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Why Japanese Stocks Could Outperform with Howard Smith - FEG Insight Bridge
Manage episode 469830174 series 3234219
This week on episode 514, we share a conversation between Howard Smith of Indus Capital and Greg Dowling of FEG Investment Advisors on why Japan could surprise investors over the next decade with strong investment returns. David introduces the episode by sharing his key takeaways from the discussion.
FEG Investment Advisor is David's former institutional advisory firm, where he worked for 17 years, before founding Money for the Rest of Us. Greg Dowling is Chief Investment Officer of FEG, and David's former business partner and colleague.
Topics covered in the episode include:
- The false narrative that Japan is a difficult place to invest with subpar returns
- Why Japan's national debt problem is not as worrisome as the U.S. national debt
- Why the Japanese yen is tremendously undervalued
- How Japan's corporate governance has improved
- Opportunities in Japanese technology industries
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Show Notes
Berkshire Hathaway 2024 Annual Letter
Related Episodes
468: Lessons from Japan’s 34 Years of Stock Market Underperformance
235: What If Home Prices Always Declined
178: Japan and the Impact of A Shrinking Population
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
537 episodes
Manage episode 469830174 series 3234219
This week on episode 514, we share a conversation between Howard Smith of Indus Capital and Greg Dowling of FEG Investment Advisors on why Japan could surprise investors over the next decade with strong investment returns. David introduces the episode by sharing his key takeaways from the discussion.
FEG Investment Advisor is David's former institutional advisory firm, where he worked for 17 years, before founding Money for the Rest of Us. Greg Dowling is Chief Investment Officer of FEG, and David's former business partner and colleague.
Topics covered in the episode include:
- The false narrative that Japan is a difficult place to invest with subpar returns
- Why Japan's national debt problem is not as worrisome as the U.S. national debt
- Why the Japanese yen is tremendously undervalued
- How Japan's corporate governance has improved
- Opportunities in Japanese technology industries
Insiders Guide Email Newsletter
Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter
Our Premium Products
Show Notes
Berkshire Hathaway 2024 Annual Letter
Related Episodes
468: Lessons from Japan’s 34 Years of Stock Market Underperformance
235: What If Home Prices Always Declined
178: Japan and the Impact of A Shrinking Population
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
537 episodes
All episodes
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