Episode 7 - Japan Opens Up & Dave's First International Investment (1981)

Dave talks about his first Japanese investment in 1981. Tune in to hear about Japan’s historic rise, comparisons to other long bull markets, and how things have changed (and not) over 40 years!

2:00 World Background

3:20 Japan Background

6:00 Japan’s Rise

7:15 MITI’s role and focus

11:45 Japan, Inc.

14:30 Context for the Japanese Market

18:00 DuPont Pension

19:30 Dave’s First International Investment

22:45 Growing Forever

25:20 Shocks from Visiting

27:30 Comparisons to China