Webinar: What can the trade war teach us about the risk of AI
Tuesday 09 September 2025 | 17:00 - 18:00 | Webinar
Automation and trade tensions may seem worlds apart - but both reflect a deeper economic reordering of labour and capital in the pursuit of efficiency.
In this thought-provoking session, Jason Hsu, PhD, Founder and CIO of Rayliant, draws parallels between the dynamics of the U.S.- China trade conflict and the disruptive potential of artificial intelligence. Drawing from macroeconomic trends and capital markets insights, he reframes automation and trade imbalances as mechanisms for accessing “cheap labour” - first across borders, now through machines.
Key Themes:
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The economic logic linking globalisation and automation
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AI’s role in reshaping value creation, labour markets, and capital distribution
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Policy and portfolio risks as economies adapt to systemic change
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Implications for investors navigating long-horizon structural shifts
Who Should Attend:
Investment professionals, asset allocators, economists, and CFA charterholders interested in long-term capital allocation and macro-level risk.
Speaker:
Jason Hsu, PhD, Founder and CIO of Rayliant
Timings
Registration: 16:55
Event: 17:00 - 18:00
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