The Grant Williams Podcast Ep. 91 - Andrew McDermott

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 15 February 2025

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this episode I’m joined by Andrew McDermott of Mission Value Partners to explore Japan’s remarkable journey from economic dominance to stagnation and its ongoing revival as a hub of opportunity. Andrew delves into how Japan has adapted to challenges such as demographic shifts and monetary policy constraints while maintaining its global relevance. He argues that Japan’s transformation offers valuable lessons for investors and policymakers alike, and, as Western investors increasingly take note of Japan’s strong corporate management and innovative strategies, our discussion sheds light on why Japan remains an inspiring example of reinvention in a rapidly changing world. Despite critics long pointing to missteps by Japan’s central bank and corporate culture during this period, Andrew explains how, beneath the surface, Japanese companies have been quietly transforming—streamlining operations, prioritizing quality, and adopting shareholder-friendly practices, to the point where, today, many of these firms are considered paragons of efficiency and governance, attracting high-profile investors like Warren Buffett (who was given a little personal nudge along the road to investing in Japan by none other than Andrew himself). 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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0:00.0	Before we get going, here's the bit where I remind you that nothing we discussed should be considered as investment advice.
0:16.4	This conversation is for informational and hopefully entertainment purposes only.
0:20.2	So, while we hope you find
0:21.7	it both informative and entertaining, please do your own research or speak to a financial advisor
0:27.1	before putting a dime of your money into these crazy markets.
0:35.2	You're about to listen to a special preview edition of the Grant Williams podcast featuring my very special guest, Andrew McDermott of Mission Value Partners in Nashville, Tennessee.
0:45.9	The subject at hand is one dear to my heart, and that is Japan.
0:49.7	Only at this time we're going to take a slightly different approach to talking about Japan within the context
0:54.7	of what's happening in the Western world and see if there are any clues as to what the future
0:59.6	might hold for us. And the places we end up on, I think you'll find quite surprising.
1:04.3	Every episode of the Grant Williams podcast, including the end game, the super terrific
1:07.6	happy hour, a narrative game this week in Doom, shifts happen and chaos theory is available to copper and the silver tier subscribers at my website,
1:14.7	grant dash williams.com. Copper tier subscribers get access to all the podcasts, while members
1:19.7	of the silver tier get both the podcasts and my monthly newsletter things that make you go,
1:23.8	so if you enjoy what you're on the show, and if you'd like more high
1:28.1	quality content like it, then please make your way over to grant-wilums.com and join our
1:32.5	exciting community today. And now on with the show.
1:48.7	Andrew, great to see you, my friend. It's been a while. Thanks for coming back and joining me on the podcast.
1:51.6	It's happened to be here, Grant. Looking forward to this conversation.
1:55.6	We're going to be talking about Japan today, and this is something near and dear to both our hearts.
2:01.1	Mine from personal experience a long time ago and yours have a more current nature. But there's so much going on in Japan and it's completely forgotten.
2:05.3	And people who haven't been around for as long as I have forget that Japan was China
	...

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