The AI Gap Is Closing | Jason Hsu on China, Momentum Crashes and the S&P’s Seven-Stock Bet

Podcast: Excess Returns · Excess Returns

Opublikowano: 2026-09-20

Jason Hsu, founder and CIO of Rayliant Global Advisors and co-founder of Research Affiliates, joins Excess Returns to discuss the US-China AI race, the economics of AI spending, and what market concentration means for investors. We explore China's energy and open source advantages, opportunities in Chinese stocks, and how factor investing and machine learning can help build more diversified portfolios. Rayliant Global Advisors https://rayliant.com Rayliant on X https://twitter.com/rayliant Topics covered: Why Jason believes AI safety requires cooperation between the US and China ...