Japan, every mention
33 scenes (2022) · ← back to Japan
tap a year for its mentions
every year 2022 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
Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
- ▶ 23:57 Tom Majewski So banks buy it in the United States, some Japanese banks, some European banks buy it,
Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
- ▶ 9:13 Ted Seides And on the other side, you then go over to Japan and that Widowmaker has lasted and continues to last to some extent. 3 times in the scene
- ▶ 38:39 unnamed speaker What's happening in Japan. 2 times in the scene
- ▶ 49:36 Charles Van Vleet So they built up leverage in the UK, they built up leverage in Japan.
Frank Brosens – Culture and Partnership at Taconic Capital (Capital Allocators, EP.282)
- ▶ 19:23 Frank Brosens It was actually Fisher Black who brought it to my attention and he and I talked about that opportunity.
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 15:39 Louis-Vincent Gave Treasuries, German bonds, JGBs.
- ▶ 23:11 Louis-Vincent Gave And as he put it to me, it was obvious that Japan had hit the wall in 1990 and 1991. 2 times in the scene
Annie Duke – The Power of Quitting (Capital Allocators, EP.273)
- ▶ 48:25 Annie Duke They started thinking about it, and I think it was about 2008, and the idea was to build high-speed rail, like in Japan or other places, that would connect San Francisco and Silicon Valley to LA and San Diego to the south.
SPECIAL ANNOUNCEMENT: Private Equity Deals Podcast
- ▶ 10:20 Pete Stavros We would go to Japan for 10 days at a time, and we would have the founders of the Toyota production system take us around to a dozen of the world-class lean plants in the world, right? 2 times in the scene
Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.270)
- ▶ 32:14 Greg Lippmann The other is it remains an over the counter market, which basically means there are situations all the time where a bank in Japan or an investor somewhere in the world or the US, they need to sell an asset and they call an investment bank.
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- ▶ 4:43 Ted Seides Howard is a partner and portfolio manager of the Japan Strategies at Indus Capital, an Asia-focused investment firm that manages three and a half billion dollars, including a billion focused on Japan. 3 times in the scene
- ▶ 8:12 Howard Smith Some from Japan, and so I got to know some Japanese people at the university, and I think that stimulated a little bit of interest in Japan. 5 times in the scene
- ▶ 9:17 Howard Smith But my interest in Japan had been building during this period. 8 times in the scene
- ▶ 15:33 Howard Smith and then the bubble bursting, and of course that was the beginning of a great balance sheet recession in Japan, the ramifications of which persist to this day. 3 times in the scene
- ▶ 17:30 David Wong Talk about your path growing up through the firm and now managing the Japan strategies. 7 times in the scene
- ▶ 22:21 Howard Smith I really wanted to see Japan from a different perspective and get closer to the other portfolio managers at Indus, all of whom were based in North America, either in New York or in San Francisco. 5 times in the scene
- ▶ 25:33 Howard Smith If you look at the Japan funds that I manage, the majority of the companies in which we invest are global businesses. 3 times in the scene
- ▶ 27:39 Howard Smith Nowhere is that more true than Japan, because we have myself and Byron and John all investing in the Japanese market, some long short, some long only. 2 times in the scene
- ▶ 32:05 David Wong And while you specialize in Japan, you sit at a firm that invests pan regionally. 10 times in the scene
- ▶ 36:06 David Wong We talked about changing market structure in Japan from when you were first starting there to what it looks like today. 2 times in the scene
- ▶ 41:33 David Wong Zooming out a bit, what makes you excited about Japan today? 14 times in the scene
- ▶ 45:23 Howard Smith Yeah, I mean, it is a two-tier market still, and it's still possible to have disappointing meetings in Japan when you're almost speaking a different language about the cost of capital or about balance sheet structure, but no doubt, on… 2 times in the scene
- ▶ 57:08 Howard Smith I think that's been developed through my time in Japan and my understanding of the Japanese language and my 20 years at Indus Capital and observing and learning from those who came before me at Indus.
Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, EP.262)
- ▶ 1:01:35 Mario Giannini Like what, what an S issue is in the United States is very different from what it is in Japan.
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
- ▶ 12:55 Rob Citrone He did it through individual stocks, but we were short Japan and long the US. 2 times in the scene
- ▶ 30:13 Rob Citrone In fact, I think one of the best opportunities in the world, quite frankly, is in Japan, where they have the YCC program, where they have tenure rates pegged to 25 basis points, zero to 25.
Olaf Carlson-Wee – The Future of Crypto (EP.257, Crypto for Institutions 2 – EP.04)
- ▶ 9:49 Olaf Carlson-Wee Gox in Japan.
Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
- ▶ 40:09 unnamed speaker There's more natural gas that gets flared in the US every year than the amount of energy consumed in Africa and Japan.
Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
- ▶ 25:35 Tom Lenehan We've actually done some things that we ported over from Rockefeller in Japan, as well as in South Korea.
Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
- ▶ 19:23 Arjun Sethi And so I just got a lot of exposure to what was happening in Korea, what was happening in Japan and Southeast Asia.
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
- ▶ 26:42 Marko Papic You saw that with Japan. 3 times in the scene
- ▶ 29:01 Marko Papic Japan missed it completely.
Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
- ▶ 31:23 Aydin Senkut I remember being responsible for Japan. 2 times in the scene