Скачать или смотреть The Bull of Wall Street #40 - Jonathan Krane, CEO of KraneShares (recorded 09/08/25)

Are your clients under-allocated to the world’s second-largest economy? KraneShares CEO Jonathan Krane argues China is behaving like a distinct asset class—and many portfolios aren’t built for it.

What you’ll learn:
Why China’s share of EM could justify EM ex-China + China completion strategies
How A-shares, Hong Kong, and U.S. listings fit together in practical ETF allocations
Why 2025’s AI and clean-tech surge in China may mirror the U.S. “Magnificent 7” run
How sentiment, low local rates, high savings, and targeted policy shifts can fuel flows
A realistic path for U.S.–China engagement that balances competition and cooperation
Where advisors can find thematic exposure (EVs, batteries, energy storage, biotech, carbon)

Chapters
00:00 – Welcome: Talley Leger & Jim Worden set the table
01:08 – Founding KraneShares: boots-on-the-ground in Shanghai → ETF thesis
05:48 – China as its own allocation: from EM to EM ex-China + China
08:17 – Sentiment shift & 2025 performance: why investors may be caught off guard
13:23 – Efficient access for advisors: core A-shares + thematic building blocks
14:20 – Tech leadership: EVs, batteries, solar, AI, biotech—what scaled first in China
17:18 – Cooperation vs. competition: a pragmatic framework for engagement
23:47 – Infrastructure 2.0 & domestic demand: savings, stimulus, and renewal
26:13 – Clean energy reality: EV adoption, storage, and grid-friendly solutions
29:34 – What KraneShares is watching: AI, humanoid robotics, carbon markets, alts
31:25 – Tokenization: new liquidity pools for “traditional” products
32:16 – Closing thoughts & takeaways for advisor portfolios

Guest: Jonathan Krane, CEO of KraneShares
Hosts: Talley Leger (Chief Market Strategist, WCG) & Jim Worden (CIO, WCG)

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