DiscoverWe Study Billionaires - The Investor’s Podcast NetworkTIP384: Evergrande, Alibaba, and the Collapse w/ David Stein
TIP384: Evergrande, Alibaba, and the Collapse w/ David Stein

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

Update: 2021-10-038


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.


  • (01:07 ) How are Chinese stocks valued historically?
  • (05:37 ) How to think about stock market valuations in the US vs. China.
  • (09:04 ) Why are some investors like Charlie Munger, bull on Chinese equities?.
  • (13:36 ) Why are some investors bear on Chinese equities?
  • (17:50 ) What is the true debt situation in China?
  • (24:31 ) Can Evergrande lead to a stock market collapse? 
  • (28:03 ) What happens to investors’ ADRs if they get delisted in the US? 
  • (33:03 ) What is happening in the tech sector from an investing and regulatory perspective? 
  • (37:11 ) What is the intention behind common prosperity? 
  • (44:23 ) What are the known knowns and known unknowns when investing in China? 
  • (48:03 ) What are the implications of the new Chinese currency? 
  • (53:20 ) How to position yourself when investing in China.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


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

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