The Interview: Recorded on December 14, 2020. David Salem, managing partner of Windhorse Capital Management, welcomes Andrew McDermott, president of Mission Value Partners, an investment firm that invests almost exclusively in Japanese equities. McDermott argues that Japan is a hidden repository of balance sheet strength, and he and Salem discuss why Japan's ... Show More
Nov 9
The Economy Is Sending a Surprising Signal | Macro Mondays
Our Trading League is still open! To learn more and get your chance to win up to $100,000 in prizes, visit realvision.com/your-futureMikkel Rosenvold, head of geopolitics at Steno Research, is flying solo on this week's Macro Mondays to discuss the impacts of both the U.S. midter ... Show More
29m 8s
Nov 2
Why the Midterms Matter for Market Liquidity | Macro Mondays: Nov. 2, 2026
With the U.S. midterm elections just one day away, Andreas Steno and Mikkel Rosenvold are back to break down the forces shaping markets as November gets underway. They examine the battle for control of Congress and what the outcome could mean for markets, the disconnect between s ... Show More
30m 14s
Nov 2023
Unpacking the opportunity in developed market equities
While over the past decade developed market equities have overwhelmingly lagged behind their U.S. counterparts, the case for international markets still exists, with Japan and Europe offering attractive investment opportunities. On this episode, David Lebovitz is joined by Tim Wo ... Show More
18m 35s
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
Dec 2024
Orbis’ Forster on Importance of Intrinsic Value
Recent quarterly results from Japanese companies came out better than expected, with quarterly year-over-year growth of around 26%. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Lauren ... Show More
40m 26s
Aug 2024
187: Best Of: Is Japan At An Inflection Point?
<p>Over the summer, The Bid brings back some of the best episodes from this year. Kicking off the series, hosts Oscar and Stevie take a look back on Is Japan At An Inflection Point?</p><p>Belinda Boa, Head of Active Investments for Asia Pacific at BlackRock joins Oscar to examine ... Show More
23m 56s
Mar 2024
Mitsubishi Corporation: A Japanese Trading Company - [Business Breakdowns, EP.156]
This is Zack Fuss. Today we are breaking down the Mitsubishi Corporation. In Japan, the business model of a trading company is prominent. The big five trading companies caught the attention of global investors in 2020, when Berkshire Hathaway disclosed a major stake in all of the ... Show More
45m 58s
Aug 2024
Japan Leads Asian Stocks Higher, Google Pixel Launch
Featuring: Todd Walsh, Chief Executive Officer of Alpha Cubed Investments Vlad Savov, Bloomberg Tech Editor in Hong Kong Michael Sobolik, Senior Fellow at the American Foreign Policy Council Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437
Spoti ... Show More
23m 22s