

Japan’s new direction
Oct 17, 2023
Discussion on the recent impressive performance of Japan's stock market and the significant changes happening in corporate Japan that have contributed to this rally. Growing investor interest in Japanese equities, driven by a weak yen and increased focus on corporate governance. Exploring the significance of Japan's cultural and market dynamics, including corporate reform, global investors, and structural reform. Discussion of an employment lawsuit over expensed sandwiches and drinks, expressing mixed feelings about the situation. Also, company expenses, VC bros, and the significance of not interfering with the expense department in corporate life.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Shifting Investor Interest and Corporate Governance in Japan
02:08 • 9min
Exploring the Significance of Japan's Cultural and Market Dynamics
10:53 • 2min
Discussion of an employment lawsuit over expensed sandwiches and drinks
13:00 • 2min
Company Expenses, VC Bros, and Podcast Production
14:57 • 3min