Japan, every mention
264 scenes · ← back to Japan
tap a year for its mentions
every year anyone Ted Seides 142Toby Rodes 69David Wong 33Howard Smith 29James Aitken 19Herb Wagner 16Hiro Mizuno 13Jeremy Grantham 12David Baran 10Kazuhiko Shibata 9
Verbatim, from the transcripts: the passages where Japan comes up
Sustainable Investing 10: Hiro Mizuno – Changing the Game (Capital Allocators, EP.148)
- ▶ 5:43 Hiro Mizuno So I started with the sort of the retail banking service, and then I was sent to London as a young trainee during Japanese bubble economy. 3 times in the scene
- ▶ 14:10 Hiro Mizuno I was a member of the trustee board at that time when the other, you know, GPI made a decision to change the asset allocation from the mostly Japanese government bond to half equity portfolio. 5 times in the scene
- ▶ 17:02 Hiro Mizuno And, uh, when I was a CIO, 35% in the Japanese fixed income, but now it's reduced to 25. 4 times in the scene
- ▶ 31:11 Hiro Mizuno We need to just find the different approaches to passive and active, and, uh, passive is very much the focus of our ESG advocacy, because first of all, that accounts for the alliance here of the GPIF portfolio, as well as it's becoming…
Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, EP.147)
- ▶ 19:54 Reuben Munger Looking in Massachusetts, we then went to Japan after Fukushima, and you had that opportunity to bring expertise built in other markets to the Japanese market. 2 times in the scene
Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
- ▶ 1:05:35 Wendy Cromwell And then you start to get into Japan, really starting to, from a top down perspective, starting to embrace this to a greater extent.
Clarke Futch – Healthcare Royalty Partners (First Meeting, EP.20)
- ▶ 30:45 Clark Futch The phase three data has read out or been announced, but even after that, it takes about a year plus or minus to get approval by either the FDA or the EMEA in Europe or the corresponding regulatory authority in Japan.
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- ▶ 18:46 Larry Siegel So I believe that a government should be prepared for emergencies because God knows we get them and should keep its debt level low because when there's a war or a pandemic or a depression, it's going to have to get high and then you want…
- ▶ 22:24 Larry Siegel If you add up the next 20 countries, Japan, Hong Kong, France, India, Canada, the UK, and so forth, you get to 30 trillion dollars, almost exactly the same as the United States. 3 times in the scene
- ▶ 55:13 Larry Siegel And then spreading to the rest of Europe and the Americas, mostly North America and Japan in the 19th century, and then spreading to much larger parts of the world in the later part of the 20th century.
Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
- ▶ 20:50 Eric Peters Examples would be one that everyone's aware of is Japanese reflation.
- ▶ 34:17 Eric Peters Go ask the Japanese how well that's worked out for them.
- ▶ 44:58 Eric Peters We want to keep just like Japan.
Ben Inker – Value Investing at GMO (First Meeting, EP.17)
James Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126)
- ▶ 35:03 James Aitken Now that is different, and that is very powerful, because it helps unlock a lot of dollar liquidity that is otherwise trapped in the Japanese financial system.
Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
- ▶ 7:30 Greg Fleming The world really was opening up at that time, too, so I worked in Japan, I worked across Europe, I worked in South America.
Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16)
- ▶ 9:05 Mike Mauze So I would go to Germany to meet Meiersdorf and Kau to meet Japan, and I really fell in love with the consumer product space and the brand building area.
Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
- ▶ 59:02 Doug Phillips He was stationed in Korea and Japan and England and spent part of his time at RCA up in Canada and Saskatchewan.
Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
- ▶ 10:31 Dan Rasmussen Test it in Japan.
- ▶ 27:52 Dan Rasmussen So we divide it regionally, North America, Europe, and Japan.
- ▶ 32:23 Dan Rasmussen We divide it, Europe, Japan, North America. 4 times in the scene
Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
- ▶ 8:08 Ana Marshall There's nothing quite like traveling around the world, talking to CEOs, and connecting dots all over the place of what one CEO is doing, whether it's a trading company in Japan, a Latin American company, or a European company.
- ▶ 19:00 Ana Marshall I need three strategists that completely disagree with each other, and I need to have a couple of guys that really see everything in Japan, a couple of guys that see everything in the U.S., a couple of guys that see everything in Europe,… 2 times in the scene
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- ▶ 50:40 Jonathan Tepper Why shouldn't we be able to import generic drugs from Canada or from the EU or from Japan?
Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)
- ▶ 36:16 Matt Whineray Japan, Canada, US, Europe, UK, emerging markets. 2 times in the scene
Eric Ries – Lean Start-Ups and the Long-Term Stock Exchange (Capital Allocators, EP.107)
Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- ▶ 30:28 Mike Novogratz Where Taiwan and Korea and Japan and India and Russia and everyone was buying into this decentralized story, this new...
Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)
- ▶ 6:07 Tim Recker And so at a young age to have to go into Japan, for instance, and to basically close an office in a, an environment of lifetime employment was fascinating.
Jon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98)
- ▶ 47:42 Ted Seides U.S. government debt, Japanese government debt, building debt in China?
David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
- ▶ 44:45 David Zorub So for us, our global is North America, South America, Western Europe, aspects of China, Japan is probably where we apply our trade.
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- ▶ 17:15 Jordi Visser It was a cultural thing and their business was in New York and Japan and Europe.
Rahul Moodgal - Master Fund Raiser (Capital Allocators, EP.87)
- ▶ 5:44 Rahul Moodgal So, grew up in London, went to university in the UK, Russia, Japan, and the States, and then- Hold on a second. 3 times in the scene
Chris Ailman – CalSTRS' Venerable CIO (Capital Allocators, EP.86)
- ▶ 1:03:06 Chris Ailman Even Hiro Mizuno, my good friend that runs GPIF, the 1.4 trillion dollar plan in Japan, constantly talks about being a universal owner. 2 times in the scene
Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82)
- ▶ 35:24 Jean Hynes How we do Japan and how we do China is very dependent on the talent we have and, and how they want to form teams and what the opportunity set is.
- ▶ 46:59 Jean Hynes How do you not Americanize someone in China or Japan and you let their local culture come out?
Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)
- ▶ 16:52 Tim McCusker And we wonder now if we're going to get that good performance, because even though expectations aren't that high and there's not really lofty expectations priced into those markets, the growth picture doesn't look great in Europe or Japan.
Karl Scheer – Competing Sensibly as CIO of the University of Cincinnati (EP.74)
- ▶ 7:13 Karl Scheer So I called all the CIOs in America and a bunch in Japan and France, staying up all night and speaking bad French and no Japanese whatsoever and. 2 times in the scene
Andrew Tsai – Catching a Theme on the Chalkstream (EP.73)
- ▶ 5:02 Ted Seides We close by fleshing out examples of Chalkstream's themes in Japan and in electricity trading.
- ▶ 38:51 Andrew Tsai Things like Japan, there's things like Korea. 2 times in the scene
- ▶ 41:45 Ted Seides So let's grab Japan as an example.
- ▶ 45:18 Ted Seides Do you generally look for English speaking managers in Japan? 8 times in the scene
- ▶ 51:28 Andrew Tsai And that's why Korea, Japan, like all these things come from a big picture perspective important. 2 times in the scene
- ▶ 54:27 Ted Seides So if you take a step back, you've got a Japan opportunity set of electricity trading.
- ▶ 58:46 Andrew Tsai We have it in Japan.
- ▶ 1:03:31 Andrew Tsai And if you go back through all of our offsites and see kind of how the firm has pivoted over time, same DNA, same philosophy, same types of people, the things we're doing are different in terms of, you know, creating specific… 3 times in the scene
Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
- ▶ 25:21 Josh Wolfe Sure enough, a year or two after funding that company, there's a global catastrophe with the Fukushima disaster in Japan, and we became the only U.S. company pick for the cleanup, and we went from a million to
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- ▶ 29:33 James Aitken To express a view on Japan by a particular sector or basket as opposed to, oh, I'm just long topics.
- ▶ 32:16 James Aitken Or how Japanese institutions are lending their dollars in a much greater scale, which is lubricating global money markets and increasing the float of dollars.
- ▶ 59:19 Ted Seides So let's turn to something that's been more stagnant and always seems on the cusp of change, which is Japan. 4 times in the scene
Kim Lew – The Carnegie Way (Capital Allocators, EP.52)
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- ▶ 41:46 Paul Black What we do think in part, you know, we have a hard time being a growth manager finding a lot of great companies in Japan, in part because of the cultural issues. 3 times in the scene
Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)
- ▶ 10:54 Basil Qunibi 13 Fs, Ds, Gs, Threes, Fours, Fives, if you really want to expand the AMF in France, the CBM in Brazil, the Ministry of Finance in Japan.
Seth Masters – Investment Polymath (Capital Allocators, EP.38)
- ▶ 5:51 Seth Masters At the time, if you were interested in Asia, Japan was a thing to study. 2 times in the scene
- ▶ 15:56 Seth Masters Demographics are rapidly shifting from very healthy, as in, you know, a lot of working age people, to very Japanese-like, and as that occurs, you're going to get the same problems you had in Japan.
Ellen Ellison – Playing to Your Strengths (Capital Allocators, EP.27)
- ▶ 6:03 Ellen Ellison My brother was born in Japan and they moved back to Glen Cove before I was born, but I grew up surrounded by a lot of Japanese culture and art and have over the years developed a really strong interest in, in Japan. 2 times in the scene
- ▶ 40:56 Ellen Ellison One is Japan. 6 times in the scene
Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)
- ▶ 24:45 Chatri Sityodtong There, it was IPL, which is a cricket league in India, but cricket won't cross geographies in Asia because no one really plays cricket in Asia except for India, and that was a billion dollar business, and there was, you know, baseball… 2 times in the scene
- ▶ 44:51 Chatri Sityodtong I went to Japan and brought, ah, mixed martial arts world champions.
Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16)
Larry Kochard – Endowment Professor (Capital Allocators, EP.11)
- ▶ 1:01:17 Larry Kochard And again, one of the small themes in our portfolio, just to give you an example, is, you know, what's gone on in Japan, where you've had this, you know, situation where 6 times in the scene
Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
- ▶ 42:27 Tom Lenehan And it can, it can differ between folks that, again, there are credit specialists, so we divide that bucket into folks that are true multi-strat, that are really, that are doing real estate in Japan, as an example.
Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
- ▶ 12:42 Brett Barth You know, there were a handful of us covering, uh, we didn't cover Japan, but from Hong Kong, you know, from Korea to India to New Zealand and Australia.
André Perold – Academic Practitioner (Capital Allocators, EP.02)
- ▶ 34:51 André Perold So you need to go where it is, and it may be it's there in Japan.
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