Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Innehåll tillhandahållet av Hosking Partners LLP. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Hosking Partners LLP eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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Japan: Land of the Rising Shareholder
MP3•Episod hem
Manage episode 379516335 series 3501106
Innehåll tillhandahållet av Hosking Partners LLP. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Hosking Partners LLP eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Steven Chambers, analyst at Hosking Partners, interviews CLSA’s John Seagrim and Jeremy Hosking for the third episode of Capital Cyclists.
John started his career as an equities broker 10 days before Black Monday in October 1987. Two years later he joined Lehman Brothers just as the Japanese stock market peaked, and, in his own words ‘has been riding, or more accurately sliding, with Japan ever since’. From a stock market perspective, Japan has seldom been as insignificant as it is today, it represents a little over 4% of the aggregate global stock market capitalisation despite being one of the world’s largest economies. John and Jeremy think this is the nadir for equity valuations. Their discussion is hot on the heels of Jeremy’s recent investor trip and Hosking Partners’ first overweight exposure to Japan. They perceive extraordinary, often hidden, value in Japanese equities at a moment when the country appears to be at an historic turning point.
For more information and to get in touch, please visit www.hoskingpartners.com
Hosted on Acast. See acast.com/privacy for more information.
7 episoder
MP3•Episod hem
Manage episode 379516335 series 3501106
Innehåll tillhandahållet av Hosking Partners LLP. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Hosking Partners LLP eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Steven Chambers, analyst at Hosking Partners, interviews CLSA’s John Seagrim and Jeremy Hosking for the third episode of Capital Cyclists.
John started his career as an equities broker 10 days before Black Monday in October 1987. Two years later he joined Lehman Brothers just as the Japanese stock market peaked, and, in his own words ‘has been riding, or more accurately sliding, with Japan ever since’. From a stock market perspective, Japan has seldom been as insignificant as it is today, it represents a little over 4% of the aggregate global stock market capitalisation despite being one of the world’s largest economies. John and Jeremy think this is the nadir for equity valuations. Their discussion is hot on the heels of Jeremy’s recent investor trip and Hosking Partners’ first overweight exposure to Japan. They perceive extraordinary, often hidden, value in Japanese equities at a moment when the country appears to be at an historic turning point.
For more information and to get in touch, please visit www.hoskingpartners.com
Hosted on Acast. See acast.com/privacy for more information.
7 episoder
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