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Japan: The Great Global Macro Driver with Taka Kato
Market Depth
Warren Buffett on Foreign Capital Renewed Interest in Japan Equities
Warren Buffett is long, the five pan trading houses. He put on a phenomenal macro trade in which he borrowed in Japanese yen and issued Berkshire Hathaway bonds to fund these long equity positions. The Nikkei outperformed the major, you know, other regions year to date. You see the largest foreign inflows weekly inflouts on record or maybe in 30 year highs since that Warren Buffett visit to Tokyo.
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