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TIP565: Why Buffett is Doubling Down on Japan w/ Dan Rasmussen
We Study Billionaires - The Investor’s Podcast Network
The Importance of Long Term Investments
I'm curious if there are any other countries you believe offer really attractive valuation levels relative to the US. I think all developed XUS markets. Europe and Japan all look really, really cheap Relative to the US but cheapness isn't alone. Cheapness over the long term is a thesis, but in order to sort of drive immediate asset allocation, you probably need something more.
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