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Talk Your Book: The Bull Case For China with Brendan Ahern

Talk Your Book: The Bull Case For China with Brendan Ahern

Michael Batnick
January 12, 2026

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Today's Talk Your Book is sponsored by KraneShares:

See here for more information on KraneShares

On today’s show, we discuss:

Policy errors in China's recent past and the current outlook for the Chinese economy
Where China and the U.S. stand in the AI race, and China's open-source approach
The effects of a falling dollar on performance
How local and state governments in the U.S. may protect workforces from AI-led layoffs
How listing location affects valuations in China, and why many growth names choose to list offshore
An outlook for U.S.-China relations under the Trump administration

Animal Spirits:

Animal Spirits Podcast

Animal spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, listening to and…

podcasts.thecompoundnews.com/show/animalspirits