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Band of Traders - Together We TradeIf youve ever felt like the only trader who is struggling to be profitable, join us in the China Shop for honest, yet fun conversations about the side of trading most people want to hide. Author: China Shop Productions
Education is the foundation of successful trading and community/support is the glue that holds it all together. At Band of Traders, our mission is to provide you with educational resources to sharpen your trading skills. Our thriving Discord community is a great source of inspiration, motivation and camaraderie. We are bringing together traders of all levels for no-nonsense insights into the trading world. We dont sugarcoat the truth because traders must have the ability to evaluate their trades, strategies and emotional states in order to achieve personal growth. That growth is an integral part of becoming a master trader. We believe that we are stronger together, learn more together, and have better trades together. Our weekly Round Table episodes are casual conversations about the week's trading lessons, educational content, strategies, and all things trading. Our rotation of co-hosts keeps the discussions fresh. Plus, once a month, weve got a special treat a Round Table with expert guests to dive deep into a specific topic. These episodes drop on Mondays. On Thursdays we release our in-depth guest interviews and informative miniseries episodes, all with a focus on trading and trader education. We cover a wide range of topics including stocks and options, FOREX, and futures. Dont just listen, get involved! Our community members not only share insights, trade ideas, charts and journals, they actively participate in podcast content. Beyond suggesting possible guests, we encourage our listeners to consider recording an episode with us and an expert guest they have questions for. Many of our guests also participate in our Discord discussions, giving traders of all levels opportunities to learn and connect. Are you ready to embrace the true essence of trading? Join us on the Band of Traders podcast, where we uncover the real world of trading, one episode at a time. Whether youre just starting out or youre an experienced trader, we have something for everyone. Expl Language: en-us Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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Are Investors Underestimating China AI? Ft. Kevin Carter, EMXETFs
Friday, 18 September, 2026
This episode is sponsored by EMXETF.comKevin T. Carter joins Kyle to talk about TGRZ, the China AI LLM Tigers ETF, and why China’s role in the AI trade may be much bigger than most U.S. investors realize.Kevin breaks down the AI market as a five-layer stack: electricity, chips, data centers, models, and applications. From there, he explains why TGRZ is focused on the model layer, where Chinese open-weight AI models like DeepSeek, Kimi K3, GLM, and Qwen are increasingly competing with U.S. models from OpenAI, Anthropic, Google, and others.The conversation also gets into one of the biggest surprises from the episode: how differently China and the U.S. appear to view AI adoption. Kevin points to public sentiment around AI being roughly 80% favorable in China versus about 20% in the U.S., and Kyle explores whether that difference in adoption could matter as much as the technology itself.They also discuss Jack Ma, Alibaba, the blocked Ant IPO, and why Kevin believes some of the risks investors associate with China are more complicated (and possibly more overblown) than the headlines suggest.The episode closes with a look at AI infrastructure, data centers, power demand, underwater and space-based compute, and the broader question of whether AI destroys jobs, creates new ones, or does some combination of both.As always, none of this is investment advice. TGRZ is speculative and volatile. Do your own research, understand the risks, and make sure any investment fits your own strategy.Learn more at EMXETF.com.Chapter Timestamps:00:00 — Cold Open: Why Chinese AI Models Are Different00:35 — Introduction: Rethinking the AI Race01:40 — TGRZ and What It Takes to Launch an ETF04:03 — The Five-Layer AI Stack06:25 — The Emerging Market “Mag Three”: Samsung, Hynix, and TSMC07:34 — Why TGRZ Focuses on the AI Model Layer08:03 — DeepSeek and the Cost Question10:58 — What Open-Weight AI Actually Means13:14 — Alibaba, Qwen, and China’s AI Ecosystem15:23 — Why U.S. Startups Are Using Chinese AI Models19:10 — Jack Ma, Ant IPO, and China Risk27:42 — TGRZ Volatility and Future EMXETF AI Products29:36 — Data Centers, Power Demand, and AI Infrastructure33:54 — AI Sentiment: China’s 80% Favorable vs. the U.S. at 20%36:50 — AI, Jobs, ATMs, Radiology, and What Comes Next40:08 — EMXETF.com, TGRZ Risk, and Closing ThoughtsSponsors:For more than 20 years, the EMXETF team has been focused on technology and innovation across Emerging Markets. Today, we believe artificial intelligence represents the next major chapter of that growth story. From advanced semiconductors and AI infrastructure to models, applications and digital platforms, Emerging Markets are playing an increasingly important role in the global AI ecosystem. EMXETF combines our deep experience in these markets with focused research to give investors targeted exposure to the companies helping shape the future of AI.Kevin: Kevin T. Carter is the Founder & Chief Investment Officer of EMXETF. While he considers himself an active “value” investor first and foremost, he has collaborated with Princeton economist and indexing legend, Dr. Burton Malkiel, for more than 20 years. Their work together began in 1999 with the development of eInvesting, a pioneer firm in fractional share brokerage that was acquired by ETRADE in 2000. In 2002 they founded Active Index Advisors, a pioneer in so-called “direct indexing” that was acquired by Natixis Asset Management in 2005. In 2006, their efforts turned to China and Emerging Markets with Dr. Malkiel’s publishing of “Investment Strategies to Exploit Economic Growth in China” and the subsequent book From Wall Street to the Great Wall. Working with Guggenheim Partners, they launched several China focused ETFs on the NYSE.China AI Tigers ETF: TGRZChina AI Research ReportConnect with Kevin on LinkedInAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
