Charles de Vaulx, Chief Investment Officer of International Value Advisers, LLC, explains why he sees investors looking for safety “in the wrong places.” In the first clip from his interview with Wall Street Week’s Al Berkeley, Mr. de Vaulx discusses areas where he believes there are misconceptions about international investing.
In Part Two of the video (below) Mr. de Vaulx explains why income and yield can create “an optical illusion.” He discusses his current approach to gold and and why he sees some Japanese firms moving towards increasing dividends.