Ben Inker, Co-head of asset allocation at GMO, shares his insights on contrarian investing, drawing from his experiences influenced by mentors like Jeremy Grantham. He and Greg Dowling, CIO at FEG Investment Advisors, delve into the significance of deep value stocks in today's market. They discuss the challenges posed by the rise of passive investing and the concentration risks in large-cap tech stocks. Together, they explore emerging opportunities in underappreciated sectors, like Japanese small caps, offering valuable perspectives for savvy investors.

Howard Smith, a veteran in Japanese investments and Partner at Indus Capital, joins Greg Dowling, Chief Investment Officer at FEG Investment Advisors, to discuss why Japan may surprise investors in the coming decade. They debunk myths surrounding Japan's investment climate, focusing on the undervalued yen and improving corporate governance. The conversation highlights booming opportunities in tech and addresses fiscal sustainability amid Japan's debt. Cultural nuances and economic history enrich their insights, making Japan a captivating investment destination.