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Value Hive Podcast

Jeremy Raper Pt. 3: Japan, Tariffs, Commodities, And More

Mar 28, 2025
Jeremy Raper, an expert on Japan's economic shifts and corporate governance reforms, shares invaluable insights in his latest chat. He discusses Japan's evolving investment climate, focusing on balance sheet unlocking and recent governance changes. Raper also tackles the pressures of public shaming on companies and the rising trend of shareholder activism. He analyzes the impacts of Trump's tariffs on corporate strategies and dives into commodity investments, emphasizing how geopolitical events and tech advancements influence market dynamics.
01:17:20

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Japan's evolving corporate governance is prompting investors to explore a 'balance sheet unlock' strategy, prioritizing companies with excess assets.
  • Changes in Japan's M&A landscape are fostering greater transparency and engagement, making it easier for investors to pursue value in underperforming firms.

Deep dives

Differentiated Research and Community at Macro Ops

Macro Ops offers unique investment research and educational resources, creating a vibrant community of both professional and retail investors. Members benefit from a Slack community that connects them with experienced operators from around the globe, fostering collaboration and the exchange of ideas. This support network encourages continuous learning and improvement in investment strategies, leading to notably high retention rates among members. The focus on differentiated research helps position Macro Ops as a standout service in the investing industry, appealing to individuals eager to enhance their investing skills.

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