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"Capitalizing on Japan" with David Salem & Andrew McDermott

Hedgeye Podcasts

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The Impact of JGBS on Japan's Earnings Profile

The biggest shareholder in japan has come to the japanese companies and said you guys need to start generating capital. The third thing they did was pay low well then they shifted to equities so they'veYeah and they're the biggest winner in this huge increase in japanese earnings profile.

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