Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management

Jonathan Xiong is the founder and CEO/CIO of Arrowpoint Investment Partners, a new Asia-focused hedge fund. Prior to starting Arrowpoint, Jonathan was the Co-CEO of Millennium Management Asia for five years. Before that, he was Head of Fixed Income Alternatives and the lead Portfolio Manager for the GS Global Opportunities Fund at Goldman Sachs Asset Management (GSAM) for seven years. Prior to joining Goldman Sachs, Jonathan was a Managing Director and Senior Portfolio Manager at Mellon Capital Management for 11 years in the Systematic Global Macro team. This podcast covers: 

• Investment philosophy.  
• Alpha, risk premia, quant. 
• Multi-manager/pod shops – how to differentiate? 
• Using AI to transform asset management.  
• The Asia investment case. 
• China’s outlook and why bears are wrong. 
• India valuations, Indonesian fixed income and Japan/Korea outperformance. 
• Dollar view. 
• Biggest market risks to worry about. 

You can connect with Jonathan here. 

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