We Study Billionaires - The Investors Podcast

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 Ch