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EssentialThe Essential Conversation

The Value of Freedom: Should China Be in Your Portfolio?

Featuring Perth Tolle and Michael Nicoletos

Dec 21, 2021 • 36 minutes

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Essential

The Essential Conversation

The Value of Freedom: Should China Be in Your Portfolio?

China is not a must-have for investors, argues Perth Tolle.

Featuring Perth Tolle and Michael Nicoletos

Dec 21, 2021 • 36 minutes

Despite an economic slowdown, major regulatory crackdown, and human rights concerns, most investors still believe they need exposure to the second-largest economy in the world. Perth Tolle of Life + Liberty Indexes disagrees. In this conversation with Michael Nicoletos, she says freer markets perform better than those in authoritarian regimes and offers thoughts on how to exclude China and other autocracies. Recorded on December 17, 2021. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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