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

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Berkshire Hathaway 2024 Annual Letter

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The Business Reinvention of Japan

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