Show from 10/04/24

Host Jeremy Schwartz and Professor Siegel open this week’s episode discussing the strong market report, noting gains in productivity despite a decline in hours worked, and the potential for a quarter-point rate cut by the Fed. Professor Siegel highlights the recalibration of long-term interest rates, predicting they may settle around 4-4.5%, and emphasizes the lowered risk of recession. (12:00) Jeremy is then joined by Yashwant Bajaj, founder and CIO of Four Ships Asset Management, for a special tribute to Ken Taheny, who tragically passed away. The conversation covers the outlook for Japan, its managed yen depreciation, and its geopolitical positioning in the global supply chain, particularly in semiconductors and other strategic sectors. Yashwant also shares insights into Japan's potential industrial revitalization and the challenges and opportunities facing the country.

Learn more about Yashwant at: https://www.four-ships.com/

Follow Yashwant on LinkedIn: https://sg.linkedin.com/in/yashwant-bajaj-68433053

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