Best Idea Show - Jeremy Schwartz, Jesper Koll, WisdomTree - Japan Is Trading At The Lowest Valuation In 30 Years | #256

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 16 October 2020

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In our inaugural ‘what’s your best idea’ episode, we welcome our guests, Jeremy Schwartz, WisdomTree’s Executive Vice President and Head of Global Research, and Jesper Koll, Senior Advisor to WisdomTree. In today’s episode we’re covering their best idea: Japanese stocks. We get a bit of history on Japan’s past boom and bust cycle and the way it has shaped attitudes toward risk and investing in the country. We talk about Japan’s corporate culture, and how it has changed over the years. We discuss the opportunity the Japanese stock market represents on the basis of fundamentals as the stock market now trades at the lowest valuation in 30 years, and what it’s going to take to get the market moving. We even get into the recent positions Warren Buffett has taken in a few Japanese firms. All this and more in this special best ideas episode with WisdomTree’s Jeremy Schwartz and Jesper Koll. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Met Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did it industry regulations, he will not discuss any of Cambry's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of
0:31.2	Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:35.6	Hey podcast friends. Today we are introducing a inaugural episode special segment of the
0:46.1	podcast called what's your best idea we're gonna dig in deep with our guests to
0:51.6	talk about their best investment ideas right now.
0:55.0	They're going to give you a front row seat to the research and thinking on a singular idea or concept,
1:01.0	as well as their take on some fresh actionable ideas.
1:05.0	Today's guests are two of Wisdom Tree's brightest minds.
1:09.0	One serves as his Executive Vice President
1:11.0	Head of Global Research and as a podcast alum and the other as head of Japan.
1:16.0	In today's episode we're covering their best idea, Japanese stocks.
1:22.0	We get a bit of history on Japan's past boom and bus cycle and the way it has shaped attitudes towards risk and investing in the country.
1:29.0	We talk about Japan's corporate culture and how it has evolved over the years. We discuss the opportunity
1:34.1	the Japanese stock market represents on the basis of fundamentals as the stock market now
1:38.6	trades at one of the lowest valuations of the past three decades. And what's it going to take to get that market moving?
	...

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