Japan, every mention
12 scenes (2023) · ← back to Japan
tap a year for its mentions
every year 2023 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
Adam Karr – Extreme Alignment at Orbis (EP.338)
Kipp deVeer – The World of Private Credit at Ares (EP.329)
- ▶ 58:46 unnamed speaker The one place that we're not that we'd like to be investing is Japan.
James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
- ▶ 5:02 Ted Seides We turn to attractive opportunities arising from it in the US industrial complex, Japan, and the UK, and risks on the horizon from volatility targeting, unprofitable businesses, illiquid exposures, and the absence of governments willing to…
- ▶ 34:59 James Aitken One of those that's been on the top of my list for some months is Japan. 9 times in the scene
- ▶ 56:45 James Aitken Suffice to say, there's a lot of work going on with Singapore, Indonesia, South Korea, Japan, the US about how do we make our supply chains fit for purpose and defense supply chains, critical minerals, energy, all of this is happening in…
Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- ▶ 38:57 Ashby Monk You can't run a just-in-time process in the Japan style and then make changes at the last second and expect things to arrive just in time.
David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators, EP. 303)
- ▶ 12:02 David Abrams Originally, it started in Asia in the late nineties when you had financial crisis in southeastern Asian countries, and then it moved up to bigger economies like Japan and Korea, and most of those markets were dominated by U.S. investment…
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
- ▶ 20:30 Tom Steyer They had a Japan desk, but other than that, that was their Asian team. 2 times in the scene
- ▶ 44:25 Tom Steyer So the price of natural gas, the exact same substance in Japan could be literally 10 times the cost of natural gas in Texas.