On this week's Stansberry Investor Hour, Dan and Corey welcome Brendan Ahern to the
show. Brendan is the chief investment officer at asset manager KraneShares. The company
provides investors access to Chinese companies, climate investments, and uncorrelated
assets through exchange-traded funds.

Brendan kicks off the show by describing the basics of KraneShares and its involvement in Chinese markets. He discusses the recent surge in Chinese stocks and gives context for what's driving it. As Brendan explains, the country is focused on stabilizing real estate prices and stimulating the broader economy. By lowering interest rates and announcing loads of subsidies that will benefit its citizens, the government can increase domestic consumption at a crucial time. (0:43)

Next, Brendan talks about China's negative reputation due to Western disinformation and
political rhetoric. As almost all U.S. investors are implicitly involved with China, and as the
majority of Western companies outsource to China, our economy depends on the foreign
nation. Brendan also discusses the influence U.S. investors have had on Chinese companies
in regard to corporate governance... billionaire hedge-fund manager David Tepper going all-in on China... and why he believes China won't invade Taiwan. (18:11)

Finally, Brendan breaks down the growth prospects for China today and shares his thoughts on the U.S. moving to produce more semiconductors domestically. After, he discusses today's data-driven world and the new ways this data is collected by research firms. KraneShares is able to leverage this data in turn and be selective about which Chinese companies it gets involved with. As Brendan explains, cooperation with China is both important for investors' portfolio diversification and for a harmonious future. (37:12)

Don't Believe the China Boogeyman Narrative