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RWH040: Go Global w/ Laura Geritz

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Podcast by The Investor’s Podcast Network
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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.

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