Shows
Worldwide ExchangeExclusive with Treasury Secretary Yellen and Wall Street's Next Test 4/8/24Treasury Secretary Janet Yellen addresses tariffs, electric vehicles, and green exports in an exclusive interview with CNBC. Atlantic Council's Hugh Tran gives his thoughts on the conversation. Plus, Yellen also says she's focused on keeping American companies in business as they face growing pressure from China. KraneShares' Brendan Ahern dives into the issue. And, Wall Street faces a fresh test this week with March CPI on Wednesday. Rose Advisors at Hightower's Patrick Fruzzetti and Blanke Schein Wealth Management's Robert Schein discuss.
2024-04-0847 min
The ExchangeHawkish Fed Risk?, Boeing Shake-up, Around the World: China 3/25/24Is the market truly ready for a more hawkish Fed on the heels of Atlanta Fed President Bostic’s comments? We’ll talk about that and how to position. Plus, Boeing CEO Dave Calhoun is set to leave the company by year-end. And we’re going around the world this week to find opportunities, kicking things off with China and Kraneshares CIO Brendan Ahern.
2024-03-2547 min
Market InsightsSpeaker Series - Brendan AhernBrendan Ahern is the Chief Investment Officer at KraneShares. Brendan joined KraneShares in 2013. Brendan leads the firm’s research and education efforts and actively works with investors on a variety of subjects ranging from asset allocation to trading to articulating the growing influence that index providers hold in the
asset management industry. Prior experience includes over ten years with Barclays Global Investors (subsequently BlackRock’s iShares), which he joined in 2001 during the rollout of their ETF business. His career has spanned a period of tremendous growth for ETFs, which has contributed to his profound knowledge
of the ETF landscape.
2023-12-1533 minWorldwide ExchangeBusiest Week of Earnings Season, China Stocks, and the Final Trading Day of July 7/31/23Markets kick off the busiest week of earnings season with a key focus on Apple and Amazon. Wedbush’s Dan Ives previews the results. Plus, China stocks are higher on hopes of a government-backed economic stimulus. KraneShares’ Brendan Ahern discusses. And, what’s in store for the final trading day of the month? Delancey Wealth Management’s Ivory Johnson and Matrix Asset Advisors’ David Katz weigh in.
2023-07-3144 min
ETF EdgeCommodities Corner: China Reopening & D.C. Debt Drama 5/22/23CNBC’s Seema Mody spoke with Brendan Ahern, CIO of Kraneshares and Will Rhind, Founder and CEO of GraniteShares – as well as Todd Rosenbluth, Head of Research at VettaFi. They shed some light onto how investors are feeling about the China reopening story. They also dove deep into the mixed cross-currents for commodities – with copper faltering but gold prices higher in the face of debt ceiling drama in Washington.
2023-05-2209 minWorldwide ExchangeWalmart's Earnings Report, Investing in Chinese Equities, and Mining's M&A Boom 5/18/23Walmart reports earnings this morning after Home Depot and Target said consumers are pulling back on discretionary spending. TD Cowen's Oliver Chen discusses his expectations. Plus, famed hedge fund manager Michael Burry may be betting big on China, but the rest of Wall Street is growing more skeptical about the world's second largest economy. KraneShares' Brendan Ahern breaks down the trade. And, mining companies are sitting on a lot of cash after last year's strength in commodity prices, which is fueling a boom in lithium M&A activity. Stifel's Cole McGill weighs in on the sector.
2023-05-1844 min
Mad Money w/ Jim CramerCNBC Special Report: Taking Stock 2/17/23CNBC’s Morgan Brennan takes a deep dive into the world’s second largest economy – China. One of the country’s top tech CEO’s goes missing, sending shudders through the investment community. A China expert joins to give an inside look at what’s happening to others in a similar situation. Plus, the CIO of KraneShares, which runs the China tech ETF ‘K-Web’, discusses how to navigate the challenges and find opportunities when investing in the region. And forget balloons! Why China’s top surveillance method could be sitting in the palm of your hand. Mad Money Disclaimer2023-02-1844 min
TechCheckAlphabet Announces Layoffs, Netflix Surges on Q4 Subscriber Adds & President Biden’s Tech Scorecard 1/20/23Our anchors begin today’s show with Big Technology newsletter author Alex Kantrowitz discussing Alphabet laying off 12,000 employees. Then, we break down Netflix’s Q4 earnings with our Julia Boorstin and Bank of America Managing Director Jessica Reif Ehrlich. Next, CNBC’s Kayla Tausche looks at tech regulations as we mark the halfway point of President Biden’s first term, and New Street Advisors Group Founder and CEO Delano Saporu shares his outlook for the broader economy. CNBC’s Dom Chu also delivers breaking news on Goldman Sachs’ consumer business facing a Federal Reserve investigation, and CNBC’s Steve Kovach reports on App...2023-01-2044 minTechCheckChina Tech Rallies to Start 2023, What’s to Expect from IPOs This Year & WWE Explores a Sale 1/9/23Our anchors begin today’s show with Annandale Capital Founder and Chairman George Seay discussing his outlook for Apple, Uber and crypto. Then, CNBC’s Steve Liesman shares data from the New York Fed showing a decline in inflation expectations, and UBS Global Wealth Management Equity Strategist David Lefkowitz shares his outlook on whether to invest in tech. Next, KraneShares CIO Brendan Ahern discusses China tech stocks rallying to start the year, and MKM Partners analyst Rohit Kulkarni shares his outlook for the IPO market in 2023. Later, our Julia Boorstin reports on Vince McMahon returning as CEO of WWE to expl...2023-01-0943 minETF EdgeChina’s Covid Unrest & Tax-Loss Harvesting Season 11/28/22CNBC’s Bob Pisani spoke with Brendan Ahern, CIO of KraneShares – along with Ben Slavin, Global Head of ETFs at BNY Mellon, and Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors. They discussed the fallout from Covid-19 unrest in China as rare protests break out across the nation. What does this all mean for China’s reopening story? Plus, it’s been a rough year and a lot of investors have had losses, particularly in technology stocks and funds. The gang explored the ins and outs of tax loss harvesting as investors look to close out the year...2022-11-2831 minWorldwide ExchangeA Slowdown in Big Tech, Housing, and Chinese Stocks? 10/25/22The big tech giants report results amid signs of slowing demand for smartphones, e-commerce, and digital ads. Third Bridge’s Scott Kessler gives his expectations for the sector. Plus, ahead of the S&P Case-Shiller Home Price Index release today, is the housing market cooling down? Cortland’s Brad Dillman weighs in. And, Hong Kong and Chinese stocks are falling for a second straight session following their steepest sell-off in 14 years. KraneShares’ Brendan Ahern explains what this means for China president Xi Jinping’s next move.2022-10-2545 minWorldwide ExchangeThe Number Wall Street Has Been Waiting For is Due Today: May’s CPI Report. JUNE 10, 2022Wall Street is buzzing as investors await the May CPI report, due later this morning, with price gains remaining at their highest level in 40 years. Sarah House of Wells Fargo tells us what to expect from the report. Plus, stocks in China are rising today, including tech stocks like Alibaba, Meituan, and NetEase. Brendan Ahern of KraneShares, shares what is driving the spike in these stocks. And, despite sky-high inflation, Janet Yellen says that a recession is not likely in the works. Dan Very of Palisade Capital Management gives his thoughts on the strength of the economy.2022-06-1044 minThe ExchangeHawks take flight, split on staples, and right names, wrong time? 3/22/22The 10-year bond yield hit its highest level in 3 years following Fed Chair Jerome Powell’s hawkish “pivot” yesterday. That has experts calling for more front-loaded rate hikes. We’ll discuss the pros & cons of this new tightening timeline with a former Fed economist. Plus, there’s a growing divide in the staples sector between pandemic winners & losers. We’ll speak with an analyst who has his names to watch and avoid. And, KraneShares is launching a new ETF filled with energy names making the switch to renewables. But what about the oil & gas we need right now? We’ll explore.2022-03-2244 minThe ExchangeIs the economy ready?, energy anxiety, and crackdown on ChinaStocks are heading for their fifth straight down week, with a rate hike cycle set to start next week amid spiking inflation. Is the economy ready? We’ll ask the experts.
Plus, crude soared to $130/barrel this week, highlighting our lack of alternative energy sources. So what can we do in the meantime to help consumers? We’ll explore.
And, the SEC’s crackdown is crushing Chinese stocks. But is Covid also weighing on Chinese markets? We’ll speak with the man who runs the KWEB ETF at KraneShares.2022-03-1143 minETF EdgeThe China Tech WreckCNBC’s Dom Chu fills in for Bob Pisani and discusses the China tech wreck and the Moonshot Innovators ETF with Brendan Ahern of KraneShares, Tom Lydon of ETF Trends and ETF Database and Dave Mazza, Head of Product at Direxion.2021-03-2923 minETF EdgePfizer Vaccine, Election Impact & Ant Financial IPOCNBC's Bob Pisani spoke with Nick Colas, co-founder of DataTrek Research, Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors and Brendan Ahern, CIO of KraneShares. They discussed the monster rally we’re seeing on the back of Pfizer’s vaccine news, election impact and what Ant Financial’s IPO debacle means for the Chinese ETF market. In the 'markets 102' segment, Bob discusses the strength of the rally and how sustainable the momentum is going into year-end.
2020-11-0927 minETF EdgeChinese Stocks & Tax DayCNBC’s Bob Pisani speaks with Brendan Ahern, chief investment officer at KraneShares, and Dave Nadig, chief investment officer and director of research at ETF Trends. They discussed the path forward for Chinese stocks and how tax day impacts ETF's. In the 'Markets 102' section, Bob discusses active nontransparent ETFs.
2020-07-1321 min