Long regarded as an undervalued and overlooked market, Japan has been undergoing a profound transformation. The renewed interest in this market stems from a variety of factors— including revamped investor sentiment, evolving macroeconomic conditions and compelling corporate reforms. Will Japan be able live up to its potential and redefine its role on the glo ... Show More
Jan 22
246: Macro and Geopolitical Outlook - Live From Davos
Global markets are entering 2026 amid heightened geopolitical uncertainty, structural shifts in the global order, and rapid technological change. Recorded live from the World Economic Forum in Davos, this episode of The Bid examines the macroeconomic and geopolitical forces shapi ... Show More
35m 48s
Jan 16
245: Stock Picker's Guide to 2026: How AI and Earnings Will Shape Stock Market Trends
AI investment, evolving earnings leadership, and shifting global dynamics are redefining stock market trends as investors enter 2026. Companies are deploying unprecedented capital toward data centers, compute, and productivity-enhancing technologies, while rate cuts and supply-ch ... Show More
19m 50s
Dec 19
244: Market take: The Diversification Mirage in Plain Sight
This week, the focus is on diversification—and why it’s getting harder to achieve. Portfolio Strategist Natalie Gill explains how the “diversification mirage,” a key theme in BII’s 2026 outlook, is now showing up in real time. A small set of megaforces is increasingly dictating e ... Show More
5m 52s
Apr 2022
The Bank of Japan Is Playing a Dangerous Game
Prices for assets of all kinds were up Wednesday, including stocks, commodities, and cryptocurrencies. The U.S. dollar continued to strengthen, and global bond yields marched higher. That’s despite the emergence of still more signs of underlying weakness, including Robinhood layi ... Show More
39m 12s
Apr 2023
Warren Buffet Doubles Down on Japan
In today's Market Depth, Weston Nakamura discusses the Bank of Korea holding rates unchanged (again), a surprise decline in China CPI, as well as falling CPI - and what it may mean for PBOC policy going forward, and the Bank of Japan's first press conference under new leadership ... Show More
18m 9s
May 2023
Japan, the G7 and multilateralism with Fukushima Akiko
<p>In the fifth episode of Japan Memo season 3, Robert Ward hosts Dr Fukushima Akiko, senior fellow at the Tokyo Foundation for Policy Research and non-resident fellow at the Lowy Institute.</p><br><p>Robert and Dr Fukushima delve into the history of Japan’s engagement with multi ... Show More
33m 4s
