Masa Takeda
Portfolio manager at the Hennessy Japan Fund providing insight on Japan's inflation, BOJ policy outlook, currency dynamics, and corporate governance reforms.
Best podcasts with Masa Takeda
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11 snips
Nov 21, 2025 • 16min
Takaichi and Japan Inflation, Nvidia's S&P Gains Evaporate
Masa Takeda, Portfolio Manager at the Hennessy Japan Fund, explores Japan's rising inflation and discusses Prime Minister Takaichi's economic package aimed at addressing it. He predicts gradual BOJ rate hikes and notes the potential benefits of corporate governance reforms for Japanese equities. Adam Coons, CO-CIO at Winthrop Capital Management, weighs in on the S&P's market reversal post-Nvidia earnings, raising concerns about inventory and AI revenue quality. He also addresses crypto volatility and a defensive strategy as year-end approaches.
Apr 25, 2024 • 22min
SK Hynix Earnings, Yen Weakness
Guests discuss SK Hynix earnings and the potential for BOJ intervention. Topics include market attitudes, chip industry recovery, wealth management insights, Bank of Japan's actions, improving capital efficiency, and investment picks in Japan.
