What most investors are missing about Japan and China: Our trip to Tokyo and Shanghai | S07 E12

very much needed stream! im now starting to watch

Thanks Gents; nailed it! Must see the APac countries in person; jaw dropping compared to the blather from the press. Matched perfectly my impressions traveling around Asia for work. Next up: please travel through Europe and suss out investible opportunities. Thanks again!

Very timely
Thank you for sharing.
If JD is considered the Macies of China, how did Alibaba cone across?
I had to laugh at the analogy of reintroducing predators to the Japanese market and you two were over there.
Cheers

Absolute zinger of an episode. Thanks gents!!

does jake still run farnam street?

Thanks from Germany!

So we all moving to Japan?

Such a great episode! I'm downloading it on my phone to listen again.
We should send you to different countries every week.

Thanks for this. Toby sounds exhausted.

Next time you guys are in Japan, give me a shout out. I know the Japan Company Handbook like the back of my hand, and have produced an annualized alpha of 30% over the Topix by employing Buffet's "start with the A's" approach. Happy to help with translation, too.

Hanging out for a fresh markets in turmoil edition! Need a Bill cameo

9.9.6 all you need to hear to understand why they'll catch/eclipse the west. Great ep

It was a nice American Century while it lasted.

You guys need to talk to with Ryan O'Connor (Crossroads Capital)

Yes this was a stunningly good episode. Someone should make a montage of the eye witness accounts of China’s factories which is kind of topical and supports the idea that the bringing manufacturing to America is a pipe dream. Tariffs will instead crash the global economy.

Best episode, yet! Really enjoyed it.

Should have tried the tea instead of coffee. It's very different to what we drink in the West.

Great episode!

Best episode ever.

TRUMP set the bar at a new low, yo. Can only go up from here?!?!

I got married in Japan in April 1990, I was pretty sure that was the market peak, no way it could go higher. Japan was insanely expensive at that time and as you both probably discovered prices are now very reasonable especially considering the level of service.

Awesome episode!
Favorite all around podcast this year!

how many stocks in JT's basket of ner-nets?

great episode lads. enjoy your spring break holidays Tobi!

The interview episodes are great, but it's nice to sprinkle these in as well. Really enjoy listening to Jake and Tobias give their opinions on things instead of deferring to the guest.

Deep Seek was built on Open AI, no?

FANUC has dark factories in Japan decades ago...I was researching the company at the time. They manufacture machines that make machines.