Japan, every mention

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where Japan comes up

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▶ 2:02 Brad Gerstner And then I was just saying to Sam, you know, the president's cut these massive deals in Malaysia, South Korea, Japan, sounds like with China, you know, deals that really incredibly provide the financial firepower to re-industrialize…

▶ 32:58 Brad Gerstner Is it fair to say that, you know, I think if you look at tariffs, um, heading into this year, they basically doubled on China, but if we put tariffs on, you know, particular industries in order to incent, uh, building and industries in the…

▶ 0:19 Brad Gerstner Or look at Japan, which they announced last week, another huge market. 3 times in the scene
▶ 52:37 Brad Gerstner Or look at Japan, which they announced last week, another huge market.
▶ 58:24 Brad Gerstner We've landed Japan.

▶ 14:17 Bill Gurley Um, if you recall back in a, in a day and age when Japanese manufacturing and, and just in time was this huge thing where, where all of America was convinced Japan was ahead of us in auto manufacturing. 2 times in the scene
▶ 40:45 Brad Gerstner We now have Japan and South Korea and Vietnam negotiating with China.
▶ 1:00:59 Brad Gerstner On Japan and India and then on China.

▶ 15:44 Brad Gerstner And Japan were actually going to collaborate in a response to the U S tariffs. 2 times in the scene

▶ 43:59 Bill Gurley And so if you look at when America, you know, was mostly successful scaling out as post-World War II where Europe's been decimated and, and Japan's been decimated.

▶ 1:10:09 Brad Gerstner Like, he has a Koretsu, as they say in Japan, of companies that can leverage each other's insights, and I fully expect that they will.

▶ 24:34 Brad Gerstner Clark's just back from Taipei and Korea and Japan, when meeting with all your supply partners.

▶ 33:56 Brad Gerstner I mean, what's amazing is even in Japan, where, you know, after Fukushima, they took all 30 nuclear reactors offline.

▶ 11:02 Brad Gerstner One was around this huge Japanese carry trade unwind, which we can dive into a little bit. 2 times in the scene
▶ 46:03 Bill Gurley Explain to people what happened with the Japan carry trade.
▶ 46:35 Brad Gerstner The Japanese markets were really crowded, Bill. 4 times in the scene
▶ 53:12 Bill Gurley You know, my, my, I have a very similar thought on the, on the whole Japan carry trade thing, which is, you know, at the end of the day, it really shouldn't matter for, for American investors, right? 3 times in the scene

▶ 1:09:33 Brad Gerstner I think you are going to see plants that get built in places like Vietnam and Japan.

▶ 1:23:18 Brad Gerstner You know, I, I came to of age in 1978 when the Japanese were devastating our auto industry, where the view in the country was that our best days were behind us.

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