This week on episode 514, we share a conversation between Howard Smith of Indus Capital and Greg Dowling of FEG Investment Advisors on why Japan could surprise investors over the next decade with strong investment returns. David introduces the episode by sharing his key takeaways from the discussion.FEG Investment Advisor is David's former institutional advisory firm, where he worked for 17 years, before founding Money for the Rest of Us. Greg Dowling is Chief Investment Officer of FEG, and David's former business partner and colleague.Topics covered in the episode include:<ul><li>The false narrative that Japan is a difficult place to invest with subpar returns</li><li>Why Japan's national debt problem is not as worrisome as the U.S. national debt</li><li>Why the Japanese yen is tremendously undervalued</li><li>How Japan's corporate governance has improved</li><li>Opportunities in Japanese technology industries</li></ul>Insiders Guide Email NewsletterGet our&nbsp;<a href="https://moneyfortherestofus.com/insiders-guide/" rel="noopener noreferrer" target="_blank">free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter</a>Our Premium Products<a href="https://assetcamp.com/" rel="noopener noreferrer" target="_blank">Asset Camp</a><a href="https://moneyfortherestofus.com/hub/" rel="noopener noreferrer" target="_blank">Money for the Rest of Us Plus</a>Show Notes<a href="https://www.feg.com/insight-bridge-podcast/does-the-sun-rise-again" rel="noopener noreferrer" target="_blank">FEG Episode page</a><a href="https://www.induscap.com/" rel="noopener noreferrer" target="_blank">Indus Capital</a><a href="https://www.berkshirehathaway.com/letters/2024ltr.pdf" rel="noopener noreferrer" target="_blank">Berkshire Hathaway 2024 Annual Letter</a>Related Episodes<a href="https://moneyfortherestofus.com/468-japans-34-year-market-underperformance/" rel="noopener noreferrer" target="_blank">468: Lessons from Japan’s 34 Years of Stock Market Underperformance</a><a href="https://moneyfortherestofus.com/235-home-prices-always-declined/" rel="noopener noreferrer" target="_blank">235: What If Home Prices Always Declined</a><a href="https://moneyfortherestofus.com/178-japan-impact-shrinking-population/" rel="noopener noreferrer" target="_blank">178: Japan and the Impact of A Shrinking Population</a>See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

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