Money For the Rest of Us

Why Japanese Stocks Could Outperform with Howard Smith - FEG Insight Bridge


Listen Later

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.

...more
View all episodesView all episodes
Download on the App Store

Money For the Rest of UsBy J. David Stein

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

1,316 ratings


More shows like Money For the Rest of Us

View all
Investing Insights by Morningstar

Investing Insights

485 Listeners

Motley Fool Money by The Motley Fool

Motley Fool Money

3,203 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

436 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

752 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,951 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

724 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,298 Listeners

Radical Personal Finance by Joshua Sheats

Radical Personal Finance

1,874 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

550 Listeners

The NewRetirement Podcast by Steve Chen

The NewRetirement Podcast

189 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

578 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

431 Listeners

The Long View by Morningstar

The Long View

850 Listeners

Sound Investing by Paul Merriman

Sound Investing

327 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

149 Listeners