YINN

YANG

<p>Anthony Bolton believes that almost all global markets are currently close to their peaks, while China is close to its lows. Therefore, investing in China is the best choice for contrarian investing, and we are in the early stages of a new bull market in China; meanwhile, U.S. stock valuations are very high, and the U.S. stock market was already nearing the end of its upward journey when Trump took office</p>

- The discussion between Nicolai Tangen and Anthony Bolton focuses on the principles of contrarian investing, emphasizing the need for independent thinking and the ability to make decisions that may be unpopular.  
- Bolton identifies China as a prime contrarian investment opportunity, contrasting it with the high valuations in the U.S. market, which he believes is nearing its peak.  
- He argues that the effectiveness of contrarian investing stems from its rarity, as most investors tend to follow popular trends, leading to potential market bubbles.

Wallstreetcn

The thinking framework of the "father of contrarian investing": Dislikes the US stock market, prefers the Chinese stock market