My guest is Robert Karas. Robert is CIO of Bank Gutmann and a CFA Charterholder. He shared his insights into Japan, where he sees real change and opportunity. In this podcast, we talk about 2 stocks he finds interesting, as well as the Bank Gutmann process and asset allocation.

Robert is one of the top finance influencers on LinkedIn worldwide. You can check out his profile and daily posts here and subscribe to his free newsletter here.

For a short intro on 2 companies discussed and many more stock ideas, subscribe both here and at my free Substack - ⁠https://fatalpha.substack.com

To check out the investor events I've been organising see https://fatalphavalue.com