Brexit Portfolio: Preparing for the Vote

The transcript discusses investment strategies in light of Brexit, focusing on small caps in the US, Europe, and Japan. It covers currency hedging challenges, particularly with the pound and yen, and highlights Japan's market as undervalued. The conversation also touches on political turmoil's impact on market perception and the difficulty in pricing such risks.

What is the speaker's perspective on the valuation of Japanese equities?

What are the implications of political turmoil on financial market pricing according to the speaker?