The Grant Williams Podcast Ep. 72 - Jesper Koll

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 29 December 2023

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In the penultimate episode of The Grant Williams Podcast for 2023, I’m delighted to welcome Jesper Koll, a long-time resident of Japan and former Chief Strategist and Head of Research for U.S. investment banks J.P. Morgan and Merrill Lynch for a discussion about the current state of the country’s economy and the many Western misperceptions about the investment opportunities available in the world’s third-largest economy. Jesper discusses the quiet revolution taking place in Japan and the positive changes that have occurred over the past few decades, highlighting the improvements in quality of life, public infrastructure, and corporate efficiency. We also discuss the role of the Bank of Japan and the potential for interest rate normalization. Jesper suggests that sectors such as banks, financials, residential developers, and capital goods companies could benefit from the current economic landscape in Japan and emphasizes the importance of human capital and the changing dynamics in the labor market. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

Transcript

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0:16.0	Before we get going, here's the bit where I remind you that nothing we discussed should be considered as investment advice. This conversation is for informational and hopefully entertainment purposes only.
0:20.0	So, while we hope you find it both informative and entertaining, please do your own research
0:25.6	or speak to a financial preview edition of the Grant Williams
0:38.1	podcast featuring my very special guest yesber Cole.
0:41.1	Yesper Cole is a senior advisor to wisdom tree investments in Japan.
0:44.6	He's been living in Tokyo since the mid 1980s or Kyoto and Tokyo since the mid 1980s and
0:49.4	has been at various points in that time, Chief Strategist and Head of Research for both
0:54.8	J.P. Morgan and Merrill Lynch in the country.
0:56.9	He's extremely well connected, extremely knowledgeable, and a general all-around good guy. Every episode of the Grant Williams podcast including the end game,
1:05.0	Super Terrific Happy Out, The Narrative Game, This Week in Doom,
1:08.0	Shifts happen and Chaos Theory is available to Copper and Silverte subscribers at my website Grant-Williams.
1:13.2	Com.
1:14.2	Copper-Tte subscribers get access to all the podcasts,
1:16.7	while members of the Silver Teer get both the podcasts and my monthly newsletter
1:19.8	of things that make you go, hmm.
1:21.7	So if you enjoy what you're here on the show and you want more
1:24.7	high quality content like it then please make your way over to Grant-Williams
1:28.3	dot com and join our exciting community today and now on with the show.
1:33.0	Well, yes,, welcome to the podcast.
1:45.0	A great pleasure to have you after kind of dancing around for such a long time.
1:48.0	Thanks for making the time to talk to me.
1:50.0	Thank you for having me. It's a great honor.
	...

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