Japan with Robert Karas

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No fluff. Just ideas. By FatAlpha

FATALPHA LTD

18 episodes

1 month ago

No fluff, just ideas. Sophocles and his guests discuss interesting stock ideas from around the world. The goal is to have meaningful discussions by getting into the numbers and better understanding the opportunity. Thank you for joining us. This podcast is being made available for educational purposes only and should not be used for any other purpose. The full disclaimer is at the end of each podcast episode. See the latest episodes: ⁠fatalpha.com/podcast⁠

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Japan with Robert Karas

No fluff. Just ideas. By FatAlpha

1 hour 6 minutes 28 seconds

5 months ago

Japan with Robert Karas

My guest is Robert Karas. Robert is CIO of Bank Gutmann and a CFA Charterholder. He shared his insights into Japan, where he sees real change and opportunity. In this podcast, we talk about 2 stocks he finds interesting, as well as the Bank Gutmann process and asset allocation.

Robert is one of the top finance influencers on LinkedIn worldwide. You can check out his profile and daily posts here and subscribe to his free newsletter here.

For a short intro on 2 companies discussed and many more stock ideas, subscribe both here and at my free Substack - ⁠https://fatalpha.substack.com

To check out the investor events I've been organising see https://fatalphavalue.com