Not Registered? Register Now.

1. My Profile >2. Additional Information

By submitting below you certify that you have read and agree to our privacy policy.

BTM Podcast Series

On China and Politics with Dan David

07/03/2018
Jeremy Schwartz, CFA, Executive Vice President, Global Head of Research


On last Friday’s podcast we had a conversation with Dan David, Co-founder of GeoInvesting, who was profiled in the documentary China Hustle for his work uncovering Chinese frauds that were listed on U.S. stock exchanges. 

 

David says his research led to 12 companies being kicked off U.S. exchanges, and the frustration that stemmed from his congressman’s lack of response in putting more investor protections in place led to David’s running for Congress in the 4th district of Pennsylvania and Montgomery County.

 

Professor Siegel has discussed many times on our podcast why 2018 could be a volatile year for equities. This belief stemmed from two primary risks: the Fed’s interest rate hiking cycle and four hikes that he saw as providing a more challenging environment for equities, but also political uncertainty surrounding the midterm elections. 

 

With that political risk for the market in mind, hearing the battleground issues for Montgomery County was a good preview of some of the stories we will be hearing more of during the second half of the year. 

 

David describes Montgomery County as a very “purple” county—a mix of 14% independents but that leans Democratic with a six-point voter advantage. David is clearly attempting to appeal to this large swath of independent voters. Issues we touched on during the podcast included: 

 

  • Why David believes more action needs to be taken in both trade negotiations with China and investor protections from Chinese frauds that he believes are still ongoing
  • The current state of the economy and global financial markets, and why he thinks politics are becoming more global and not just local issues

 

This was an interesting discussion on the state of politics and one county’s election. Please listen below to our full conversation with Dan David.

 


Read More
BTM Podcast Series, Market News, China


Previous Post Next Post

REGISTER TO RECEIVE BLOG ALERTS

Already registered? Please log in to sign up for blogs.