Artwork

محتوای ارائه شده توسط Stig Brodersen and The Investor's Podcast Network. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Stig Brodersen and The Investor's Podcast Network یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
Player FM - برنامه پادکست
با برنامه Player FM !

RWH040: Go Global w/ Laura Geritz

2:03:50
 
اشتراک گذاری
 

Manage episode 396576875 series 1394353
محتوای ارائه شده توسط Stig Brodersen and The Investor's Podcast Network. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Stig Brodersen and The Investor's Podcast Network یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

In this episode, William Green chats with Laura Geritz, founder of Rondure Global Advisors, which scours the globe in search of high-quality companies trading at attractive prices in places like India, China, Japan, Thailand, Taiwan, Turkey, Brazil, & Mexico. Here, Laura makes the case for allocating more money to undervalued stocks outside the US. She also discusses her unusual lifestyle, which is built around relentless travel, voracious reading, & abundant time to think.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

08:15 - How Laura Geritz earned the nickname “Money Bags.”

09:41 - How she broke into the investment industry by living in Japan.

12:55 - How she was shaped by the frugal, unflashy culture of rural Kansas.

22:57 - What she learned from her mentor & partner, Robert Gardiner.

30:14 - Why so many talented women quit the investment business.

36:54 - Why she believes many investors are taking too much risk.

38:56 - Why foreign stocks may be overdue for a powerful rebound.

41:20 - How she weighs the risks & rewards of Chinese stocks.

52:26 - How she screens 70,000 stocks to identify great businesses.

1:03:36 - What foreign investors don’t understand about Japanese companies.

1:11:51 - How to become a continuous learning machine.

1:25:38 - How Laura handles adversity when her investing style is out of favor.

1:32:06 - Why she maintains a remarkably uncluttered calendar.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?


SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

880 قسمت

Artwork
iconاشتراک گذاری
 
Manage episode 396576875 series 1394353
محتوای ارائه شده توسط Stig Brodersen and The Investor's Podcast Network. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Stig Brodersen and The Investor's Podcast Network یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

In this episode, William Green chats with Laura Geritz, founder of Rondure Global Advisors, which scours the globe in search of high-quality companies trading at attractive prices in places like India, China, Japan, Thailand, Taiwan, Turkey, Brazil, & Mexico. Here, Laura makes the case for allocating more money to undervalued stocks outside the US. She also discusses her unusual lifestyle, which is built around relentless travel, voracious reading, & abundant time to think.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

08:15 - How Laura Geritz earned the nickname “Money Bags.”

09:41 - How she broke into the investment industry by living in Japan.

12:55 - How she was shaped by the frugal, unflashy culture of rural Kansas.

22:57 - What she learned from her mentor & partner, Robert Gardiner.

30:14 - Why so many talented women quit the investment business.

36:54 - Why she believes many investors are taking too much risk.

38:56 - Why foreign stocks may be overdue for a powerful rebound.

41:20 - How she weighs the risks & rewards of Chinese stocks.

52:26 - How she screens 70,000 stocks to identify great businesses.

1:03:36 - What foreign investors don’t understand about Japanese companies.

1:11:51 - How to become a continuous learning machine.

1:25:38 - How Laura handles adversity when her investing style is out of favor.

1:32:06 - Why she maintains a remarkably uncluttered calendar.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?


SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

880 قسمت

Semua episod

×
 
Loading …

به Player FM خوش آمدید!

Player FM در سراسر وب را برای یافتن پادکست های با کیفیت اسکن می کند تا همین الان لذت ببرید. این بهترین برنامه ی پادکست است که در اندروید، آیفون و وب کار می کند. ثبت نام کنید تا اشتراک های شما در بین دستگاه های مختلف همگام سازی شود.

 

راهنمای مرجع سریع