Entrepreneur-led companies are leading the way in China’s socialist market economy.

Today’s guest, Brendan Ahern is the Chief Investment Officer for KraneShares, a company which provides unique investment opportunities for next-wave developments in China. Brendan is a specially qualified to discuss the Chinese economy and how it relates to the US economy, the widespread investment of Chinese money into the US real estate market and China’s ever-changing social safety net as he has over 12 years of experience in Exchange Traded Funds.

Key Takeaways:

[3:39] How life expectancy and longevity affects the social security system and the US economy.

[8:01] Vacation rentals do not get the same tax benefits as real estate investments.

Brendan Ahern Guest Interview:

[16:29] The Tale of Two Chinas – Domestic consumption is growing but exports and industrials are slowing.

[19:24] The urbanized Chinese want to enjoy the things we take for granted.

[22:04] The Chinese government is trying to figure out ways to increase domestic consumption.

[26:22] There isn’t much in the way of a social safety net in China right now.

[29:28] What’s going on with the currency war between the US and China, now and in the future?

[32:55] For some reason, when Chinese investors diversify it’s labeled as capital flight.

[36:27] The real estate market in Tier 1 cities have performed well but location, location, location is still important.

[38:48] Entrepreneur led companies are leading the way in China’s socialist market economy.

Mentioned in This Episode:

Jason Hartman

Liberty Health Share

@jasonhartmanroi on Twitter

KraneShares

Tweetables:

Chinese government is pushing domestic consumption and retail sales in China went up almost 11% in 2015.

News of China’s ghost cities distracts from the incredible urbanization that has taken place.

When Chinese investors diversify it’s labeled as capital flight instead of the diversification that it is.

Episode: 681

Guest: Brendan Ahern

iTunes: Stream Episode