The Jay Kim Show : Entrepreneurship | Investing | Startups

The Jay Kim Show : Entrepreneurship | Investing | Startups


Jason Hsu, Founder & CIO of Rayliant Global Advisors

March 15, 2020

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LINKS FROM TODAY’S EPISODE

Read the full transcript from Jason’s interview
Rayliant Global Advisors
Find Jason on LinkedIn
Hsu@Raylient.com

DETAILED SHOW NOTES

(0:42) Jay’s introduction of Jason Hsu
(1:24) Jason’s self-introduction and background
(2:10) Background of Research Affiliates and Rayliant Global Advisors
(4:49) Jason gives a primer on smart beta
(7:17) Smart beta and the psychology of investing
(10:27) Intersecting quantitative and fundamental strategies
(14:03) Overview of the Asian market
(18:46) Why global pension funds will have to invest in China
(19:45) How to get a head start in China
(21:59) The risks with smart beta strategies
(26:41) Rayliant’s investment strategies for institutions
(28:02) Jay and Jason discuss family offices
(30:51) Jason’s outlook on Asia over the next five to ten years
(33:57) Sectors in the Chinese market that Jason recommends looking into
(36:49) Jason’s current projects