MoneyMasters Podcast: US-China Insights & the NEW Balanced Portfolio

Explore the shifting landscape of global markets and international relations in this special double-length episode from the 2026 MoneyShow Masters Symposium Dallas.

Experts Gordon Chang and Jonathan Hoenig join the show to provide actionable guidance on navigating record-high tech stocks, rising Treasury yields, and intensifying geopolitical tensions.

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Gordon is author of The Great US-China Tech War. He offers a deep dive into the recent US-China summit, analyzing President Trump’s “wheeling and dealing” in Beijing and the belligerent rhetoric from President Xi Jinping. He also discusses the fragile state of China’s military, the strategic importance of a $14 billion arms package for Taiwan, and the potential for a no-fly zone over Iran to protect global oil supplies.

Jonathan is portfolio manager at Capitalistpig Asset Management. He makes the case for the “new” balanced portfolio, urging investors to look beyond big-cap tech and move toward more conservative, age-appropriate asset allocations. He also shares critical trading tactics, including why you should never “double down” on a losing stock and how to build a solid financial foundation in an era of sticky inflation.

Relevant tickers for this podcast include: (EPOL) (EWJ) (EWT) (FXI) (QQQ) (SOXX) (TLT) (UDN) (USO) and (SPY).