How Longlead's Hedge Fund Was Able to Beat the Odds in 2018

The video discusses hedge fund strategies and market insights, focusing on the performance of Japanese companies like SMC and Nidec. It highlights the impact of global economic factors, such as trade wars and inventory levels, on market predictions. The discussion also covers investment opportunities in companies like China Tower and Nearmap, emphasizing the importance of stable profit margins and tech exposure.

How do inventory levels affect market expectations?

What are the implications of the trade war on capital expenditure?

What trends are observed in the allocation of investments across sectors?