Mark Holowesko, Founding Partner and CEO of Holowesko Partners, shares insights on value investing amidst global economic shifts. He highlights concerns over government debt's impact on inflation and interest rates. The conversation delves into the recent resurgence of value investing and promising opportunities, especially in the UK and Japan. Holowesko also discusses the role of gold in investment portfolios and navigates the complexities of investing in China, emphasizing a nuanced approach to risk assessment in today's market landscape.