Raoul Pal: The Journey Man cover image

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

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.

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