This week’s readings/links include Patrick Ghali of Sussex Partners on where his firm currently sees opportunities in Japan, Horseman Capital’s Russell Clark on junk in the trunk, interviews with Hugo De Stoop (CEO of Euronav) and Jason Hsu (founder & CIO of Rayliant Global Advisors) and Nadjeschda Taranczewski on the role of source in organizations.

• Patrick Ghali: Japan redux or where we currently see opportunities.
• Horseman Capital: Junk in the trunk.
• Interview with Hugo De Stoop: Euronav’s CEO on surging rates amid the coronavirus/oil price war market.
• Jay Kim Show: Interview with Jason Hsu, founder & CIO of Rayliant Global Advisors.
• Nadjeschda Taranczewski: The role of source in organizations.