Japan, every mention
16 scenes (2026) · ← back to Japan
tap a year for its mentions
every year 2026 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
Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)
- ▶ 38:51 Luis Laboy Japan is a great example of this. 6 times in the scene
- ▶ 40:03 Luis Laboy Japan example is a little bit different than most. 2 times in the scene
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 15:44 Rajiv Jain It's interesting because of the emerging market and Far East like Japan were the two products at that point.
- ▶ 1:05:14 Rajiv Jain I remember Japanese names, which went from five percent operating margin to
Fundraising Mastery: The Tao of Kimmer – John Kim (EP.503)
- ▶ 38:11 John Kim (Kimmer) That's what the Japanese do.
Making Mistakes – Josh Steiner (EP.502)
- ▶ 53:31 Josh Steiner Let's just pick something which isn't so exotic anymore, but Japan. 2 times in the scene
Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)
- ▶ 37:19 Bruce MacDonald When I was at Putnam, if you were a smart international equity manager in the 19 nineties, your smartest move was to just not invest in Japan. 2 times in the scene
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- ▶ 31:17 Jeremy Grantham Then the classics like Japan, the biggest bubble in history in 89, went much higher than anyone else, 65 times earlier. 2 times in the scene
- ▶ 1:09:36 Jeremy Grantham Do you know the twenty-year-old cohort in Japan is 50% of what it was in 1948?
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
- ▶ 41:15 Bobby Jain I said, Asia is going to be a more finessed market with the very Korea, China, onshore, offshore China, Japan, India, Southeast Asia.
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- ▶ 42:59 Jonathan Lewinsohn If you look at the amount of ethylene and propylene that they're bringing on, and then go to 20 30 and shut all of the European and Japanese capacity, in 2030, you'd have more over capacity than you have now.
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 7:56 Nick Rohatyn A couple of years later, one of my predecessors in the capital markets group who had gone to Japan, where we had a small team, came back to New York to resign. 3 times in the scene
- ▶ 8:59 Ted Seides What stage were the Japanese markets in when you were over there? 6 times in the scene
- ▶ 10:29 Nick Rohatyn I worked incredibly hard in Japan. 2 times in the scene
- ▶ 35:07 Ted Seides How do you balance the concept of giving investors what they want with what you described as your historical experience, say, in Japan of going somewhere and doing something that other people aren't doing? 2 times in the scene
- ▶ 1:16:14 Nick Rohatyn Then I dropped it when I went over to Japan, not a good place to ride a bike in Tokyo, and picked it up again when I came back.