[The next era after GAFAM...] Eli Lilly, America's hottest stock / Toshiba and NTT, Japan's stocks / From the semiconductor boom to the quantum computer race / What is the Google killer "Perplexity"? / AI x Finance [KUROFUNE]
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▼The PIVOT app allows for ad-free, background playback▼ Download the app here↓ (free) https://app.adjust.com/1erjf941 ▼Please subscribe and like our channel▼ @pivot00 [Table of Contents] 00:00 Digest01:08 The next era after GAFAM02:38 What is NVIDIA, the company with the highest market capitalization?03:10 CEO Jensen Huang's turning point: "the leather jacket"05:43 What is required of a 21st century CEO?06:48 From the semiconductor boom to the quantum computer race13:33 Eli Lilly is the US stock with the most attention15:24 The medical sector expected to grow16:00 America will continue to lead the world19:07 Markets that will grow in the future23:49 The next era after GAFAM is "finance"24:43 Fujino, "High expectations for Google as it continues to invest in intellectual property"26:51 Jesper, "High expectations for Amazon in the medical field" 28:17 Google Killer Search AI "Perplexity" 29:33 Investment in "uranium" with growing demand [KUROFUNE] Foreigners living in Japan discuss the culture and economy of "Japan". How can Japan be improved? This program considers this question. By looking at Japan from the world's perspective, you can learn more about Japan. Guest: Jesper Kohl Economist On July 1, 2015, he became CEO of WisdomTree Japan. Over the past 20 years, he has served as chief strategist and head of research at major US investment banks such as JP Morgan and Merrill Lynch, and has always been recognized as one of the top strategists and economists in Japan. He has served as a member of various advisory committees for the Japanese government, and is one of the few foreign members of the Japan Association of Corporate Executives. His Japanese books include "The Japanese Economy is Heading for a Golden Age" and "The End of Heisei Deflation". When he first came to Japan in 1986, he served as an assistant to a member of the Diet. Hideto Fujino Chairman, President and CIO of Rheos Capital Works After working as a fund manager at major domestic and foreign asset management companies, he founded Rheos Capital Works in 2003. He has extensive experience in managing small and medium-sized growth stocks and has a rich career as a fund manager, and is the Chief Investment Officer (CIO) of the "Hifumi" series. MC: Ryuichiro Takeshita Chief Global Editor of PIVOT X (formerly Twitter) @ryuichirot Email [email protected] ▼KUROFUNE▼ • KUROFUNE #JesperKole #HidetoFujino #JapaneseStocks #USStocks #gafam #EliLilly #IndividualStocks
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