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.

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