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Japan Optimist

Jesper Koll

Japan analysis and insights - capitalism that works

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues34SubscribersRead japanoptimist.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

My conversation with Lyric Hale of The Hale Report

I had the pleasure of being invited to a podcast conversation by Lyric Hale of The Hale Report. Here the link and key takeaways — enjoy & more soon ;-j

a month ago
4
0

Crash-testing Japan's New Capitalism

By popular request, here a couple of thoughts on Yen capital markets and the Japan outlook after last week’s surge in the Yen and the crash in the Tokyo stock market:

5 months ago
18
1

Live at the Fringe Festival: The Japan Optimist

I am overjoyed to have been invited to perform at the Edinburgh Fringe Festival.

5 months ago
13
3

Go for it, Ueda-Sensei

The end is here. Since February 1999, the Bank of Japan has provided de-facto zero interest rate funding to Japan and the world. Now, Governor Ueda is poised to hike rates. One quarter of a century of `capitalism with a zero-cost rate ancho...

9 months ago
25
1

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Authors

The writers behind this newsletter.

  • Jesper Koll

    Economist, Investor, Patron and, yes, Japan Optimist --- exJPMorgan & Merrill Lynch Chief Economist/Strategist & Head of Research ; Board Director @ OIST, AsiaSociety & 3 Japan start-ups ; Global Ambassador @ Monex Group and Tokyo Financial Center

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