Hedgeye's Managing Director of Capital Allocation David Salem is hosting a live investing webcast with Andrew McDermott, Founder and President of Mission Value Partners at 1:00pm ET on Tuesday, July 11. This conversation is free to watch and available on-demand if you are unable to watch live.
"Capitalizing on Japan" will provide a deep dive into various reasons why we are bullish on Japanese markets.
CLICK HERE to access Andrew's slide presentation.
No matter where you look in the U.S. economy, signs of a #Quad4 recession are evident. As most American investors pile into the perceived safety of mega-cap Tech stocks, overseas markets like Japan remain overlooked and full of potential.
"Long Japan" was one of Hedgeye's 3Q 2023 Macro Themes for a reason. In May and June, Japan's Nikkei Index increased nearly 9%. Among all developed economies, Japan's yield spread is the most positively sloped.
McDermott has decades of experience managing portfolios, with a primary focus on Japanese public equities.
Tune in to this complimentary webcast live at 1:00pm ET July 11 to hear this insightful duo's bullish case.
WANT MORE FROM DAVID SALEM? STAY TUNED
Hedgeye's new Capital Allocation product is in the works, with David Salem leading the charge. While hosting The Macro Show, Hedgeye's Managing Director of Capital Allocation gave a sneak peek at the actionable data/guidance he will provide subscribers later this year.
Check out the following clips:
Capital Allocation Pro: Private Market Research for the Masses
The Manic-Depressive Tendencies Of U.S. Stocks
Ready to receive more insights like this when Capital Allocation goes live? Email support@hedgeye.com to sign up.
