What Goes Up
By J Capital Research
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The J Capital Research podcast about capital markets and the art and science of investing. Music: "Avalon Blues" by Mississippi John Hurt. The podcasts are for information purposes only and should not be relied upon as investment advice.
||CleanWhat a Decline in China Will Mean for the World||China has driven GDP based on heavy capital investment. When, at some point, that ends, and China's GDP growth falls dramatically, what will happen to the rest of the world? Not that much, argues Michael Pettis.||3/4/2018||Free||View in iTunes|
||CleanChina in Africa||Howard French is the author of two books on Africa and three books on China, with one of those books being about China's booming ties with Africa. The more recent Africa book, "China's Second Continent," is about the million Chinese who have emigrated .||2/9/2018||Free||View in iTunes|
||CleanWill China Replace the US?||In this far-ranging discussion, historian and corporate consultant Kenneth J. DeWoskin places China's 40-year reform period in historical perspective and makes sense of campaigns like the China Dream and the Belt and Road Initiative against the backdro.||1/26/2018||Free||View in iTunes|
||CleanThe $53 Trillion Pricing Problem||In this interview, Tim Bergin, a former bond trader, talks about why both stock and bond market valuations are stretched by at least $50 trillion and what will happen when that begins to unwind. He does not envision a crisis like that of 2008,||1/12/2018||Free||View in iTunes|
||CleanDeep Throat IPO||Bob Wittbrot writes and comments on global-economic and financial issues on his "Deep-Throat-IPO" blog. He is the founder and owner of Bob Wittbrot & Associates, the "best" (in his slightly biased opinion) Insurance Agency in Cleveland Ohio,||12/2/2017||Free||View in iTunes|
||CleanThe Short Activist||Sahm Adrangi is the founder and managing partner of Kerrisdale Capital Management. He is most known for short selling and publishing research. He first made a name for himself shorting Chinese companies, but has since broadened his approach to invest i.||11/10/2017||Free||View in iTunes|
||CleanRoger Lowenstein||Roger Lowenstein is one of the great minds of the financial world and has been observing and writing about Wall Street now for four decades. Roger is author of a full shelf of best-selling books about Wall Street,||10/20/2017||Free||View in iTunes|
||CleanMethod Investing||Sander Gerber's Hudson Bay Capital has been sailing unmoored by the troubles that have beset most hedge funds this year, and that is due to the Hudson Bay "system," a rigorous method for "avoiding beta." In this episode,||10/6/2017||Free||View in iTunes|
||CleanDisrupting Brokerage||Since 2008, Jos Evans has been trading commodities. Few people on the planet know as much as he does about iron ore. In his trading career, he grew frustrated with the arcane world of Inter Dealer Brokers, the ~$6 billion industry that anonymizes trans.||9/22/2017||Free||View in iTunes|
||Clean"Constantly Reinventing Yourself"||William Bao Bean knows more than almost anyone about the Chinese internet. Currently the Managing Director of Chinaccelerator, a start-up accelerator based in Shanghai, William has been helping Chinese tech companies get started for nearly 15 years.||9/8/2017||Free||View in iTunes|
||CleanInvesting in Entertainment||Jordan Moelis is one of a breed of young hedge fund managers--he founded Deep Field in his mid-twenties--who came up during the industry boom after the global financial crisis. Here he talks about some of the stresses and rewards of being directly answ.||8/25/2017||Free||View in iTunes|
||CleanSnap-on Your Parachute||Snap-on's network of franchisees sell the premier line of auto-repair tool kits to mechanics all over America. But the market is pretty much saturated, and Snap-on is in denial. Since 2011, the company has committed that particularly American sin: bing.||8/12/2017||Free||View in iTunes|
||CleanBig Food Getting Smaller||The price of food at the grocery store has been declining for two years and yet the price of the big packaged food companies on the stock exchanges has been rising. This opposition will not long stand. Evan Lorenz,||7/28/2017||Free||View in iTunes|
||CleanThe Everything Bubble||John Fichthorn, the founder of Dialectic Capital Management and now Head of Alternatives at B Riley, and John Barton, his long-time colleague and a Managing Director at B Riley, deeply experienced with finding, qualifying, and trading frauds, fads,||7/17/2017||Free||View in iTunes|
||CleanThe RMB: an "insanely convex trade"||China is trying to avoid the fact that its growth is chained to an ever more irrational load of debt and that the debt-intensity of growth becomes higher every year. Brian McCarthy manages a fund predicated on the idea that, far from rebalancing,||7/6/2017||Free||View in iTunes|
Great Podcast, Jonesing for More!
Anne Stevenson Yang is one of the foremost China watchers/realists/experts, primarily with regards to financial markets, and this first podcast holds true to her previous discussions, appearances, debates etc. It specifically delves into the intricacies of RMB/Yuan policy and the RMB outlook.
Given the quality of detail oriented, fact-based financial research her firm puts out, I highly suggest listening to this podcast for anyone with interest in Chinese markets, RMB etc and/or detailed financial info.
I'm sure more non-China focused podcasts might come out, but the dearth of intelligent financial podcasts (ex. Grants, Debtwire, RealVision, some Bloomberg & value investing podcasts) makes this new and refreshing addition to my podcast list.
Thank you Anne and excited for more!
This is a very interesting podcast on a diverse range of financial issues. The guests are quirky and original, and the questions are incisive. The conversation is intelligent and sometimes quite funny.
Informative, specialized, and interesting
I love this podcast. J Capital has been on the forefront of Chinese economic analysis for years and they have always said what needs to be said. Anne Stevenson-Yang has had many years of experience working in China and it is clear that she knows what she is talking about. Those who are interested in a specific, factual, and specialized approach to the Chinese economy will benefit from this podcast.