The Meb Faber Show
Welcome to The Meb Faber Show, where the focus is on helping you grow and preserve your wealth. Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. Better investing starts here.
Best Idea Show - Jeremy Schwartz, Jesper Koll, WisdomTree - Japan Is Trading At The Lowest Valuation In 30 Years | #256
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.
Key Points
- Japanese stocks present a compelling investment opportunity due to their low valuations, which are at a 30-year low, and the market’s potential for growth as it trades at significant discounts compared to other major markets.
- Warren Buffett's investment in five Japanese trading companies highlights the value found within Japan's market, with these firms offering high dividend yields and acting as a hedge against inflation while benefiting from the US-China technology tensions.
- Corporate culture in Japan has evolved, with a focus on increasing shareholder value through improved corporate governance, higher dividends, and share buybacks, making Japanese companies more attractive to investors.
Follow Jeremy: Website; Jeremy’s Blog
Follow Jesper: Website; Jesper’s Blog
Resources: Fund Comparison Tool Jeremy's appearance on the podcast in October 2016
Chapters
| 0:00 | |
| 1:06 | |
| 1:22 | |
| 14:25 | |
| 16:23 | |
| 21:50 | |
| 28:06 | |
| 33:40 | |
| 37:28 | |
| 41:05 | |
| 43:36 |
Transcript
Loading transcript...
- / -