AI Summary
5 min read🎙️ The Voices & The Context
- The Format: Casual interview podcast episode with hosts introducing a returning expert guest for a deep dive on China investing.
- The Key Players:
- Hosts: Michael Batnick and Ben Carlson – sharp-witted finance podcasters with great banter chemistry, riffing on US blind spots to China and poking fun at pronunciations.
- Guest: Brendan Ahern – Chief Investment Officer at Crane Shares, China ETF expert, daily China Last Night newsletter author; interesting for his boots-on-the-ground insights and bullish takes.
- The Vibe: Educational yet optimistic and fun – mixes market history, policy drama, and light-hearted jabs at US media narratives.
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What you'll learn
- 1 (00:00) **🎙️ Introduction: Brendan Ahern**
- 2 (03:06) **Dan Wang's *Breakneck* Book Review**
- 3 (04:44) **China Tech Bubble Burst (2021-2023)**
- 4 (08:43) **China's AI Race with US**
- 5 (11:20) **KWEB AUM vs. Share Price Dynamics**
- 6 (13:29) **ETF Flows and Currency Tailwinds**
- 7 (15:52) **AI Public Perception and Adoption**
+ Full timestamped outline available in the app
Show Notes
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Brendan Ahern from KraneShares to discuss: the differences between China and the United States, the state of Chinese Internet stocks and more.
Find complete show notes on our blogs...
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
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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. See our disclosures here:
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