
Raoul Pal: The Journey Man
Why This Billionaire Investor Thinks Value Investing is Back ft. Mark Holowesko
Mar 27, 2025
Mark Holowesko, Partner and CEO of Holowesko Partners, shares insights from his distinguished career, including his time with Sir John Templeton. He discusses the revival of value investing, stressing contrarian strategies amid shifting market dynamics. The conversation dives into navigating the complex Japanese stock market and the impact of rising interest rates on investments in sectors like robotics and renewable energy. They also explore the nuances of short selling and the importance of intrinsic value in today’s tech-focused landscape.
01:07:56
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Mark Holowesko's investment philosophy prioritizes intrinsic value and patient, long-term strategies over short-term market trends.
- The podcast highlights a potential resurgence of value investing as economic conditions shift towards normalized market liquidity and interest rates.
Deep dives
Bitwise: Leading Crypto Asset Management
Bitwise has established itself as a premier crypto asset manager with over 20 products designed to meet various investor needs. They are notable for managing more than $10 billion in client assets across the US and Europe, showcasing their substantial market presence. In addition to their product offerings, Bitwise actively contributes to the cryptocurrency ecosystem by donating 10% of their Bitcoin and Ethereum ETF profits to open source developers. Their commitment to transparency is highlighted by their initiative of being the first company to publish their Bitcoin ETF wallet address.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.