Comments
Transcript
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SSWe’ll see if Japan’s decisions over the last 20 years were “always wrong”. Maybe they didn’t have a lot of GDP growth but they have a stable society. More than we can say in the US.
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PFThis is one of the most important, consequential conversations in the whole archive. As illuminating as it is depressing.
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PGFantastic!
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JFHi all, Andrew wanted me to share the following with you: http://www.thegreatstory.org/glubb.pdf It's "The Fate of Empires and Search for Survival" by Sir John Glubb
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GLDoesl Vision still cover gold? Have not heard much about the shiny stuff for a while. Seems RV is all in on Cyrptos. My dear friends!
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CBGreat all round interview.
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RBExcellent. Best way to invest in his fund? One question to explore further is the quad v china's military rise, with japan being at the centre of this new cold war. How does a re;armed japan do so much business with China? the australian example is apro po? Could hurt tourism, export of japanese high end products etc to china?
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TTNice interview, please have an update next year.
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SBWhat about for example Ishares japan? Or are they disproportionally in the wrong sectors/companies?
Chapters
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Why Japan?
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Active vs. Passive
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Specific Stocks and Investment Strategies
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When Warren Buffet and Andrew McDermott discussed Japan
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Hitachi, General Electric, and Intel: A Case Study in Capital Management
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Why Do Some American Companies Keep So Little Cash on Their Balance Sheet?
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Andrew's Journey in Finance
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Summing up: Thoughts on China and Japan