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Episode 51: Asia Trip Debrief

In this weeks episode, I discuss my exciting trip to Asia. This was my first trip to Asia, and it was the most incredible. I went for two weeks with Stansberry Research and a select group of about 20-30 investors.

I arrived in Bejing where I checked out much of the city solo for a few days before the Stansberry Group of Investors arrived. Together we visited Tiananmen Square, the Forbidden City, and the Great Wall of China at Mutianyu. Here is a group photo at the top of the Great Wall of China.

Hopefully, we will get our Wall soon with President Trump as our Fearless Leader.  China began the building of their wall in 2600 BC so our wall is way overdue.

We left Beijing via train to Shanghai.  While in Shanghai, we took a mag-lev train with speeds of 450 Kilometers Per Hour.

Shanghai, is a vast place, far broader in scope than New York City.  The lights and the buildings are grand.  The Chinese are incredibly advanced.  Take a look at the photo below and the beautiful Shanghai skyline taken during our River Cruise.  All of the buildings were built post-1990.  Here in the US, a developer would still be in plan check due to the over regulations.  The photo’s do NOT do it justice.

Then we went to Hong Kong.  I was informed that the Hong Kong Port is the largest in the world.  It makes Long Beach and San Pedro look minuscule.  We visited Victoria Park, Macau,  and the Largest Budha in the world.

So let me divert to investing for a moment.  It’s best to know where the puck is headed and get there early.    I will share this quote which Steve opened with during the conference.

“I never imagined I’d see a moment in my career where NOBODY is invested in the worlds second largest economy and the worlds second largest stock market!”
– Steve Sjuggerud.

Steve’s quote reminds me of when I began investing in real estate in Inglewood, California over a decade ago.    Inglewood, CA is less than 5 miles from the busiest airport in the world (LAX) and the closest to Asia, yet absolutely no one was investing in Inglewood.

Here are a few of the noteworthy takeaways from my trip:

  1. There is Income disparity in Asia.  The average condo/home costs in excess of $1.5m.  But there are no entitlements, subsidies, or rent control and ZERO homelessness.  Perhaps the government officials in California can visit and take a page from their playbook to cure the chronic homelessness situation in the state;
  2. The Belt and Road Initiative (BRI), formerly referred to as One Belt One Road (OBOR) is the largest infrastructure project which will connect over 70 countries.  BRI will include railways, shipping routes, highways, communications, and energy. This region comprises 1/3 of the global GDP. China plans to loan Trillions to these countries to accelerate their long-term growth plan.  BRI is the most massive infrastructure investment in the history of mankind, thus this is generational strategic planning.
  3. Approximately 30% of China’s pension funds will be investing in companies in order to ensure they are able to fully fund the retirement plans of the people of China;
  4. A lot of capital is headed into this market from large investment funds across the globe.  For example, earlier this week, Blackstone announced a raise of $7b to invest in Commercial Real Estate (CRE) in Asia.   You can find out more about the raise via this link.

Essentially, all signs are pointing to Asia which is why I am investing in Asia.  To conclude, the tours were amazing, the conference exceptional, the investment opportunities have a high-profit potential, and the food will make your mouth water.  But the best part is the people.  They are world class.  I was able to partake in substantive conversation vs. small talk.  I met my best friend.  Here is a photo of us having the best dinner ever in Hong Kong before our return to the United States.

My affirmative action program is that I am an “Equal Opportunity Lover of all Asset Classes”.  Therefore, if you desire to know more about Investing in Stocks in Asia I highly recommend you visit Stansberry Research which is the best resource for unbiased advice via this link.

Congratulations to the entire Stansberry Research Team for their flawless, planning and execution of the most amazing trip of my lifetime.

If you would like to learn more about Stansberry you can visit this link.

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