Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
Introduction
00:00 • 5min
The Longest Udaloop I've Ever Had With Warren Buffett
04:42 • 2min
Warren Buffett's Investing Approach in Japan
06:29 • 3min
Hedge-Eye: The Macro Show
09:56 • 4min
Buffett's Choice to Buy a Company in Transition
13:57 • 6min
The Decline of Cross-Holdings in Japan Inc
19:40 • 2min
The Rise of Buybacks in the Stock Exchange Index
21:13 • 3min
The Paradox of Nuclear Power in the US
24:25 • 4min
The China Factor
28:08 • 2min
The Importance of Cap Allocation in the Investment Industry
30:29 • 2min
The Threat of Manufacturing in the United States
32:33 • 2min
The Responsibility of Corporate Leaders
34:53 • 3min
The Teaching Role of Japan in the Asset Allocation World
37:43 • 3min
The Vedez Rule: It's Easier to Teach an Engineer Finance Than It Is to Teach a Financier Engineering
41:09 • 2min
The Benefits of Operating With More Cash on Hand
42:55 • 2min
The Bank of Japan's Quantitative Easing Easy Money
44:35 • 3min
The Importance of Asset Price Levitation in Japan
47:11 • 3min
The Importance of Fee Structures in Money Management
49:48 • 2min
The Future of ESG Investment Strategies
51:33 • 3min
The Gpif and the Japanese Retirement Liabilities
54:26 • 2min
The Impact of JGBS on Japan's Earnings Profile
56:04 • 2min
The Behavior Tendencies of Major Allocators
57:46 • 2min
The Importance of Being Resilient
59:27 • 2min
Hedge I's Annual Report on the Value of Investments in Japan
01:01:04 • 2min