"Capitalizing on Japan" with David Salem & Andrew McDermott
Hedgeye Podcasts
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The China Factor
Buffett's approach which is completely agnostic to region and totally focused on preservation of capital first and growth of it we can learn a lot from that. For every China allocation that happened just because of the way that the our crazy industry works somebody had to kill a Japan guy you know he's usually a guy. The same dynamic was at play in Berkshire's annual meeting where he was very clear on and we can go back to I think the second or third slide up here slide nine I feel better about the capital we've deployed in Japan than Taiwan.
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