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
Jun 12
The SpaceX IPO Is Here. Time to Lift Off? | REKT Vision
On the last ever episode of REKT Vision, Mando makes a return to speak with Bijan Maleki about the SpaceX IPO, the AI race, Bitcoin bounce, Strategy’s BTC controversy, Hyperliquid and, of course, the World Cup! Monarch is the personal finance app that tracks everything – accounts ... Show More
57m 59s
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 2019
Surveillance: Trade Talks Are Unpredictable, Hewson Says
David Page, AXA Investment Managers U.S. & U.K. Senior Economist, says there is a small risk of a Fed cut in two weeks. Stephanie Baker, Bloomberg News Senior Writer, updates us on trade negotiations between the U.S. and Mexico. Victoria Hewson, Institute of Economic Affairs Seni ... Show More
30m 12s
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
Nov 2023
David Cameron's 2nd Act, Fentanyl Diplomacy & JP Morgan's Big Commodities Call
Your morning briefing, the business news you need in just 15 minutes. On today's podcast:
1) David Cameron’s appointment as British foreign secretary has provoked criticism of the former premier’s warm relationship with China, a closeness that is at odds with the current skept ... Show More
16m 28s