com. Use code BILLIONAIRES and get up to $50 in free stock to get started in growing your portfolio. Valid for U.S. residents 18+. Subject to account approval. See Public.com/disclosures. Not investment advice.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


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