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Ken Cao As a Guest Speaker on Lei's Real Talk

Ken Cao interviewed by Channels Television On Why China’s Investments In Africa Are Not Sustainable

Shaping Public Discourse

Ken Cao Interviewed and Quoted by MIT Technology Review on The Danger of Chinese EV Industry

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Ken Cao

Hedge Fund Founder | Portfolio Manager | YouTube Commentator | Newsletter Author

Ken is the portfolio manager of the YCC International Value Fund, LP, a hedge fund positioned to capitalize on China’s economic unraveling and the global restructuring of supply chains. He runs the fast-growing KenCaoMacroLens YouTube channel, where he explains complex economic and geopolitical shifts for investors, policymakers, and the broader public. He also authors The China Crash Newsletter, covering China’s decline, the rise of Japan and Taiwan, and the forces reshaping Asia.

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