Hedgeye Podcasts

"Capitalizing on Japan" with David Salem & Andrew McDermott

Jul 11, 2023

01:02:47

AI Chapters

Episode notes

Introduction

5min

The Longest Udaloop I've Ever Had With Warren Buffett

2min

Warren Buffett's Investing Approach in Japan

3min

Hedge-Eye: The Macro Show

4min

Buffett's Choice to Buy a Company in Transition

6min

The Decline of Cross-Holdings in Japan Inc

2min

The Rise of Buybacks in the Stock Exchange Index

3min

The Paradox of Nuclear Power in the US

4min

The China Factor

2min

10.

The Importance of Cap Allocation in the Investment Industry

2min

11.

The Threat of Manufacturing in the United States

2min

12.

The Responsibility of Corporate Leaders

3min

13.

The Teaching Role of Japan in the Asset Allocation World

3min

14.

The Vedez Rule: It's Easier to Teach an Engineer Finance Than It Is to Teach a Financier Engineering

2min

15.

The Benefits of Operating With More Cash on Hand

2min

16.

The Bank of Japan's Quantitative Easing Easy Money

3min

17.

The Importance of Asset Price Levitation in Japan

3min

18.

The Importance of Fee Structures in Money Management

2min

19.

The Future of ESG Investment Strategies

3min

20.

The Gpif and the Japanese Retirement Liabilities

2min

21.

The Impact of JGBS on Japan's Earnings Profile

2min

22.

The Behavior Tendencies of Major Allocators

2min

23.

The Importance of Being Resilient

2min

24.

Hedge I's Annual Report on the Value of Investments in Japan

2min

Hedgeye's Managing Director of Capital Allocation David Salem sits down with Andrew McDermott, Founder and President of Mission Value Partners, for a live investing webcast.

"Capitalizing on Japan" will provide a deep dive into various reasons why we are bullish on Japanese markets.

Visit Hedgeye.com for more great investing content.

WANT MORE FROM DAVID SALEM? STAY TUNED

Hedgeye's new Capital Allocation product is in the works, with David Salem leading the charge. While hosting The Macro Show, Hedgeye's Managing Director of Capital Allocation gave a sneak peek at the actionable data/guidance he will provide subscribers later this year.

Check out the following clips:

Capital Allocation Pro: Private Market Research for the Masses

The Manic-Depressive Tendencies Of U.S. Stocks

Ready to receive more insights like this when Capital Allocation goes live? Email support@hedgeye.com to sign up.