Market Depth cover image

Japan: The Great Global Macro Driver with Taka Kato

Market Depth

CHAPTER

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.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner