Gehen Sie mit der App Player FM offline!
CoreValues Alpha's Harburg: China is a great hedge against US market highs
Manage episode 455156479 series 2712770
Ben Harburg, founder of CoreValues Alpha — manager of the firm's Greater China Growth ETF — says that consumers in China have over $21 trillion in household savings sitting on the shelf and that as that money starts to be spent, it will drive the Chinese market to a long recovery. That should be happening at a time when Chinese stocks "are near rock bottom" but U.S. equities have been running to record highs, making China a good diversifier for American investors looking for protection against a setback here. Todd Rosenbluth, head of research at VettaFi, turns to a free cash-flow ETF that opened in 2023 and that has risen to the top of its large-cap value peer group this year as his ETF of the Week. In the Market Call, Noland chief executive officer at Left Brain Wealth Management, returns to the show to discuss his version of growth investing; one area he particularly likes now is the big cruise companies.
1719 Episoden
Manage episode 455156479 series 2712770
Ben Harburg, founder of CoreValues Alpha — manager of the firm's Greater China Growth ETF — says that consumers in China have over $21 trillion in household savings sitting on the shelf and that as that money starts to be spent, it will drive the Chinese market to a long recovery. That should be happening at a time when Chinese stocks "are near rock bottom" but U.S. equities have been running to record highs, making China a good diversifier for American investors looking for protection against a setback here. Todd Rosenbluth, head of research at VettaFi, turns to a free cash-flow ETF that opened in 2023 and that has risen to the top of its large-cap value peer group this year as his ETF of the Week. In the Market Call, Noland chief executive officer at Left Brain Wealth Management, returns to the show to discuss his version of growth investing; one area he particularly likes now is the big cruise companies.
1719 Episoden
Alle Folgen
×Willkommen auf Player FM!
Player FM scannt gerade das Web nach Podcasts mit hoher Qualität, die du genießen kannst. Es ist die beste Podcast-App und funktioniert auf Android, iPhone und im Web. Melde dich an, um Abos geräteübergreifend zu synchronisieren.