Jason Hsu

Jason Hsu, founder of Reliant Global Advisors and co-founder of Research Affiliates, is a factor investing and China markets specialist. He tackles China’s fierce domestic capitalism and manufacturing dominance. He explores AI as the next wave of globalization and its impact on professional services. He argues for rethinking U.S.-centric portfolios and separating China from emerging markets.

In this engaging discussion, Jason Hsu, founder and CIO at Raliant Global Advisors and finance professor at UCLA, shares his insights on navigating China’s complex economic landscape. He delves into the interplay of inflation and employment, exploring the challenges faced by both emerging markets and corporate giants. The conversation also tackles the Federal Reserve’s struggles with rising interest rates and the implications for global investors. Hsu's expertise provides valuable perspectives on investment strategies amid an evolving economic climate.

Jason Hsu, co-founder of Research Affiliates and CIO of Rayliant, shares insights on smart beta and quantitative investing. He argues that simply investing in the S&P 500 is outdated, highlighting the inefficiencies in Asian markets due to retail speculation and governance risks. Jason discusses the evolution of factor investing, emphasizing its advantages over traditional indexing. He also explains how Rayliant employs machine learning to create robust portfolios and shifts retail investors from short-term trading to long-term value creation.