"Capitalizing on Japan" with David Salem & Andrew McDermott
Hedgeye Podcasts
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The Teaching Role of Japan in the Asset Allocation World
i think that when we step back at the asset allocation world and we look at our elite universities who regard japanese managers with with apathy bordering on contempt i think we really need to to look at what these companies have done for us. If you believe in resurgence of american manufacturing invest in japanese companies if you believe in primacy of china invest in u.s private equity because that's where they've sent the jobsYeah i mean you said earlier kind of jokingly that china guy had to kill the japan guy to get the capital right in the backing and i think that's been largely true in in academia in the united states over the as both a trustee
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