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:<ul><li>(01:07) How are Chinese stocks valued historically?</li><li>(05:37) How to think about stock market valuations in the US vs. China.</li><li>(09:04) Why are some investors like Charlie Munger, bull on Chinese equities?.</li><li>(13:36) Why are some investors bear on Chinese equities?</li><li>(17:50) What is the true debt situation in China?</li><li>(24:31) Can Evergrande lead to a stock market collapse?&nbsp;</li><li>(28:03) What happens to investors’ ADRs if they get delisted in the US?&nbsp;</li><li>(33:03 ) What is happening in the tech sector from an investing and regulatory perspective?&nbsp;</li><li>(37:11) What is the intention behind common prosperity?&nbsp;</li><li>(44:23) What are the known knowns and known unknowns when investing in China?&nbsp;</li><li>(48:03) What are the implications of the new Chinese currency?&nbsp;</li><li>(53:20) How to position yourself when investing in China.</li></ul> *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES:<ul><li>Listen to David Stein’s podcast, <a href="https://moneyfortherestofus.com/episodes/" rel="noopener noreferrer" target="_blank">Money For the Rest of Us</a>.</li><li>Visit David Stein’s <a href="https://moneyfortherestofus.com/" rel="noopener noreferrer" target="_blank">Website</a>.</li><li>Visit David Stein’s <a href="https://www.youtube.com/c/MoneyFortheRestofUs" rel="noopener noreferrer" target="_blank">YouTube channel</a>.</li><li>Preston, Trey &amp; Stig’s tool for picking stock winners and managing our portfolios:&nbsp;<a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank">TIP Finance Tool</a>.</li><li>Read the&nbsp;<a href="https://www.theinvestorspodcast.com/business/personal-finance-101/" rel="noopener noreferrer" target="_blank">9 Key Steps to Effective Personal Financial Management</a>.</li><li>Updating your wardrobe with&nbsp;<a href="https://mizzenandmain.com/" rel="noopener noreferrer" target="_blank">Mizzen+Main</a>.&nbsp;Use promo code WSB to receive $35 off any order of $125 or more.</li><li>Have high-quality, sustainably sourced Wild-Caught Seafood delivered right to your door with&nbsp;<a href="https://wildalaskancompany.com/wsb" rel="noopener noreferrer" target="_blank">Wild Alaskan Company</a>.&nbsp;Order today and get $15 off your 1st box of premium seafood.</li><li>Find people with the right experience and invite them to apply to your job. Try&nbsp;<a href="https://ziprecruiter.com/investors" rel="noopener noreferrer" target="_blank">ZipRecruiter</a>&nbsp;for FREE today.</li><li>Get help writing your emails, reports, presentations, resumes, blogs today with&nbsp;<a href="https://www.wordtune.com/wsb" rel="noopener noreferrer" target="_blank">WordTune</a>.</li><li>Communicate your ideas in the best way possible with&nbsp;<a href="https://www.canva.com/" rel="noopener noreferrer" target="_blank">Canva</a>.</li><li>Join&nbsp;<a href="https://ourcrowd.com/study" rel="noopener noreferrer" target="_blank">OurCrowd</a>&nbsp;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.</li><li>Start feeling better with a single message. Match with a licensed therapist with&nbsp;<a href="https://www.talkspace.com/" rel="noopener noreferrer" target="_blank">Talkspace</a>&nbsp;and get $100 off your first month with the promo code WSB.</li><li>Connect with other users - friends, other members, and notable investors with&nbsp;<a href="https://public.com/" rel="noopener noreferrer" target="_blank">Public.com</a>.&nbsp;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&nbsp;<a href="https://public.com/disclosures" rel="noopener noreferrer" target="_blank">Public.com/disclosures</a>. Not investment advice.</li><li>Push your team to do their best work with&nbsp;<a href="https://monday.com/" rel="noopener noreferrer" target="_blank">Monday.com</a>&nbsp;Work OS. Start your&nbsp;free two-week trial today.</li><li>Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with&nbsp;<a href="https://blinkist.com/billionaires" rel="noopener noreferrer" target="_blank">Blinkist</a>. Get 25% off and a 7-day free trial today.</li><li>Browse through all our episodes (complete with transcripts)&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires/" rel="noopener noreferrer" target="_blank">here</a>.</li><li>Support our free podcast by supporting our&nbsp;<a href="https://www.theinvestorspodcast.com/sponsors/" rel="noopener noreferrer" target="_blank">sponsors</a>.</li></ul> HELP US OUT!What do you love about our podcast? Here’s our guide on how you can leave a&nbsp;<a href="http://www.theinvestorspodcast.com/WSB-Rating-and-Review-Guide" rel="noopener noreferrer" target="_blank">rating and review</a>&nbsp;for the show. We always enjoy reading your comments and feedback!See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

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

We Study Billionaires - The Investor’s Podcast Network