AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The Biggest Bubble of All Time
In the 80s, it was just off the scale in Japan. It's still the case that Japanese companies are absolutely huge. So low volatility is also interesting because whereas in the US, a lot of this return which has been generated by mega cap tech has come with a lot of volatility,. Whereas in Japan, you get a pretty good risk adjusted return.