Bubble Market In U.S., Dalton Investments' Ong Says

The video discusses the potential risks of a market bubble, comparing current conditions to past bubbles. It highlights the rise of day trading and the influence of figures like David Portnoy. The speaker contrasts Portnoy's approach with Warren Buffett's, emphasizing long-term value investing. Opportunities in undervalued Asian markets, particularly Japan, are explored. The impact of US-China decoupling on tech investments is considered. The video concludes with a focus on assessing intrinsic company value for investment decisions.

What is the significance of the term 'decoupling' in the context of US-China relations?

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How does the speaker suggest investors should approach valuations?

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What specific example does the speaker provide to illustrate a good investment opportunity?

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