Japan, every mention
19 scenes (2018) · ← back to Japan
tap a year for its mentions
every year 2018 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
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.