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 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
Show Notes
Does the Sun Rise Again? with Howard Smith—F.E.G.
To the Shareholders of Berkshire Hathaway Inc., February 22nd, 2025—Berkshire Hathaway
Episode Sponsors
Become a Better Investor With Our Investing Checklist
Become a Better Investor With Our Investing Checklist
Master successful investing with our Checklist and get expert weekly insights to help you build your wealth with confidence.
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
Transcript
Coming Soon
As a Money For the Rest of Us Plus member, you are able to listen to the podcast in an ad-free format and have access to the written transcript for each week’s episode. For listeners with hearing or other impairments that would like access to transcripts please send an email to team@moneyfortherestofus.com Learn More About Plus Membership »
