About this episode

The episode discusses global fertility rate declines, China's tech boom, and an introduction to factor investing.

Fertility rates are collapsing around the world, China’s robotics boom is sending tech valuations into the stratosphere, and some of the market’s most beaten-up stocks are staging serious comebacks. Bryce & Ren unpack what changing demographics could mean for investors, and finish with a deep dive into factor investing, including whether QOZ’s recent outperformance makes it a better bet than A200. 00:00 The global baby bust 07:31 Beaten-up stocks making a comeback 12:03 China’s tech bubble & wild IPO valuations 17:35 China’s humanoid robotics boom 23:00 Community question: QOZ vs A200 24:22 Factor investing explained 29:54 QOZ vs A200: performance, holdings & fees 35:10 How to use factor ETFs in a portfolio Stocks & ETFs Mentioned: Guzman y Gomez (ASX: GYG), CSL Ltd (ASX: CSL), Zip Co (ASX: ZIP), TransMedics Group (NASDAQ: TMDX), Nike (NYSE: NKE), Alibaba Group (NYSE: BABA), Tencent Holdings (HKEX: 0700), Unitree Robotics (SSE STAR Market: 688785), ChangXin Memory Technologies / CXMT (SSE STAR Market: 688802), Samsung Electronics (KRX: 005930), SK Hynix (KRX: 000660), Micron Technology (NASDAQ: MU), NVIDIA (NASDAQ: NVDA), Semight Instruments (SSE STAR Market…

People in this episode

Hosts: Bryce, Ren

Topics covered

• population crisis
• factor investing
• China's robotics boom
• stock market recovery
• demographics and investing

Keywords

• fertility rates
• China robotics
• factor investing
• stock recovery
• demographics

Mentioned in this episode

Organizations: Guzman y Gomez, CSL Ltd, Zip Co, TransMedics Group, Nike, Alibaba Group, Tencent Holdings, Unitree Robotics, ChangXin Memory Technologies / CXMT, Samsung Electronics

Products: Betashares FTSE RAFI Australia 200 ETF, Betashares Australia 200 ETF, Vanguard Global Value Equity Active ETF

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