Why Buffett is Doubling Down on Japan w/ Dan Rasmussen (TIP565)
发布时间 2023-07-15 23:45:00 来源
摘要
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Clay chats with Dan Rasmussen about why Japanese equities offer some of the most attractive valuations in the market today, how stretched growth stock valuations are relative to value and much more.
Dan is the Founder and Portfolio Manager of Verdad, which is a global asset management firm that strives to achieve the highest risk-adjusted returns possible through rigorous research and its practical application.
▶️ RELATED EPISODES:
- Microcap Investing Masterclass & Finding 'Lightning in a Bottle' w/ Ian Cassel: https://youtu.be/6OLSQzrwQeI
- Value Investing Checklist & Philosophy | Warren Buffett Investment Strategy: https://youtu.be/vD2JIWO0osQ
IN THIS EPISODE, YOU’LL LEARN:
- Contrarian views of the market Dan holds relative to the rest of the market.
- Why the US is overvalued relative to international stocks.
- Historically, how undervalued value indices are.
- Why Dan is bullish on Japan.
- The value mandate that Japan put in place to try and juice stock market valuations.
- What’s keeping investors away from Japan’s stock market.
- What the financial accelerator is and how it relates to the 2023 banking crisis.
- How equity markets tend to behave after a Fed pause.
- How high-interest rates are affecting corporate earnings.
- Dan’s views on the Chaos Kings and their strategy of Crisis Investing.
- How Verdad’s portfolios are positioned today.
- Dan’s views on Japan’s policy of yield curve control.
- What technologies excite Dan in creating a better society for the future.
🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/episodes/why-buffett-is-doubling-down-on-japan/
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On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market.
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