English

Michael Pachter, veteran tech analyst at Wedbush Securities, talks about the latest trends in the streaming sector, Netflix's difficult balancing act and the fundamental upheaval in Hollywood caused by the market entry of tech giants like Amazon and Apple.

Beijing-based economist Michael Pettis sees the looming collapse of real estate developer Evergrande as a signal that China needs to fundamentally shift away from its investment-based growth model.

Rob McEwen, founder of McEwen Mining and former CEO of Goldcorp, explains why he expects a significantly higher gold price despite the current weakness of the precious metal. He also talks about the outlook for the mining sector and explains why he makes a big bet on copper.

Anne Stevenson-Yang, China expert and founder of J Capital Research, comments on the crisis surrounding the teetering real estate colossus Evergrande, recent regulatory interventions against tech giants such as Alibaba and Tencent, and the overall economic state of the People's Republic.

Gavin Baker, founder of Atreides Management, sees inflation setting the tone for financial markets. The influential tech investor says what rising prices would mean for the sector, what's next for the super-cycle in the semiconductor industry, and why the record number of new stock issues is creating attractive opportunities.

Richard Thaler, Nobel laureate and Professor of Behavioral Science and Economics at the University of Chicago, talks about the new stock market boom, irrational price movements in stocks like GameStop, and the most common psychological traps in investing. A conversation with the pioneer of behavioral finance.