Japanese government

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Feb 17, 2020 by Dan Rasmussen · across every show →

Everything said about Japanese government, oldest first

Feb 17, 2020 neutral
Assertion Not checkable as stated
Japanese corporate bankruptcy is effectively eliminated by government policy
“And the reason you don't need anything fancy in Japan is that nothing goes bankrupt. So the Japanese government basically has eliminated bankruptcy for corporations, so you don't need any risk controls.”
Dan Rasmussen Feb 17, 2020 ▶ 32:29 Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
Feb 8, 2021 negative
Assertion Supported
Baran: Japan's pension reforms forced price-insensitive liquidation of equity portfolios
“Because for some god unknown reason, the government said, we don't want to take your assets, we'll take your cash. So everything was converted into cash, and there was no price sensitivity at all.”
David Baran Feb 8, 2021 ▶ 11:06 David Baran and Kazuhiko Shibata – Friendly Activism in Japan at Symphony (Capital Allocators, EP.176)
Sep 22, 2025 positive
Insight
Wagner: The Japanese government is the country's biggest activist investor
“The government, I tell people, is the biggest activist investor in Japan.”
Herb Wagner Sep 22, 2025 ▶ 41:42 Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
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