The Global Regime Change | Jason Hsu on AI, Factor Investing and What Investors Miss About China
In this episode of Excess Returns, Jason Hsu returns for a wide-ranging conversation on China’s economy, the global AI race, emerging markets, factor investing, and what the next phase of globalization could mean for U.S. investors. We explore how China’s fiercely competitive domestic capitalism contrasts with common Western narratives, why AI could reshape professional services the way globalization reshaped manufacturing, and how investors should think about portfolio allocation in a shifting G2 world.
This discussion covers China manufacturing dominance, Chinese EV competition, U.S. vs…
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