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 in the episode 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

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

Show Notes

FEG Episode page

Indus Capital

Berkshire Hathaway 2024 Annual Letter

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

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.