Korea

“Countries have started doing this work and you see this in Japan and Korea announced the same thing you see in other parts of the world where they're investing a significant, significant amount of money to actually train from scratch. Train their own national …”

“Japan and Korea in a slight panic have already committed to a much faster build out of renewables to get away from gas as quickly as possible. Almost all of their gas is imported LNG.”

“In terms of the big markets, yeah, there's a lot going on in Korea, Taiwan, Japan. I'm Probably more bullish on just in terms of a hunting ground to find great companies. The European markets are just tough right now, given the regulatory environment. They jus…”

“When the Ministry of the Interior assigned credit scores to the country's construction firms after the war, Hyundai's was the highest in Korea. Not because they had made money, they had lost a fortune. They got the highest score specifically because they had f…”

“English tests were required at Hyundai years before the rest of Korea caught on.”

“By the mid-nineteen-eighties, Hyundai was doing over ten billion dollars in annual sales and was the largest company in Korea.”

“Japan and Korea were not well positioned for the last 20 years because it was just, like, digital companies, but when it comes to, like, actually hard assets and good engineering, they, Germany, Korea, Japan have a lot of companies that have excellent physical…”

“In the Philippines, or in Mexico, or in Brazil, or in Japan, and other markets, or Australia, Korea, there are stablecoins coming”

“Now, if you look at equities, the MSCI global, Korea, China, India, Brazil, make up 70 plus percent of that index. So you are actually buying a very concentrated exposure, not a very diversified exposure.”

“Korea leads the way in robots per, per worker, right? They're at about one to 10 right now. Germany and China are tied at second. And the US then is a distant third.”

“Now we are going to, as part of our growth and expansion efforts we're going to open some sales offices. Probably Japan, Korea Portugal, and Switzerland.”

“Look, between the Korea trade deal, the Japanese trade deal, the European trade deal, you know, we have close to now two trillion of investment capital that these countries will make into the United States.”

“At the end of the day, if the models don't improve, we're absolutely screwed, and in fact, the US, like, you know, in another year, if this lasts another year, and then it happens, like, the US economy will go into a recession, like, straight up because of thi…”

“And in Korea, there's 12,000 of them, mostly in the homes of the elderly who are typically lonely.”

“For example, the 19 sixties, Korea, India, Brazil, they all had similar per capita income, which means that they were similarly rich or poor whichever way you want to look at it.”

“We have a sweet spot in Korea. It's like, 25 to 45, more professional, more white collar, but it's very, it's like a very long tail on either side.”

“In the 20th century, basically every industrial revolution in every other country that has worked in the last hundred years basically follows that model as well, so. You know, it's the same thing Germany did. It's the same thing Japan did. It's the same thing …”

“So we knew Squid Game would be big in Korea, or we highly suspected it would be. But the fact that it took off globally you know, was a surprise to us, and we'd been doing it for 20 years.”

“The fact that we build all of our software, either in the US or in Korea, the fact that we have a hundred percent visibility over every piece of every single controller in, in our enclosure I think puts us in, in a stronger stance, I think from a safety and cy…”

“Fintech in India is fairly, fairly mature, but I'd probably even, you can say to some extent, Singapore, but probably that's not the same, say, say in Australia or New Zealand. You know, or even, even some parts of, say, Korea, for example.”

“If you're Japan or Korea, you're dependent on the U.S. Security umbrella, you've got U.S. Troops in your territory, you're always going to do whatever deal the U.S. Puts in front of you.”

“They're so fricking good. They're so far ahead of anything that the West or even Japan and Korea are making”

“This is next few years, our make or break off for India, because as the supply chains are up in the air, We can find our place in this world, you know, by dominating some parts of the supply chain. If we don't do this in the next four or five years, you know, …”

“There's an interview with the CTO of gen AI on PwC on how PwC is using Korea in production.”

“Korea, which is a very small country by comparison has doubled the crypto usage as us.”

“Taiwan and India would be the top two followed by Korea. And then Turkey, Brazil, South Africa, those were the countries.”

“When India got such independence, all the South Asian countries China, you know even Singapore and others, Thailand, Indonesia, they were at Korea, Japan, they were all at the same level.”

“The UK has an AI safety Institute. The U S is an AI safety Institute. It looks like, you know, Japan and Korea are going to add AI safety institutes all in the mission of ensuring that there's proper test and evaluation of these AI systems.”

“We've had the same country managers in Japan, in China, in India, Korea, and Australia from the very beginning, and we've been there for 20 plus years”

“Basically, like, in Korea, I think men's beauty products are, like, you know, on par or close to on par with women's beauty products.”

“Well, we ended up negotiating with Japan and Korea and everyone, and we got basically 95% of the market access that was in TPP without giving up any of the things that would have absolutely decimated our auto industry.”

“There have been a lot of deals being signed by a certain number of European countries, Japan, Korea, with potential exporters of hydrogen, but China has been relatively absent of all those deals.”

“I think that the biggest winners, though, of the other countries that are involved, Australia and Korea and Chile are the, are by far the biggest winners. They all have free trade agreements with the U.S. And are going to come out looking very good from this.”

“And then there's a big guys out there. So the governments or telcos or airports and stuff like that, that could actually go from a 100,000 dollars to all the way to seven million dollars per project. That's basically the largest one we have, which is a smart c…”

“So, when I left Korea, my mom, I told my mom, mom, I figure from Byhar production, at first, I made more than a million dollars, mom.”

“Cotton is the cotton we're sourcing for our cut and sew is grown in North Carolina. It is then unfortunately having to ship to Korea to be milled because there's no more mills in America. And then it's brought back to America where we can do the cut and sew an…”

“We have seen peak globalization. The export driven economic model that was used by very successfully by Japan, then Korea, Taiwan, and now China, that is not going to be as easy to replicate going forward.”

“The problems that you see in Indonesia, the problems that you see in Singapore, the problems that you see in Philippines or in Korea, they are all different. The market is different. The users is different. The habits, behaviors, everything is different. So fo…”

“When I look at the startup ecosystem in a given country, let's say Vietnam, for example, they generally are not building for a global audience. I don't just see this in Vietnam. I also see this in Japan and Korea and Philippines and most Southeast Asian countr…”

“Because they're a very homogenous society like Korea and Japan and a lot of Asian countries are very homogenous, and I think that's why it's so hard for someone to break into the culture. But it's easy for them to leave and go to America and assimilate into Am…”

“I think signups in China are up three X. Signups in Korea is up two, three X in just in the last week.”

“And in Korea in particular, they found a large cohort, nearly 40% of the infected population were people between 20 and 29 years old that did not exhibit any symptoms or had very mild symptoms, had a runny nose, and didn't even know that they were sick.”

“And so the purpose of a corporation was different, very different in Korea than it is in the United States. And so you have to understand those nuances to understand that they will never, no matter how much Corporate raiders and campaigns are there. For the Ko…”

“Korea pays more than 50% of the cost of our troops there.”

“If you look at Japan, Korea, and increasingly power as a percentage of our risk in our portfolio, that's probably 40% of our risk.”

“We do have some beta portfolio. We have it in Japan. We have it in Korea and things like that. And so like, I definitely have indirect beta and I have some direct beta bets, but the direct beta bets in our portfolio are very, very intentional.”

“That's where in places like Korea, where it's a huge equity market and you can count the number of good hedge funds on one hand. So we think it's a secular play. That's why we built a business there, a hedge fund business there, and we expect to be there indef…”

“Across these five different cultures, China, India, Japan, Korea, the U S really different cultural systems. About 50% of any expression that an individual would admit is this universal expression, you know, where if you get embarrassed, you turn your head awa…”

“Indonesia, Thailand, Korea went down over 95% in dollar terms.”

“The Talmud right now is like one of the number one read books in Korea. They actually have as a part of their standard education.”

“Korea, Japan, China, the US, those are the four markets that can support a billion dollar gain in a year.”