BULLISHNotable comment · 2/5

Japan corporate reform, India long-term growth

The guest framed Japan as a 'corporate reform' story and India as a great long-term growth story, highlighting them as non-US opportunities.

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The story so far

OPEN · 29 MENTIONS · 25 EPISODES · 17 SHOWS

4 JUL 2025 — 8 AUG 2026 · 1W AGO

21 SUPPORT · 2 REPEAT · 6 MENTIONED

4 JUL 2025 · FIRST HEARD
THE MEB FABER SHOW · 3 MENTIONS
4 AUG 2025
THE MEB FABER SHOW
- Japan corporate reform, India long-term growth · THIS IDEA
17 EPISODES BETWEEN · 19 MENTIONS
1. 19 SEP 2025
  GOLDMAN SACHS EXCHANGES: THE MARKETS
  - Japan as the preferred Asia exposure
2. 25 SEP 2025
  THE BUSINESS BREW
  - Japan's capital allocation shift creates value
3. 30 OCT 2025
  THE RATIONAL REMINDER PODCAST
  - Global stock diversification avoids country-specific risk
4. 27 NOV 2025
  THE ACQUIRERS PODCAST
  - Hong Kong and Japan as cheap, neglected markets
5. 22 DEC 2025
  CAPITAL ALLOCATORS
  - Allocator interest in Japan, Europe, defense, AI infra
6. 2 JAN 2026
  BARRON'S STREETWISE
  - Satellite strategy: international small-cap value
7. 21 JAN 2026
  YET ANOTHER VALUE PODCAST
  - Japanese small-cap deep value in early innings
8. 30 JAN 2026
  PLANET MICROCAP PODCAST
  - Global small value as a prime hunting ground
9. 9 FEB 2026
  THE MEB FABER SHOW · 2 MENTIONS
  - Japan's corporate governance reform catalyst
  - US dominance of global market cap
10. 10 FEB 2026
  GOLDMAN SACHS EXCHANGES: THE MARKETS
  - Capital rotation from US to international equities
11. 18 FEB 2026
  THE COMPOUND AND FRIENDS
  - Japan's pro-market reforms fueling stock rally
12. 18 FEB 2026
  ANIMAL SPIRITS
  - International equity resurgence as a catch-up trade
13. 19 FEB 2026
  THE ALPHA EXCHANGE · 2 MENTIONS
  - International equities offer better risk/reward
  - Bullish on Japan due to reflation tailwinds
14. 12 MAR 2026
  THE ACQUIRERS PODCAST
  - Constructive activism works in Japan
15. 20 MAR 2026
  PLANET MICROCAP PODCAST
  - Activist investors unlocking value in Japan
16. 30 MAR 2026
  BANKLESS
  - Japan's equity highs mask central bank manipulation
17. 10 APR 2026
  THE COMPOUND AND FRIENDS
  - International stocks poised for a rotation
22 APR 2026
GOLDMAN SACHS EXCHANGES
- Japan corporate governance shift creates value
23 JUL 2026 · 4W AGO
WEALTHION - BE FINANCIALLY RESILIENT
- Structural bullishness on Japanese equities
25 JUL 2026 · 3W AGO
PLANET MICROCAP PODCAST
- Japan small-cap value re-rating thesis
29 JUL 2026 · 3W AGO
ANIMAL SPIRITS
- Democratization of stock access as a global tailwind
6 AUG 2026 · 2W AGO
EURODOLLAR UNIVERSITY
- Nikkei's AI bubble as Japan's only attractive risk-adjusted bet
8 AUG 2026 · 1W AGO
EXCESS RETURNS
- International diversification as bubble protection

HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD