CoreValues Alpha's Harburg: China is a great hedge against US market highs

Ben Harburg, founder of CoreValues Alpha (cvafunds.com/c...) - manager of the firm's Greater China Growth ETF - says that consumers in China have over $21 trillion in household savings sitting on the shelf and that as that money starts to be spent, it will drive the Chinese market to a long recovery. That should be happening at a time when Chinese stocks "are near rock bottom" but U.S. equities have been running to record highs, making China a good diversifier for American investors looking for protection against a setback here. Todd Rosenbluth, head of research at VettaFi (vettafi.com) , turns to a free cash-flow ETF that opened in 2023 and that has risen to the top of its large-cap value peer group this year as his ETF of the Week. In the Market Call, Noland chief executive officer at Left Brain Wealth Management (leftbrainwm.com) , returns to the show to discuss his version of growth investing; one area he particularly likes now is the big cruise companies.