EPISODE · Jan 9, 2026 · 16 MIN
Echoes of the past: Japan’s bubble, the dot-com surge and today’s risks
from MoneywebNOW · host Simon Brown
Dan Brocklebank from Orbis Investments, Allan Gray’s offshore partner on what the monty hall problem can teach us about markets. From the Japanese bubble in the 1990’s through the dot com bust to the AI boom of today. Lessons and expectations for investors.
What this episode covers
Dan Brocklebank from Orbis Investments, Allan Gray’s offshore partner on what the monty hall problem can teach us about markets. From the Japanese bubble in the 1990’s through the dot com bust to the AI boom of today. Lessons and expectations for investors.
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Echoes of the past: Japan’s bubble, the dot-com surge and today’s risks
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