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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. BOOKS AND RESOURCES Laura Geritz's investment firm, Rondure Global Advisors. Graham Greene's book The Quiet American. Yasunari Kawabata's book Snow Country. Michael Pollan's book A Place of My Own. Rolf Potts' book Vagabonding. Pico Iyer's book The Half-Known Life. William Green's podcast interview with Pico Iyer | YouTube Video. William Green's book, “Richer, Wiser, Happier” – read the reviews of this book. Follow William Green on X (AKA Twitter). Check out all the books mentioned and discussed in our podcast episodes here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Linkedin Marketing Solutions NetSuite Fidelity Shopify Toyota TurboTax Babbel American Express Business Gold Card Fundrise Vacasa HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices
Laura Geritz, founder and portfolio manager at Rondure Global Advisors, says that deglobalization of markets is making it more important than ever that investors pick great stocks at reasonable prices, focusing more on the company-by-company picture than looking at the macro outlook. Another part of that change in mindset is that investors might want to sell into the market's rally, which has been driving up prices of riskier assets, rather than looking at every downturn as a chance to try to buy the next rebound. In a wide-ranging interview, Geritz also makes a case for China's stock market -- which she calls "out-of-sync with the rest of the world" -- being poised for a big recovery while the rest of the globe struggles through inflation problems. Also on the show, David Trainer of New Constructs puts Door Dash in "The Danger Zone" and explains why he believes the stock has a lot further to fall, Barry Metzger of Charles Schwab discusses the firm's latest survey of active traders and how its clients are reacting to shifting market conditions but prolonged inflation, and Chris Mack of Harding Loevner Global Equity fund talks stocks in the Market Call.
Kathy Geritz, film curator at Berkeley Art Museum/Pacific Film Archive, discusses the films of Senegalese director Djibril Diop Mambety with host Richard Wolinsky. A series of films by and about the director run from Friday, January 21st through Sunday February 6th. Djibril Diop Mambety (1945-1998) directed two features, Touki Bouki and Hyenas, and a handful of short subjects, but despite his limited output, his singular style and bold looks at Senegalese life and the divisions between wealthy and poor, and the legacy of colonialism make him a major figure in world cinema and, of course, African cinema. These films, plus documentaries about the life and work of Mambety, are being shown on different nights at BAM/PFA. Touki Bouki and his first short, Contras City, can be found on the Criterion app. Hyenas, two of his shorts, Le Franc and The Little Girl Who Sold The Sun, along with a documentary, A Thousand Suns, are on the free Kanopy app from local libraries. A look at the making of Touki Bouki, The Prince of Colobane, is available on YouTube. Mambety Wikipedia page. Cover photo from Touki Bouki. The post Kathy Geritz: The films of Djibril Diop Mambety appeared first on KPFA.
Laura Geritz, chief executive officer at Rondure Global Advisors, says that she thinks the domestic stock market rally is late in its current cycle with inflation no longer feeling transitory, noting that she now believes it will take a significant interest rate hike of 1 percent or more to slow growth, but not ruling that kind of move out in the face of rising inflation. Geritz worries that China currently reminds her of Japan in the 1980s, building a bubble around real estate, which she says will have to be deflated carefully so that it doesn't crater global markets. Tom Lydon from ETF Trends.com also covers emerging markets with his pick for ETF of the Week, making a case to go off-trend and go bottom-fishing with high-yield foreign debt. Also on the show, Simon Zhen of MyBankTracker.com discusses how many people plan to spend more time doing holiday shopping than they spend managing their money, and Stephen Luongo of AIR Asset Management talks alternative investments into life settlements, and how they're not the shady worrisome product some people associate with old AM-radio ads.
SOTU (Sounds of the Underground) is an annual alternative music festival in Amsterdam. SOTU has a "passion for genre bending sound and performances". This results in a broad festival program – you can listen to noise, punk, folk, improv, rave, avant-garde and electronics.The festival celebrated its 10-year anniversary in 2021, and this edition was completely online due to Covid-19.My contribution was streamed from my living room. I hope you enjoy it.
Rick Geritz , CEO & Founder of LifeJourney was Interviewed LIVE on "The Traders Network” hosted by David Nelson at the NYGLD Global Leaders Dialogue Event. It was held at the Harvard Club on July 24, 2016. Interview featured on iHeart Radio and equities.com. To inquire about being a guest on this show or others: Matthew Bird CommPro Worldwide C: +1 (646) 401-4499 E: matt@commpro.com W: www.commpro.com Visit: http://tradersnetworkshow.com for more details about the show.
At a time when emerging markets investments look particularly promising, Laura Geritz of Rondure Global Advisors says that India is the country where she finds the best opportunities, while China is the market that she finds more troubling. Geritz discusses how the global pandemic -- which has curtailed the brutal travel schedule she keeps, normally spending about three-quarters of the year on the road -- has changed but also improved the investment research process, and why it has created opportunities for small companies around the globe. Also on the show, Tom Lydon of ETFTrends.com makes a classic financial-sector fund his ETF of the Week, and James Abate of the Centre Fuds and Centre American Select Equity covers large-cap domestic stocks in the Market Call.
Drone based on old material made for a stage play back in 2004. (© 2020 Th. Geritz)
Laura Geritz, chief executive officer at Rondure Global Advisors, says that the U.S. and China are holding up the world economy with their spending during the coronavirus pandemic, but she cautions that if those economies falter -- and they have little room to expand spending -- it will be hard to find stocks to buy there. She prefers countries with no reserve currency now, nations where she finds that the consumer has controlled their 'animal spirits' and there is room to grow spending, noting that most emerging markets but China qualify as having growth potential even amid slowing growth worldwide. Also on the show, Sarah Berger, writer at MagnifyMoney.com discusses how many consumers are already tapping retirement accounts to get through the viral economy, author Zachary D. Carter discusses 'The Price of Peace: Money, Democracy, and the Life of John Maynard Keynes,' and Chuck answers a question from an audience member on how to prioritize withdrawals from savings.
The rumors are true, people are making money from their home just by playing video games. This week Todd Geritz, who is known on Twitch as GloopDawg, tells the Nicks how he's been able to build a giant community through a singing based video game. He makes tons of money for charity just by doing what he loves in the privacy of his own home. Folks, you're quarantined anyway, so might as well get out the Doritos and Mountain Dew, hand your little brother an unplugged controller, and learn how you can make money playing video games on the highly requested Twitch episode of Get Rich Nick! Check out Todd's Twitch: https://www.twitch.tv/gloopdawg [twitch.tv] Leave a voicemail for next week's episode: 518-600-1939 Join our Patreon and help us make this very expensive show even better. Some of these episodes cost hundreds of dollars to make and we almost never win a car: Patreon.com/GetRichNick [patreon.com] Follow these links for other ways to support the show! SoFi Money - Make two direct deposits or $500 or more - you get $75. https://www.sofi.com/invite/money?gcp=5585c694-f7d6-461d-a23a-8d3a8cedebec [sofi.com] Robinhood Join Robinhood and we'll both get a stock for free. http://join.robinhood.com/nicholt50
Laura Geritz, founder and president at Rondure Global Advisors, said the market and the economy are acting in unusual ways, noting that the disconnect between growth and value is oversized, citing concerns about the actions of central banks in lowering rates even as economic activity seems to be growing and more, but she noted that the market is likely to continue pushing higher because investors seem willing to ignore most concerning trends, at least for now. Also on the show, Jimmy Hausberg and Michael Policar of HighTower Advisors discuss risk tolerance and asset allocation changes in current markets, Paula Fleming of the Better Business Bureaus discusses a new scam centered on travel site Expedia.com, and author Agustin Lebron talks about 'The Laws of Trading."
Auch in der 20. Folge des mindsnacks haben wir einen internen Trainer zu Gast: Rainer Geritz ist beratender Jurist bei Axel Springer und Spezialist für das Äußerungsrecht. Darf die Scheidung von Anke Engelke öffentlich begleitet werden? Dürfen Fotos von Christian und Bettina Wulff beim Einkaufen abgebildet werden? Und was bedeutet eigentlich der Freiheitsbegriff in Zeiten von Social Media & Co.? All dies sind Fragen, die Rainer in seinem Presserechts Training insbesondere Mitarbeitern der Redaktionen in praktischen Cases näher bringt. Welchen Fallstricken er sich darüber hinaus gegenüber sieht, erfahrt ihr im aktuellen mindsnack. 00:01-07:23 Rainers Werdegang: Von der Verlagsgruppe Milchstraße zu Axel Springer 07:23-11:35 Darf man Scheidungen öffentlich begleiten und Straftäter bei ihrer Entlassung zeigen? 11:35-13:57 Der Arbeitsalltag eines beratenden Juristen: Wieso Geschwindigkeit so wichtig ist 13:57-18:04 Wie arbeiten Journalisten und Juristen zusammen? 18:04-24:41 "We empower free decisions": Der Freiheitsbegriff von Axel Springer in Zeiten von Social Media & Co. 24:41-28:09 Keine juristische Vorlesung, sondern praktische Tipps: Was erwartet Dich im Training zum Presserecht? 28:09-31:09 Case Studys im Training: Lena Meyer-Landruts Fotos und Christian und Bettina Wulffs Comeback 31:09-33:30 Wie lernt Rainer und was möchte er dieses Jahr noch lernen?
Guest Rick Geritz, the CEO and Founder of Life Journey, talks about how his company is employing scalable mentoring technologies to reach out to our youth and to build the Cyber Security Generation of professionals that are going to be responsible for securing our countries and our way of life. Geritz also talks about the massive amount of money pouring into the Cyber Security market and gives his take on whether or not this trend is going to continue through 2018. Also, Host George Rettas opens up the show by giving his take on the sense of urgency around building a strong cyber security defense in depth posture in America and announces Task Force 7 Technologies, a company aimed at being the premier Cyber Security Professional Network around the world.
A podcast exclusive episode. A seascaped drone of almost an hour.
An episode from the archive. The original piece, l'Alph art (1987), was a improvisation done with one monophonic analogue synthesizer (a Korg Sigma) and originally released on a compact cassette-album called Unique (1988) .This recording is one of two digitally reworked versions dating from 2008.
Guest Rick Geritz, the CEO and Founder of Life Journey, talks about how his company is employing scalable mentoring technologies to reach out to our youth and to build the Cyber Security Generation of professionals that are going to be responsible for securing our countries and our way of life. Geritz also talks about the massive amount of money pouring into the Cyber Security market and gives his take on whether or not this trend is going to continue through 2018. Also, Host George Rettas opens up the show by giving his take on the sense of urgency around building a strong cyber security defense in depth posture in America and announces Task Force 7 Technologies, a company aimed at being the premier Cyber Security Professional Network around the world.
This drone is made for one of my projects; The Freazzp society. The Freazzp society is collective making jazz with some rap, rock and electronics. This drone is made for my colleques as a basis for improvising.But I think it's kind of nice and very 'Einzelganger-like' on its own merits.Enjoy.
New music for new chances. I'm proud of this one.
Aflevering 1. Over Pokémon Go en andere games.
Recorded on April 29th 2016 during a huiskamerconcert (living room concert) organized and hosted by Radboud Mens in Rotterdam. I really enjoyed that evening.
An unanticipated and fast produced track that I did with the enthusiastic help of Nisa Asokan (EMPremix). Check out the original field recording that started this little project here on SoundCloud.com/EMPremix.
A phosphene is an entoptic phenomenon characterized by the experience of seeing light without light actually entering the eye.
Saudade is an improvise drone.Saudade is a Portuguese word which describes a deep emotional state of nostalgic longing for something that one was fond of and which is lost. It often carries a fatalist tone and a repressed knowledge that the object of longing might really never return.
I tend to dream to much and act to little. But this track was made pretty fast.
Oxymoron was produced using my very first keyboard that I bought somewhere around 1980. Switching it on again after decades provided me with some great noises and glitches. The voice was taken from an audio captcha. I like the atmosphere.
Dégénérés supérieurs is a medical term for people with great intelligence and mental capacity but with degenerated moral standards. You could say the medical term for the classic 'mad scientist'.
I made Chion-in because I got inspired by the recordings made by Ollie Hall (visit his site at http://www.binauraldiaries.co.uk/) in the Chion-in temple in Kyoto, Japan. I asked him if he objected to me using his recordings. Luckily he thought it was an great idea. So here it is. And we both like it.
Listen to 34 - introduction for more info.
Capgras Syndrome is named for its discoverer, the French psychiatrist Jean Marie Joseph Capgras. The person's primary delusion is that a close relative or friend has been replaced by an impostor, an exact double, despite recognition of familiarity in appearance and behavior. The patient may also see himself as his own double.
I produced a lot of audio sketches, odd tracks and other bits and pieces. On their own they're just lonely ideas, but some are worth putting together. A few pages from my audio sketchbook so to speak. So here's the second collection. It was previously released on my MixCloud page.
The poem "La Mort Des Amants" (1857) was written by Charles Baudelaire (1821-1867) and spoken by Mélanie Skriabine. To download the uncompressed version visit my SoundCloud page.
A feeling of vague longing.Build around a dirty field recording of a saxophone player, Paris city sounds and samples of a prepared piano.
Einzelganger's Christmas podcast for 2011: The 3rd part of Saudade. Saudade is a Portuguese word which describes a deep emotional state of nostalgic longing for something that one was fond of and which is lost. It often carries a fatalist tone and a repressed knowledge that the object of longing might really never return.Saudade 3 is a short straight forward drone with a little more agression than usual.
Hearthcast Episode #90: A Comprehensive Guide To The Firelands - This week we're joined by our two Raiding friends, Geritz and Zephon, as they share with us their guide on Firelands Raiding.