RWH040: Go Global w/ Laura Geritz

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 Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm