Japan, every mention

12 scenes (2023) · ← back to Japan

tap a year for its mentions
007513150252017201820192020202120222023202420252026episodesmentions
013252017201820192020202120222023202420252026episodes it came up in
007.51315252017201820192020202120222023202420252026episodesmentions per episode

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

loading…

Adam Karr – Extreme Alignment at Orbis (EP.338) Sep 14, 2023 · 4 mentions

Kipp deVeer – The World of Private Credit at Ares (EP.329) Jul 24, 2023 · 1 mention

  • ▶ 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) Jul 10, 2023 · 11 mentions

  • ▶ 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) May 22, 2023 · 2 mentions

Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312) May 1, 2023 · 1 mention

  • ▶ 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) Mar 23, 2023 · 1 mention

  • ▶ 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) Mar 6, 2023 · 3 mentions

  • ▶ 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.
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.