Japan, every mention
30 scenes (2020) · ← back to Japan
tap a year for its mentions
every year 2020 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
Ben Reiter – Over the Edge with the Houston Astros (Capital Allocators, EP.166)
- ▶ 10:52 Ben Reiter He has to go to Japan for a couple years,
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 30:06 Marko Papic You had Japan, which had two nuclear weapons dropped on it. 2 times in the scene
- ▶ 34:52 Marko Papic I mean, with China, Europe, Japan, everyone's on this.
Carrie Thome – Nothing Ventured, Nothing Gained at WARF and beyond (Capital Allocators, EP.160)
- ▶ 40:10 Carrie Thome I mean, there's zero in Germany right now, and they've been there in Japan, so I don't know that they're going up.
Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
- ▶ 22:34 Mathieu Chabran Singapore, then Korea, Japan.
Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)
- ▶ 13:01 Scott Wilson And then after the merger with B of A and Merrill, ultimately went back to Barclays in Japan before I got a call from Grinnell College to talk about
Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
- ▶ 50:42 Morgan Housel Investors in Japan own Japanese stocks.
Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
- ▶ 20:08 Adam Fisher The next theme was Hawaii had had this very unusual real estate cycle because Japan had pumped so much money into it in the late nineties.
Sustainable Investing 10: Hiro Mizuno – Changing the Game (Capital Allocators, EP.148)
- ▶ 3:43 Ted Seides My guest on the 10th and final episode of Sustainable Investing The Next Frontier is Hiro Mizuno, the recently departed Executive Managing Director and Chief Investment Officer of GPIF, Japan's 1.5 trillion dollar government pension…
- ▶ 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