In this Australian Investors Podcast episode, your hosts Owen Rask and guest Billy discuss:
- The rise of US innovation and capital markets since WWII
- China’s top-down growth model and policy-driven sectors
- The Dragon ETF and capturing China’s growth themes
- AI, semiconductors, and the future of global investing
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Topics Covered
- How the US built its dominance in innovation and capital markets
- China’s top-down growth model and policy-driven sectors
- The Dragon ETF and where China’s growth is focused
- How to think about allocating to China in long-term portfolios
- Final thoughts on AI, semiconductors, and future global innovation



