Zortix matched this thesis to Defense & aerospace ETFs as one way for retail investors to get exposure. Not a recommendation.
Japan as the preferred Asia exposure
The guest argued Japan is the preferred Asian market due to shareholder reforms, political catalysts, and sector exposure similar to the U.S.
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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
- THE MEB FABER SHOW · 3 MENTIONS
- THE MEB FABER SHOW
- GOLDMAN SACHS EXCHANGES: THE MARKETS
- Japan as the preferred Asia exposure · THIS IDEA
16 EPISODES BETWEEN · 18 MENTIONS
- THE BUSINESS BREW
- THE RATIONAL REMINDER PODCAST
- THE ACQUIRERS PODCAST
- CAPITAL ALLOCATORS
- BARRON'S STREETWISE
- YET ANOTHER VALUE PODCAST
- PLANET MICROCAP PODCAST
- THE MEB FABER SHOW · 2 MENTIONS
- GOLDMAN SACHS EXCHANGES: THE MARKETS
- THE COMPOUND AND FRIENDS
- ANIMAL SPIRITS
- THE ALPHA EXCHANGE · 2 MENTIONS
- THE ACQUIRERS PODCAST
- PLANET MICROCAP PODCAST
- BANKLESS
- THE COMPOUND AND FRIENDS
- GOLDMAN SACHS EXCHANGES
- WEALTHION - BE FINANCIALLY RESILIENT
- PLANET MICROCAP PODCAST
- ANIMAL SPIRITS
- EURODOLLAR UNIVERSITY
- EXCESS RETURNS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD