"Capitalizing on Japan" with David Salem & Andrew McDermott
Hedgeye Podcasts
Hedge-Eye: The Macro Show
Keith McCollum: Buffett had a clear investment allocation policy and he just waited until the fat pitch came. He did not let what other people thought get in the way of Berkshire Hathaway's decision-making process. Andrew Keen: There are just six stocks on his balance sheet from a universe of stocks in Japan that's actually larger than our own, which I'd like to have you speak to. And maybe more importantly for the audience Andrew, how has sort of some elements of corporate Japan, what used to be called Japan Inc, evolved over time so that individual companies, as we said earlier, are now clearing your bar as well as Berkshire.
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