Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
The Nikai Is Not a Proper Index
02:04 • 2min
Warren Buffett's Investing in Japan
04:16 • 2min
The Value of Investing in Japan
06:02 • 2min
Warren Buffett's Three Eyes on the Market
07:43 • 2min
The Rise of Share Buybacks in Japan
09:28 • 2min
The Importance of Cross-Shareholding in Japanese Companies
11:31 • 2min
The Biggest Bubble of All Time
13:39 • 3min
The Importance of Corporate Governance in Japan
16:26 • 3min
The Importance of Inflation in Japan
19:10 • 2min
The Japanese Government's Yield Curve Control
21:11 • 2min
The Danger Zone Is Going Over 100% of GDP for Debt
22:55 • 2min
The Next Party Trick Out of Japan
24:48 • 2min
How to Invest in Japan
27:00 • 2min
What Is a Value Trap?
28:58 • 2min
How to Choose a Company That Looks Cheap
30:33 • 2min
The Importance of Value Traps
32:42 • 2min