japan economy

Explore "japan economy" with insightful episodes like "Ben and Jerry's Done with Ice Cream? & Dell Says Work Remote, No Promotion", "Bank of Japan ditches negative rates", "Listener mailbag with the Unhedged podcast", "TIP605: Untangling Global Outperformers w/ Dede Eyesan" and "Private equity wrestles with higher interest rates" from podcasts like ""Morning Brew Daily", "FT News Briefing", "Behind the Money", "We Study Billionaires - The Investor’s Podcast Network" and "FT News Briefing"" and more!

Episodes (7)

Ben and Jerry's Done with Ice Cream? & Dell Says Work Remote, No Promotion

Episode 283: Neal and Toby chat about Unilever cutting ties with its 100+ year ice cream business. Then, the Bank of Japan has finally come back to the positive as it hikes up interest rates for the first time in 17 years. Next, Trump has been ordered to pay $464 million from his civil fraud case, but will he find anyone willing to help pay his bond? Also, why Dell tells its remote employees that promotions are off the table. Meanwhile, a new study shows that a recession could actually help people AND the planet live longer. Finally, South Korean baseball fans are buzzin’ for the upcoming MLB season opener in Seoul. Use code MORNINGBREW50 to get 50% OFF your first Factor box at https://bit.ly/3UUZGG0 Get your Morning Brew Daily Merch HERE: https://shop.morningbrew.com/products/morning-brew-daily-sweatshirt?utm_medium=multimedia&utm_source=podcast&utm_campaign=mbd&utm_content=shownotes Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.*Transfer offer Terms and Conditions apply. Learn more about your ad choices. Visit megaphone.fm/adchoices

enMarch 20, 2024

Bank of Japan ditches negative rates

Microsoft has hired the co-founder of Google’s DeepMind, the Bank of Japan raised interest rates for the first time since 2007, and leading European and UK artificial intelligence start-ups have been lobbied to move their headquarters to rival nations.

Mentioned in this podcast:

Microsoft hires DeepMind co-founder Mustafa Suleyman to run new consumer AI unit

Bank of Japan ends era of negative interest rates

Unilever to split off ice cream business and cut 7,500 jobs

Rival nations seek to poach top UK and European AI start-ups

Get 40% off a digital FT subscription: ft.com/briefingsale

The FT News Briefing is produced by Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help by Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Monica Lopez. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley. The show’s theme song is by Metaphor Music.

Read a transcript of this episode on FT.com

Hosted on Acast. See acast.com/privacy for more information.

enMarch 20, 2024

Listener mailbag with the Unhedged podcast

More questions — more answers! We’ve partnered with the FT’s Unhedged podcast for a special two-part episode, fielding questions you have submitted about markets and finance. The host of Unhedged, Ethan Wu, plus the FT’s US financial commentator Rob Armstrong and markets editor Katie Martin join Michela to traverse topics ranging from the longevity of the Magnificent Seven stocks to Japan’s economic outlook.

To listen to the other part of the episode, visit the Unhedged podcast feed.

Clips from The Magnificent Seven, The Mirisch Company/United Artists, music by Elmer Bernstein

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For further reading:

The Magnificent 7 value trade

Japan’s market rally lacks solid backing

How fatalistic should we be on AI?

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On X, follow Ethan Wu (@EthanYWu), Robert Armstrong (@rbrtrmstrng), Katie Martin (@katie_martin_fx) and Michela Tindera (@mtindera07), or follow Michela on LinkedIn for updates about the show and more.

Read a transcript of this episode on FT.com

Hosted on Acast. See acast.com/privacy for more information.

enMarch 19, 2024

TIP605: Untangling Global Outperformers w/ Dede Eyesan

On today’s episode, Kyle talks to Dede Eyesan about investing outside of your home country and what you need to research to improve your circle of competence, why China, India, and Japan have some interesting businesses and which sectors might produce the next outperformers, the strength of monopoly type businesses when searching for outperformers, the characteristics of outperformers that are least difficult to try to identify, interesting insights into iGaming and IT consulting industries, and much, much more! Dede Eyesan is the Chief Investment Officer of Jenga Investment Partners (IP). Jenga IP is a fund specializing in allocating capital to public and private companies on a global scale. They own businesses in countries such as Finland, Poland, China, Mexico, the U.S., Australia, Sweden, Kazakhstan, and France. He authored Global Outperformers: A decade study of the top performing global listed companies (1,000% in 10 years) IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro. 02:54 - The primary reasons for China’s lower shareholder returns. 06:12 - Potential value chains in India that Dede finds interesting. 10:20 - Insights into Indian markets, governance issues, and regulation. 14:03 - Why consumer electronics is interesting in India, but not a good business model in most other geographies. 18:04 - The importance of good economics and competitive advantage in finding outperformers. 19:51 - Why monopolies like Airports of Thailand and Texas Pacific Land Corporation made good investments. 26:14 - Insights into two South African companies that are still high quality in Karooooo and Naspers. 34:44 - Why iGaming has low barriers to entry but high barriers to success. 34:55 - Why uncertainty can punish a business’s valuation. 44:37 - Dede’s outlook on his latest acquisition, GoFore, and why he likes IT consulting. 56:59 - Evolution Ab’s competitive advantage and growth forecast. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Jenga Investment Partners (IP) Global Outperformers. Learn more about Jenga Investment Partners here. Read Jenga IP’s detailed research here. Learn more about the Berkshire Summit by clicking here or emailing Clay at clay@theinvestorspodcast.com Follow Kyle on Twitter and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Linkedin Marketing Solutions Fidelity Efani Shopify NDTCO Fundrise Wise NetSuite TurboTax Vacasa NerdWallet Babbel HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices

We Study Billionaires - The Investor’s Podcast Network

enFebruary 04, 2024

Private equity wrestles with higher interest rates

Donald Trump testifies in New York today, Japan’s prime minister turns to stimulus to offset the pain of inflation, private equity is getting pummelled by higher interest rates, and Berkshire Hathaway reported a record amount of cash on hand.

Mentioned in this podcast:

Japan’s PM Fumio Kishida bets on $113bn stimulus to tackle inflation pain

Private equity: higher rates start to pummel dealmakers

Warren Buffett’s Berkshire Hathaway sells stocks as cash pile swells to record levels

Donald Trump prepares to testify in New York civil fraud trial

The FT News Briefing is produced by Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help by Joanna Kao, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Monica Lopez. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley. The show’s theme song is by Metaphor Music.

Read a transcript of this episode on FT.com

Hosted on Acast. See acast.com/privacy for more information.

enNovember 06, 2023

Bloomberg Daybreak Weekend: Apple, Sunak, Japan

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking for you in the coming week, including a preview of Apple's WWDC, UK Prime Minister Rishi Sunak's trip to Washington, Japan's latest GDP and some new entries into the 2024 Presidential race.

See omnystudio.com/listener for privacy information.

Bloomberg Daybreak: US Edition

enJune 03, 2023

The Father Of Quantitative Easing - Richard Werner | PBD Podcast | Ep. 161

In this episode, Patrick Bet-David is joined by Tom Ellsworth and Richard Werner to discuss past & current economic policy, Cryptocurrency, Communism and much more...

Richard Andreas Werner is a German banking and development economist who is a university professor at De Montfort University. He has proposed the "Quantity Theory of Credit", or "Quantity Theory of Disaggregated Credit", which disaggregates credit creation used for the real economy on the one hand, and financial transactions on the other hand.

TOPICS

0:00 - Start

4:43 - Breaking down the Japanese economy

10:40 - Who holds banks accountable

48:30 - The truth about interest rates

57:42 - Bitcoin/Crypto/biggest concerns

1:14:47 - Bailing put the students

1:25:26 - QE & Communism

1:37:50 - What happens if we don’t do anything to the economy?

Check out Richard's documentary: https://bit.ly/3x7KbhB

Buy Richard's book, Princes of the Yen: https://bit.ly/3ahD4tU

Check out Richard Werner online at https://bit.ly/3fT6uPR

Text: PODCAST to 310.340.1132 to get added to the distribution list

About Co-Host:

Adam “Sos” Sosnick has lived a true rags to riches story. He hasn’t always been an authority on money. Connect with him on his weekly SOSCAST here: https://youtube.com/playlist?list=PLw4s_zB_R7I0VW88nOW4PJkyREjT7rJic

Patrick Bet-David is the founder and CEO of Valuetainment Media. He is the author of the #1 Wall Street Journal bestseller Your Next Five Moves (Simon & Schuster) and a father of 2 boys and 2 girls. He currently resides in Ft. Lauderdale, Florida.

To reach the Valuetainment team you can email: booking@valuetainment.com

--- Support this podcast: https://podcasters.spotify.com/pod/show/pbdpodcast/support

PBD Podcast

en-usJune 02, 2022

banking crisis

monetary policy

decentralized systems

japan economy

money creation