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Disrespecting the Tail (guest: Dean Curnutt)

The Market Huddle

00:00

Is There a Ripper in the Japanese Stock Market?

The right tail is underappreciated. I think that a lot of people are underinvested in the stock market. The Japanese Nikkei, if you look at the stock market on a relative performing basis, it's been a terrific place to be. We just had Louis on the other short sheet on with you. He was very China- Yeah, he's generally more of a China guy. But what's interesting here is whether this now reflexively, when the currency starts moving the other way, becomes a general outperformer versus the general Nikkei. One I'm watching for sure.

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