#256 - Best Idea Show - Jeremy Schwartz, Jesper Koll, WisdomTree - Japan Is Trading At The Lowest Valuation In 30 Years
In our inaugural ‘what’s your best idea’ episode, we welcome our guests, Jeremy Schwartz, WisdomTree’s Executive Vice President and Head of Global Research, and Jesper Koll, Senior Advisor to WisdomTree.
In today’s episode we’re covering their best idea: Japanese stocks. We get a bit of history on Japan’s past boom and bust cycle and the way it has shaped attitudes toward risk and investing in the country. We talk about Japan’s corporate culture, and how it has changed over the years.
We discuss the opportunity the Japanese stock market represents on the basis of fundamentals as the stock market now trades at the lowest valuation in 30 years, and what it’s going to take to get the market moving. We even get into the recent positions Warren Buffett has taken in a few Japanese firms.
All this and more in this special best ideas episode with WisdomTree’s Jeremy Schwartz and Jesper Koll.
More episodes from The Meb Faber Show
#301 – Dr. Daniel Crosby, Orion Advisor Solutions – You Want The Best Anxiety Adjusted Returns
In episode 301, we welcome our guest, Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, where he helps organizations understand …
#300 – Best Idea Show – Geoffrey Batt, Euphrates Advisors – You Get Used To The Terrorism Problem And You Just Start To Focus On The Companies
In episode 300, we welcome our guest, Geoffrey Batt, managing partner and founder of the Euphrates Advisors, where he invests in Iraqi equities. In today's episode, we're covering …
#299 – Sundeep Ahuja, Climate Capital - Earth Is A Big Ship And It’s Going To Take A While For Us To Turn This Ship Around
In episode 299, we welcome our guest, Sundeep Ahuja, a three-time founder-turned-investor, who's currently a General Partner at Duro Ventures, Climate Capital, and DVC. In today’s episode, …
#298 – Boris Wertz, Version One - I Really Think About The Next Decade As A Golden Decade For Technology
In episode 298, we welcome our guest, Boris Wertz, the founding partner of Version One, an early-stage venture capital firm focused on backing mission-driven founders. In today’s episode, …
#297 – Tim Ranzetta, Next Gen Personal Finance - Every Student Wants To Learn About Money
In episode 297, we welcome our guest, Tim Ranzetta, co-founder of Next Gen Personal Finance, a non-profit organization working to increase access to financial education by providing its …
#296 - Jason Hsu, Rayliant Global Advisors - As Investors, We’re Always Looking For Uncorrelated Sources Of Return
In episode 296, we welcome our guest, Jason Hsu, founder and chairman of Rayliant Global Advisors. In today’s episode, we get an update from Jason on the Chinese stock market and hear …
How you can listen to this podcast
You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.