About this episode
Sep 18
271: David Rubenstein, Co-Founder of The Carlyle Group, on the Business of Sports, Investing and Leadership
Sports investing has evolved as franchise values have risen, live sports have retained a powerful hold on audiences, and ownership has become an increasingly sophisticated business. Yet sports teams remain unusual assets, combining economics with competition, community identity a ... Show More
23 m
Sep 11
270: Sports, Markets and Investing: What Separates Skill From Good Luck
Sports and investing can both be shaped by small margins, repeated decisions and the balance between skill and chance. From tennis points to soccer matches and basketball shot selection, elite competition offers a useful lens for thinking about decision-making in capital markets. ... Show More
21m 6s
Aug 14
269: The Biggest Themes of 2026 So Far: How AI, Geopolitics and Digital Assets Are Reshaping Portfolios
2026 market themes have been shaped by geopolitical realignment, the physical demands of artificial intelligence and changing assumptions about diversification. Across markets, investors are confronting several plausible futures rather than relying on a single base case.Host Osca ... Show More
20m 3s
Jun 2023
It’s Time to Buy Japan
<p>It’s fair to say that Japan is back and that its deflationary years are arguably behind it. The Asian nation may also be in just the right place to win big on today’s shifting geopolitical landscape.</p> <p>Japan is full of high-quality companies, its stock market just hit a 3 ... Show More
46m 34s
Aug 2023
Daniel Blake: Japan’s Surge in GDP Growth
<p>While recent news of a potential debt deflation loop in China’s equity market is causing concern for investors, Japan’s equity market resilience may bring optimism.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. I'm Daniel Blake from Morgan St ... Show More
3m 47s
Mar 2024
Lots More on Why Japanese Stocks Are Surging
Japanese stocks are suddenly soaring, with the Nikkei 225 hitting an all-time high this week after decades of languishing. Warren Buffett has been upping his stakes in Japanese companies and activist investors are taking an interest in the market for the first time in decades. An ... Show More
32m 9s
Mar 2024
Asia Equities: A Quarter of Dispersion
4m 5s
Jan 2024
Can Japanese Equities Rally in 2024?
3m 20s
Aug 2024
What’s Next for Japan After Rate Hike?
9m 13s
Oct 2025
How Politics Affect Global Markets
Political developments in Japan and France have brought more volatility to sovereign debt markets. Our Global Economist Arunima Sinha highlights the risks investors need to watch out for.Read more insights from Morgan Stanley.----- Transcript ----- Political developments in Japan ... Show More
5m 6s
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
Jun 2023
All Eyes On The Yen Getting Crushed As Bank Of Japan’s Ueda Makes His First International Appearance
After being sidelined by coronavirus, Weston Nakamura returns to Market Depth with charts and graphics to discuss the Japanese yen edging ever closer to the critical 145 level against USD - currently the single most important market and price level anywhere, as markets are on Jap ... Show More
40m 31s
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
<p>Our Chief Asia and Emerging Market Equity Strategist reviews an up-and-down first quarter for markets across the region, and gives an update on which sectors investors should be eyeing. </p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome ... Show More
<p>Many investors believe that the value of Japanese stocks will dip as the yen gets stronger. Here’s why we’re forecasting ~10% growth.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. I'm Daniel Blake from Morgan Stanley's Asia and Emerging Marke ... Show More
<p>The Bank of Japan jolted global markets after its recent decision to raise interest rates. Our experts break down the effects the move could have on the country’s economy, currency and stock market.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p><strong>Chetan Ahya:< ... Show More
