Peter Spiller on Value Investing, Navigating Inflation and Delivering 15% Annual Returns
Macro Hive Conversations With Bilal Hafeez
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The Best Investment Advice I've Ever Received From Anyone
When things are really good value, somehow the problems don't seem to be quite as bad as when they're rather rich. And so I'm very struck by the fact that Japanese wages are very comparable to Southeast Asia at this exchange rate. For the first time in a very long time, we've been buying some yen,. We believe the yen to be extraordinarily cheap and not without problems of its end. It's an advice for life, but I think powerfully applies to investment as well.
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